Integrations · Accounting

Connect Freshbooks to Well

Name: Freshbooks entities in Well
Creator: Well

Forward extracted receipt PDFs to your FreshBooks email-in address and FreshBooks creates an expense, or a bill on the Select plan, with merchant, total, and tax filled in. The source receipt rides along on the record FreshBooks builds.

Connect FreshbooksSee what Well does

What Well writes to Freshbooks

Well writes reconciled expense, bill, attachment to Freshbooks after they clear your review queue, with the source-record link preserved. Use Freshbooks as the destination for entries enriched across your other connected tools.

In Well	To Freshbooks	Relation
Ledger line	Expense	Writes as
Payable	Bill	Creates as
Source PDF	Attachment	Attaches as

Sync mode: incremental polling
Refresh: scheduled
Direction: Well → Freshbooks

4 actions in Freshbooks.

Create an expense in FreshBooks
Well forwards the receipt PDF to your FreshBooks email-in address; FreshBooks creates an expense with merchant, total, and tax populated.
Action·Transaction
Create a bill in FreshBooks (Select plan)
On the FreshBooks Select plan, the same email-in feature also creates a bill (with line items) instead of an expense.
Action·Invoice
Attach the receipt to the FreshBooks record
The forwarded PDF is stored on the expense or bill as the source.
Action·Document
Resolve a FreshBooks merchant from the receipt
FreshBooks reads the merchant name off the forwarded receipt and matches it on the expense (or bill). You confirm or correct the merchant on first sight.
Action·Company

What Well does with your Freshbooks connection

Connect

Connect Freshbooks over OAuth 2.0: you approve on Freshbooks's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.

Sync

Freshbooks is a delivery target, not a source, so Well pulls nothing in. Once a record clears review, Well's pipeline can create an expense in FreshBooks.

Enrich

Before delivery Well reconciles and enriches each document, resolving the expense, bill, and attachment so what reaches Freshbooks arrives matched and carries its full audit trail.

Available

Well forwards each reconciled document to your Freshbooks email-in address; Freshbooks drafts the record from it and you review and post. Well holds no write credential to Freshbooks.

Questions Freshbooks unlocks

Ask in plain language. Well answers from your connected Freshbooks connection, resolved against the rest of your stack.

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Connect Freshbooks in three steps

01
Add your FreshBooks email-in address
Copy your FreshBooks email-in address from FreshBooks (the one expenses and bills are created from) and set it as the FreshBooks delivery target in Well. The connection is the inbound address, so there is no consent screen to clear.
- DeliveryEmail-in (FreshBooks address)
- CreatesExpense (Plus/Premium) or bill (Select)
- Multi-currencyTracked on the record
02
Map your entities
With the address in place, Well forwards each extracted receipt or bill PDF to FreshBooks. FreshBooks reads the attachment and creates an expense with merchant, total, and tax, or a bill with line items on the Select plan.
- Mappingpreconfigured by Well
03
Use the data
You then assign the expense or bill to a client or project inside FreshBooks for billing, while Well keeps the same record linked to its customer or vendor for workspace queries. FreshBooks remains the source of truth for invoicing.
- First syncstarts as soon as connect completes

No secret is exchanged, so nothing rotates. Clearing the delivery address in Well halts forwarding; records already in FreshBooks are untouched.

How Freshbooks stays secure with Well

FreshBooks captures documents through its email-in address, so Well authenticates nothing into FreshBooks beyond the delivery target you set. Well emails extracted PDFs to that address and FreshBooks creates the expense or bill; Well never reads FreshBooks data or edits a posted record. Delivery is the whole contract here, and it is one-way into FreshBooks' inbox.

OAuth 2.0Encrypted at restGDPR compliant

Read the full privacy and security policy

Scopes Well requests

Read Freshbooks records
Endpoints the Freshbooks API token grants, scoped by your consent.
granted
Resolve invoice, client, expense, and payment across your stack
Match identifiers in Freshbooks against the same entities your other connected tools expose, so each record carries cross-tool context.
granted
Deliver documents to your Freshbooks inbox
Well forwards approved documents to your Freshbooks email-in address; Freshbooks drafts the record and you post it. No write credential to Freshbooks is requested.
granted
Store Freshbooks passwords or session cookies
Authentication runs through OAuth 2.0 tokens we never see.
refused

Disconnect any time from Well settings or Freshbooks’s admin panel.

Frequently asked questions about Freshbooks and Well

Each receipt or bill PDF Well extracts is forwarded to your FreshBooks email-in address. On the Plus and Premium plans FreshBooks turns the attachment into an expense with the merchant, total, and tax filled in; on the Select plan the same email-in feature creates a bill with line items. Either way the source receipt rides along as an attachment on the record FreshBooks creates.

It is the email handoff FreshBooks publishes for document capture. Well forwards the PDF to the FreshBooks email-in address and FreshBooks builds the expense or bill from it. There is no direct OAuth write that creates the FreshBooks record without the email step, so the page describes what actually runs rather than an API path that is not wired.

FreshBooks tracks the currency on the expense or bill it creates, and the figure Well extracts from the PDF carries its currency too, so a receipt in USD against a EUR base does not get flattened into one number. The conversion stays visible on the FreshBooks side where you reconcile it, and Well keeps the original-currency amount on the record it forwarded.

In your workspace, Well keeps each forwarded receipt linked to the customer or vendor it belongs to, so the expense is not orphaned. On FreshBooks, the email-in record arrives with the merchant, total, and tax populated; you assign it to a client or project inside FreshBooks, which stays the system of record for billable-expense routing.

Well forwards the extracted PDF to the FreshBooks email-in address in the background as soon as a document clears extraction, so it appears for FreshBooks to process shortly after. FreshBooks then creates the expense or bill on its own timing. Well does not read back FreshBooks state; it captures, extracts, and delivers.

Remove the FreshBooks delivery target in Well and forwarding stops at once. Because Well only ever emailed PDFs to FreshBooks' inbox, there is no write token to revoke and nothing posted to roll back. The expenses and bills FreshBooks already created remain in FreshBooks, and the records Well captured stay queryable in your workspace.