Let agents run your FreshBooks back office
QX reads your businesses, projects and client data—so your team spends time on the work that bills, not the admin around it.
Stop digging through projects, chasing client data, and copy-pasting numbers into reports. Hand it to an agent.
Numbers ready before you ask
An agent pulls projects and business data straight from FreshBooks, summarises what changed, and lands the report in your inbox or Slack—no spreadsheets, no waiting.
Every account, always current
Project status, budgets and key details get watched and synced into your CRM and docs—so account managers and finance always see the same up-to-date picture.
Back-office that runs itself
Routine lookups, cross-checks and handoffs between FreshBooks and the rest of your stack happen automatically—freeing your team from the tab-switching grind.
FreshBooks
Real workflows, built for your team
Build complex workflows in minutes that chain FreshBooks together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Finance: Weekly project health report, on autopilot
Every Monday at 8am
Scheduled trigger
List businesses & projects
in FreshBooks
Flag projects over budget or stalled
Agent step
Compile the report
in Google Docs
Post to #finance
Alert via Slack
QX agents can list your businesses, pull project data from FreshBooks—and a lot more
About FreshBooks
FreshBooks is a cloud accounting platform used by millions of small and mid-size businesses worldwide. It handles invoicing, expense tracking, time and project management in one place, with a well-documented API that makes it a natural fit for automating the financial admin around client work.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See FreshBooks working inside your stack
Want an AI co-worker that handles your books and client admin for you? Book a demo call to discuss your use cases, or get started for free.
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