FreshBooks Accounting Automation & Approvals
Run FreshBooks on autopilot. Keep the veto.
10 actions
Client records shift, projects get reassigned, and webhook configs fire off changes you wish you'd reviewed first. Rills proposes every FreshBooks action; you approve before it goes out.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential accounting action from FreshBooks arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Update 3 webhook destinations pointing at expired URLs?
3 webhooks · destination last confirmed > 30d ago
Same pattern flagged in prior audit cycle
Downstream data gap detected in connected reports
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, no 3am stomach-drop wondering what shipped while you slept.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About FreshBooks automation
Accounting data is quiet until it isn't. A stale client record, a misconfigured webhook, a project linked to the wrong business — these don't announce themselves until a report is wrong or a client notices.
When FreshBooks runs unsupervised
When FreshBooks automation runs without a check, small misconfigurations compound before you catch them.
- A webhook fires to the wrong destination and you don't know until downstream data stops arriving.
- A new client gets added under the wrong business, and your journal entries are off before the month closes.
- A project is listed under an archived client, and invoices start going to a dead record.
- A webhook is deleted during a cleanup pass that shouldn't have touched active listeners.
- Business users are fetched and written over, removing access for someone who still needs it.
What Rills does inside FreshBooks
Rills watches for the moments that need a decision: creating or updating a webhook, moving a client between businesses, or restructuring a project list. Before any of those writes happen, you see exactly what's proposed.
The client record still gets updated; you just see it before it posts.
Why FreshBooks has no triggers and how Rills fills the gap
FreshBooks does not emit events that start workflows on their own, so Rills fills that gap with scheduled checks and upstream signals that keep your accounting layer current without unsupervised writes.
- Scheduled client audit: Rills polls List Clients on a schedule, flags records that look stale or mismatched, and queues a proposed update for your approval before anything changes.
- Webhook health check: Rills runs List Webhooks on a cadence, surfaces any listener pointing at a dead destination, and proposes a corrected Update Webhook before the gap widens.
- Project-to-business reconciliation: Rills cross-references List Projects with List Businesses, spots orphaned or misaligned projects, and holds the proposed fix for you to approve FreshBooks changes with full context.
- Journal entry review: Rills pulls List Journal Entries after a trigger in a connected tool (a payment processor, for example) and queues a review when the numbers don't match what was expected.
What Rills can do in FreshBooks
4 of 10 actions across reads, writes, and updates.
- 01
List Journal Entries
Retrieve all journal entries from your FreshBooks account to view the complete record of your business transactions, invoices, payments, and expenses in one place.
- 02
List Businesses
Retrieve all businesses and accounts you have access to in FreshBooks, along with your role in each one. This helps you identify which business account to work with for invoicing, expense tracking, and financial management.
- 03
List Clients
Retrieve all clients from your FreshBooks account with optional filtering and sorting to view who you've invoiced and their payment status. This helps you manage your customer relationships and track account balances at a glance.
- 04
List Projects
Retrieve all projects from your FreshBooks account with complete details including client information, budget, and team assignments. Use this to view your active and completed projects before tracking time, creating invoices, or managing budgets.