FreshBooks for connected finance work
Bring supplier bills and expense records into finance review. Bring financial and commercial records into the same investigation. Agents can use connected context to prepare the next step, while your team retains authority over financial decisions.
Where agents help
Retrieve the records relevant to a finance question or exception.
Compare source information with the evidence already in the case.
Prepare a recommendation or supported action for the agreed review workflow.
Connected does not mean unrestricted
Your team defines account access, permitted actions and approval requirements. A connection makes tools available to FourX agents; the finance workflow and its controls are configured and validated for your deployment.
Start with the work that matters
Confirm the records, actions and permissions your workflow needs. Test representative cases before production. Availability depends on your product plan, account configuration and supported actions.
Book a demo to review your workflow. Read about security and controls.
