Finance & Accounting
Connect FreshBooks to Your AI Agents
Enable your Wkil agents to look up clients and projects, review journal entries, and manage business users through a secure FreshBooks integration.
Authentication: OAuth 2.0
What you can do
- Look up clients and projects
- Review accounting journal entries
- Manage business users and webhooks
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
List Clients
Retrieve the client list for a connected business.
List Projects
List active and past projects for a business.
List Journal Entries
Pull accounting journal entries for review.
Create Webhook
Register a webhook to notify external systems of account events.
Get Business Users
List team members with access to a FreshBooks business.
Practical agent use cases
- An agent checks a client's project history before a renewal call.
- An agent registers a webhook so a finance system stays in sync with FreshBooks.
How it works with Wkil
- 1Choose the integrationAdd FreshBooks to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Does this connect through my own FreshBooks account?
Yes — authentication uses FreshBooks' standard OAuth flow.