更新日期:26年2021月XNUMX日/文章作者:Timothy Shim

有关声明:WHSR 是受读者支持的。 当您通过我们的链接购买时,我们可能会赚取佣金。



名称: FreshBooks

描述: FreshBooks是一系列基于云的会计系统中的另一个,旨在取代传统的簿记方法。 Its convenience and power make it an extremely attractive proposition for modern businesses that want to reduce overhead and staff count with automation.它的便利性和强大功能使其成为想要通过自动化减少开销和人员数量的现代企业的极具吸引力的主张。

报价: 免费-$ 15 / mo

货币: 美金

操作系统: 基于网络的

应用类别: 会计软件

作者: Timothy Shim(WHSR编辑器/作家)

  • 使用方便 - 10/10
  • 特点 - 10/10
  • 准确性和可靠性- 9/10
  • 物有所值- 8/10
  • 客户支持 - 9/10


FreshBooks是一种设计非常简洁但功能丰富的云计算工具。 尽管它是用于记帐的,但其简化的用户界面和清晰的分类使几乎任何人都可以轻松使用。

I can easily say that this is usable by a wide audience of users and that it can fit businesses of small to medium size easily.我可以轻松地说,这可供广大用户使用,并且可以轻松地适合中小型企业。 If you're interested, they can even create custom plans for larger companies on demand.如果您有兴趣,他们甚至可以根据需要为大型公司创建自定义计划。

作为我自己的小企业主,我觉得像FreshBooks这样的工具为许多人提供了急需的生命线。 虽然可以自行完成基本的会计和发票处理工作可能会引起争议,但是FreshBooks的价格是高昂的–为什么要手动处理呢?

有关更多详细信息,请阅读下面的“我的深入评论”或 访问FreshBooks网站.





When you first sign up with FreshBooks, the first thing you will notice is how seamless the experience is.首次注册FreshBooks时,您会注意到的第一件事就是体验的无缝性。 When you provide your email to them, you'll need to verify it and from there you are immediately brought into their onboarding process.当您向他们提供电子邮件时,您需要进行验证,然后从那里立即进入他们的入职流程。

Answering a series of questions will help you get your account set up and ready to use.回答一系列问题将帮助您设置帐户并准备使用。 This helps FreshBooks to establish some basics, such as the currency you transact in, what portions of the system you'll be using (invoicing, accounting, etc), or even the basic layout of your forms.这可以帮助FreshBooks建立一些基础知识,例如您交易所用的货币,将使用的系统部分(发票,会计等),甚至表单的基本布局。

The experience is refreshing and you don't feel as if you're being asked a bunch of questions with no end objective in sight.体验令人耳目一新,您不会觉得自己被问到一连串没有最终目标的问题。 This is definitely the flow you want a new user to go through.这绝对是您希望新用户经历的流程。


FreshBooks has a friendly and easy to read layout.

If you are anything at all like me and shudder when the term 'accounting' is mentioned, then this is another positive point in FreshBook's favor.如果在提到“会计”一词时,您像我一样不寒而栗,那么这是FreshBook支持的另一个积极点。 The entire interface is of course very simple and straightforward.整个界面当然非常简单明了。

FreshBooks并没有采用大多数会计软件所素有的朴素外观,而是采用了全新的设计。 Its pastel colours and easily legible font types and size is so user-friendly.其柔和的颜色以及易于辨认的字体类型和大小非常人性化。


To many new business owners, accounting can be a challenge even if you've had some brief experience in it.对于许多新的企业主而言,即使您有一些简短的经验,会计也可能是一个挑战。 Thankfully, it can be broken down into separate areas which are related in some way.值得庆幸的是,它可以细分为以某种方式相关的单独区域。

FreshBooks的作用是帮助用户清楚地看到他们需要处理的区域,然后它将自动进行后端集成。 This helps keep things simple for users while at the same time, providing a comprehensive accounting package.这有助于使用户的事情变得简单,同时又提供了一个全面的会计软件包。


Thanks to it being a service-oriented system, FreshBooks helps a lot more with automation than you might think.由于它是一个面向服务的系统,因此FreshBooks在自动化方面的帮助超出了您的想象。 For example, consider using one of its invoicing forms.例如,考虑使用其发票形式之一。 This lets you bill clients and all you'll need to do is fill in the line items.这样,您就可以向客户收费,而您所需要做的就是填写订单项。

FreshBooks将汇总所有内容,帮助您发送发票,应收帐款计数等。 On the expenditure side, it's basically the same thing.在支出方面,这基本上是相同的。 Fill in line items and upload the necessary documentation like receipts.填写订单项,然后上传必要的文件(如收据)。 Everything else is automatically kept track of for you.其他所有内容都会自动为您跟踪。


5. FreshBooks是一个高度兼容的系统

在企业财务中,最令人恐惧的词之一就是合规性。 由于企业和政府的错综复杂,两端的很大一部分致力于确保一切都是合法的-这意味着合规。

您会很高兴知道FreshBooks的构建符合许多法规,包括 使税收数字化(MTD), PCI, PSD2, 通用数据保护条例更多。 This means that no matter what country you reside in, you will be fine using FreshBooks to handle your accounts.这意味着无论您居住在哪个国家/地区,都可以使用FreshBooks处理您的帐户。


FreshBooks integrates well with banking accounts.

FreshBooks的最佳功能之一可能是它可以直接连接到您的公司银行帐户。 This helps make it much easier for it to verify (and also automate) much of your accounts on its own.这有助于使其更轻松地自行验证(并自动执行)许多帐户。 

现金流入或流出时,您都不必花费任何时间来更新数据。 这再次回到其自动化–许多云服务可以做到的。 但是,能够与如此众多的金融机构整合的公司并不多。



Extensive number of add-ons


As an idea of how this works, you can add on the capability to accept credit card payments, set up and schedule meetings, and much more.要了解其工作原理,您可以添加接受信用卡付款,设置和安排会议等功能。 All you need to do is find the right add on out of the 100 or so that FreshBooks offers.您需要做的就是在FreshBooks提供的XNUMX多种产品中找到正确的添加。



Since FreshBooks is a cloud-based service, they have central control over a lot of things.由于FreshBooks是基于云的服务,因此它们可以对很多事情进行集中控制。 This lets them offer very efficient customer service much like other cloud-based products.这使他们可以像其他基于云的产品一样提供非常高效的客户服务。 For example, you can start off reading their knowledge base for help.例如,您可以开始阅读他们的知识库以寻求帮助。

If that doesn't work, click on the chat icon right from inside your FreshBooks account and you can bring up a live chat menu.如果这样不起作用,请单击FreshBooks帐户内的聊天图标,然后弹出实时聊天菜单。 Ask for help and you shall receive!寻求帮助,您将收到! While it's true that it may take some time depending on their customer load at that moment, you will eventually get to speak to someone who can help you directly.确实,那时候可能要花一些时间,具体取决于他们的客户负载,但是您最终将与可以直接帮助您的人交谈。



With such a great list of features and things I love about it, it isn't surprising that FreshBooks comes at a cost.拥有如此多的功能和我所钟爱的东西,FreshBooks付出一定的成本就不足为奇了。 I've compared them with a few other cloud-based accounting applications and they seem to be a bit on the high end.我已经将它们与其他一些基于云的会计应用程序进行了比较,它们似乎有点高端。

This gets exponentially worse as your business grows since their pricing is based on your number of billable clients.随着业务的增长,这种情况将成倍恶化,因为它们的定价基于您的可计费客户数量。 I feel that isn't quite a fair way of handling things since not all businesses work the same way.我觉得这并不是一种公平的处理方式,因为并非所有企业都以相同的方式工作。


On the other hand, some businesses thrive on repeat customers and these are the ones who will gain maximum benefit.另一方面,一些企业依靠回头客而繁荣发展,而这些企业将获得最大的收益。 In fact, some might even be able to coast by on the Lite plan for ages without having to upgrade.实际上,有些人甚至可以在不升级的情况下按照精简版计划进行调整。



由于某些原因,在FreshBooks中发送发票实际上并不会发送发票。 这意味着将从FreshBooks发送一封电子邮件给您的客户-告诉他们他们已经准备好查看发票。

Although not the worst way of doing things, I can see some clients being leery of clicking on links that come in an email.尽管这不是最糟糕的处理方式,但我可以看到一些客户对单击电子邮件中的链接持谨慎态度。 Cybersecurity is a real pain these days and you don't want to have to call your clients up one by one to assure them that it's ok to click that link!如今,网络安全确实是一种痛苦,您不必一次一个地打电话给客户,以确保他们可以单击该链接!


Most online accounting plans will have an allowance for the main user plus at least one accountant.大多数在线会计计划将为主要用户加上至少一名会计师提供津贴。 This at least lets the business owner and the person in charge of managing the finances access the system.这至少使企业所有者和负责财务管理的人员可以访问系统。

是的,您也可以在FreshBooks中做到这一点,但准备支付额外费用。 您在注册时所支付的价格仅供您使用。 您想授予帐户访问权限的任何其他人都是团队成员-每月额外花费10美元。


FreshBooks中的定价结构非常清晰。 几乎所有重要的核心功能都包含在所有计划中,还有一些更昂贵的计划会带来一些额外的好处。 Lite每月最低只要$ 4.50起,一直延伸到Premium,每月只要$ 15。 还有一个用于创建自定义计划的选项。

合并发票Unlimited Unlimited Unlimited
费用分录Unlimited Unlimited Unlimited
建议没有Unlimited Unlimited
团队成员$ 10 /人/月$ 10 /人/月$ 10 /人/月

*注意: FreshBooks享有高达60%的折扣。 For best accuracy in pricing, please refer to the official website:为了获得最佳的定价准确性,请访问官方网站:

如果您打算长期使用FreshBooks,选择按年付款将为您带来一定的折扣。 这比您原来的价格便宜了大约10%-当然,所有费用都是预先支付的。

The most important thing to understand about FreshBooks pricing is that each plan sets the number of billable clients you can manage with the system.关于FreshBooks定价,最重要的要了解的是,每个计划都设置了您可以使用系统管理的可计费客户的数量。 This means that even if you're charging 20 customers a pittance each, you'll need to upgrade from the Lite to Plus plan.这意味着,即使您要向XNUMX位客户收取少量费用,也需要从Lite升级到Plus计划。



现在是残酷诚实的时候了。 FreshBooks是到目前为止我遇到过的最好的基于云的会计工具之一。 它是专为 小型在家工作 像我的

Unfortunately, it is a tough call to make since their pricing is relatively high as well.不幸的是,由于它们的定价也相对较高,因此很难做出选择。 I also feel the way they charge based on billable clients is a little bit of a difficult pill to swallow, especially with the Lite plan only allowing 5 customers.我还觉得他们根据收费客户收取费用的方式有点难以接受,尤其是在精简版计划仅允许XNUMX位客户的情况下。


Try FreshBooks for Free.免费试用FreshBooks。 You can have unlimited access to FreshBooks for 30 days.您可以在XNUMX天之内无限访问FreshBooks。

So, while FreshBooks might not be for me, I can easily see small to medium businesses benefitting from this system immensely.因此,尽管FreshBooks可能不适合我,但我可以轻松地看到中小型企业从该系统中受益匪浅。 This is especially true given their wide range of bank compatibility as well as a high degree of compliance.鉴于其广泛的银行兼容性以及高度的合规性,尤其如此。

免费试用: 在线访问FreshBooks

披露:WHSR从此网站上列出的工具收取推荐费。 但是,这些意见是基于我们的经验,而不是基于他们付出了多少。 我们专注于帮助小型企业和个人将网站建设为企业。 请支持我们的工作,并在我们的网站上了解更多 披露收入.

关于Timothy Shim

Timothy Shim是一位作家,编辑和科技爱好者。从信息技术领域开始他的职业生涯,之后迅速地在印刷领域找到方向,并与国际,地区和国内媒体合作,包括ComputerWorld,,Business Today和The Asian. Banker。他的专长在于消费者和企业的技术领域。