Patricia works your Freshbooks.
Ask her in Slack. She drafts the invoice, pulls the expenses, and chases what is overdue, but sending an invoice or recording a payment waits for your yes.
@Pati draft this month's invoice for Brightside, retainer plus the two extra ad sets we ran.
Drafted it from the hours and line items on file:
- Retainer for June: $4,500
- Two extra ad sets, 11.5 tracked hours at $120: $1,380
- Total $5,880, net 15, due July 19
- Brightside also has a $2,100 invoice 9 days overdue from May.
- I can send this and nudge the overdue one, but nothing goes out until you approve it.
Send it, and send a polite reminder on the May invoice too.
Both staged with the wording ready below. Say go and the June invoice sends to Brightside and the May reminder goes out. I will not record any payment on my own, just flag it here when one lands.
Patricia + Freshbooks
What she does in Freshbooks.
Real actions she takes on your say-so, not a list of API endpoints.
Draft invoices from real work
She builds an invoice from your tracked time, retainer, and line items, taxes and terms set, ready to send. She never sends it without your yes.
Prepare estimates
A new scope turns into a clean estimate a client can accept, priced off your rates and the hours you expect, so a quote goes out in minutes not an afternoon.
Read expenses and categorize
Expenses pulled, grouped, and matched to the right client or project, so you can see what a piece of work actually cost you before you bill it.
Chase overdue clients
She spots what is past due, drafts a polite reminder in your voice, and keeps the aging list in front of you. Sending the reminder still waits for your yes.
Pull the reports you ask for
Profit and loss, revenue by client, outstanding balances, and time summaries handed back as numbers you can act on, not a dashboard you have to dig through.
Keep money moves behind approval
Drafting and reading run on their own, but sending an invoice or recording a payment touches a client's money and your books, so it always waits for your explicit yes in Slack.
Say it like you'd say it
Things to ask her on day one.
Draft this month's invoice for Brightside, retainer plus the extra ad sets
Turn this scope into an estimate the client can accept
What did the Northwind project cost us in expenses so far?
Which invoices are overdue, and draft reminders for the worst ones
Give me a profit and loss for last quarter by client
Better together
Freshbooks is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Freshbooks, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect FreshBooks
One OAuth click. She gets only the access you approve, and you can disconnect her anytime.
Freshbooks connected
Ask
Mention @Pati with the job. Drafting invoices, reading expenses, and chasing overdue runs on its own; sending an invoice or recording a payment waits for your yes.
@Pati Draft this month's invoice for Brightside, retainer plus the extra ad sets
On it.
FAQ
Freshbooks questions, answered.
What can Patricia actually do in FreshBooks?
She drafts invoices and estimates, manages clients, reads and categorizes expenses, pulls time entries, chases overdue balances, and runs financial reports like profit and loss and revenue by client. Drafting and reading are instant; sending an invoice or recording a payment waits for approval.
Will she send an invoice or record a payment on her own?
No. Sending an invoice or recording a payment touches a client's money and your books, so it is staged and shown to you in Slack first and goes only after your explicit yes. Drafting invoices, reading expenses, and chasing overdue clients runs on its own.
Which FreshBooks plan do we need?
Any plan with invoicing and API access works. She connects through the official OAuth flow, the same way other approved apps do, and only sees the account you connect.
We keep a separate FreshBooks account per client. Does each stay separate?
It does. She only touches the accounts you connect her to, and one client's invoices, expenses, and reports never surface inside another. Nothing cross-bills, because she reads and drafts against exactly the account named in the request and no other.
What does the FreshBooks integration cost?
Nothing extra. Every integration is included, on every plan.
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Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.