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Accounting

FreshBooks + Scanny AI

Invoicing and accounting built for service-based businesses with time tracking, expenses, and client management.

Available Triggers & Actions

Triggers

  • New Invoice

    Triggers when an invoice is created

  • Payment Received

    Triggers when a payment is recorded

  • New Expense

    Triggers when an expense is logged

Actions

  • Create Invoice

    Create a new invoice

  • Record Payment

    Record a payment

  • Create Expense

    Log a new expense

Integration Features

Automatic Sync

Documents are automatically processed and synced in real-time.

Smart Extraction

AI-powered data extraction with custom field mapping.

Scheduled Workflows

Set up automated workflows to run on your schedule.

Secure Connection

Enterprise-grade security with encrypted data transfer.

Popular FreshBooks Workflows

View all workflows

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