> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# FreshBooks on Vortex IQ

> Monitor FreshBooks payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow.

Monitor FreshBooks payment health, authorisation and dispute risk, and catch settlement problems before they hit cash flow.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=freshbooks)

<CardGroup cols={5}>
  <Card title="10">
    performance signals
  </Card>

  <Card title="3">
    automated checks
  </Card>

  <Card title="0">
    prepared fixes
  </Card>

  <Card title="0">
    proven workflows
  </Card>

  <Card title="12">
    API operations
  </Card>
</CardGroup>

<Tabs>
  <Tab title="Overview">
    ### What you can achieve

    Capabilities are grouped around merchant outcomes, not API terminology.

    <CardGroup cols={2}>
      <Card title="Run operations">
        Monitor orders, fulfilment, delivery and settlement.
      </Card>

      <Card title="Protect revenue">
        Find failures, leaks and risks before they cost sales.
      </Card>

      <Card title="Catalogue quality">
        Identify missing, inconsistent or outdated product data.
      </Card>
    </CardGroup>

    ### From connection to verified outcome

    The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

    <Steps>
      <Step title="Connect">
        Authorise the source. Scopes are shown before access is granted.
      </Step>

      <Step title="Monitor">
        Watch the signals against your own baselines, not universal defaults.
      </Step>

      <Step title="Detect">
        Run checks and gather evidence specific to your store.
      </Step>

      <Step title="Recommend">
        Explain what happened, why it matters and the proposed action.
      </Step>

      <Step title="Approve">
        You review scope, risk and reversibility before anything changes.
      </Step>

      <Step title="Execute">
        Apply through governed connector operations.
      </Step>

      <Step title="Verify">
        Confirm the intended result and keep the receipt.
      </Step>
    </Steps>

    No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
  </Tab>

  <Tab title="Monitor (10)">
    ### Monitor performance

    10 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

    <AccordionGroup>
      <Accordion title="Run operations (6 signals)">
        | Signal                           | Alert behaviour    | What it tracks                                                                                         |
        | -------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------ |
        | **AR Aging - 60+ Days**          | Alert band 5 / 15  | Share of total outstanding AR aged 60+ days. The cash least likely to be recovered without escalation. |
        | **AR Aging Buckets**             | Watch only         | Outstanding invoice value bucketed current / 1-30 / 31-60 / 60+ days from due\_date.                   |
        | **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | Average days from invoice issue to payment over trailing 30d. Rising DSO signals collections drag.     |
        | **Expense Total (90d)**          | Watch only         | Total expense.amount over trailing 90d vs the prior period.                                            |
        | **Outstanding AR (live)**        | Watch only         | Sum of invoice.outstanding across sent / partial / overdue invoices - cash you are owed right now.     |
        | **Overdue Invoices**             | Alert band 5 / 15  | Invoices past due\_date in sent / partial / overdue state. Backlog = collections rhythm broken.        |
      </Accordion>

      <Accordion title="Protect revenue (3 signals)">
        | Signal                                        | Alert behaviour   | What it tracks                                                                                               |
        | --------------------------------------------- | ----------------- | ------------------------------------------------------------------------------------------------------------ |
        | **Ecom Customers Absent from FreshBooks**     | Alert band 0 / 10 | Sync gap - ecom customers invisible to FreshBooks means invoicing/AR runs against an incomplete client list. |
        | **Ecom Orders Missing a FreshBooks Invoice**  | Merchant rule     | Completed ecom orders with no matching FreshBooks invoice = revenue uninvoiced and AR understated.           |
        | **PSP Payments Missing a FreshBooks Payment** | Merchant rule     | Stripe/PayPal payouts not recorded as FreshBooks payments = AR overstated, double-count risk at month-end.   |
      </Accordion>

      <Accordion title="Catalogue quality (1 signals)">
        | Signal                           | Alert behaviour | What it tracks                                                                                  |
        | -------------------------------- | --------------- | ----------------------------------------------------------------------------------------------- |
        | **Uncategorised Expenses (90d)** | Merchant rule   | Expenses with no categoryid in the last 90d - each one makes the quarterly tax estimate harder. |
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Audit (3)">
    ### Audit risks and opportunities

    A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

    <AccordionGroup>
      <Accordion title="AR aging on 60+ day buckets above threshold">
        **Severity** high · **Outcome** Run operations · **Fix status** Report only

        More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, a growing 60+ day bucket is a leading indicator of bad debt building up.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-FIN-001`
      </Accordion>

      <Accordion title="ERP-vs-ecom inventory variance > 5% on SKUs with active orders">
        **Severity** high · **Outcome** Protect revenue · **Fix status** Candidate remediation

        Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or holding stock back that is actually available, on exactly the products customers are ordering right now.

        A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

        Reference: `ERP-INV-001`
      </Accordion>

      <Accordion title="Ecom customers absent from ERP customer master after 7d">
        **Severity** medium · **Outcome** Run operations · **Fix status** Report only

        Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level reporting, is working with an incomplete customer base until this syncs.

        Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

        Reference: `ERP-CUST-001`
      </Accordion>
    </AccordionGroup>

    #### Build your own automated fixes

    Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
  </Tab>

  <Tab title="Automate">
    ### Automate approved work

    Vortex IQ is integrated with **11 read** and **1 write** operations across account ingaccountbillbills, account ingaccountbillvendorbillvendors, account ingaccountestimateestimates, account ingaccountexpensexpens, account ingaccountinvoiceinvoices, account ingaccountitemitems on FreshBooks. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.

    Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

    [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=freshbooks)

    #### Ready to build your first FreshBooks workflow

    Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

    <Accordion title="Browse the operations you can build with">
      | Resource                                | Read operations | Write operations |
      | --------------------------------------- | --------------- | ---------------- |
      | account ingaccountbillbills             | 1               | 0                |
      | account ingaccountbillvendorbillvendors | 1               | 0                |
      | account ingaccountestimateestimates     | 1               | 0                |
      | account ingaccountexpensexpens          | 1               | 0                |
      | account ingaccountinvoiceinvoices       | 1               | 0                |
      | account ingaccountitemitems             | 1               | 0                |
      | account ingaccountpaymentpayments       | 1               | 0                |
      | account ingaccounttaxetaxes             | 1               | 0                |

      Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.
    </Accordion>
  </Tab>
</Tabs>