FreshBooks vs. upSWOT

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FreshBooks
Score 8.6 out of 10
Small Businesses (1-50 employees)
FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing process.
$21
per month
upSWOT
Score 0.0 out of 10
N/A
Founded in January 2019, upSWOT technology serves financial institutions helping them to build loyalty and grow engagement among their SMB clients. The eponymous platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications. Data is aggregated in real-time…N/A
Pricing
FreshBooksupSWOT
Editions & Modules
Lite
$21
per month
Plus
$38
per month
Premium
$65
per month
Select
Custom Pricing
No answers on this topic
Offerings
Pricing Offerings
FreshBooksupSWOT
Free Trial
YesNo
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details10% discount for annual pricing.
More Pricing Information
Community Pulse
FreshBooksupSWOT
Considered Both Products
FreshBooks
Chose FreshBooks
QuickBooks' interface is clunky, confusing, and slow. QuickBooks support is worse than if there were no support at all. FreshBooks' UI is clean, intuitive, and even when changes are rolled out, easy to quickly learn. Their support is second to none and never disappointed us.
Chose FreshBooks
FreshBooks does very well in comparison, especially since it is free software for Barclays bank users. Sage software is much worse than FreshBooks. However, Xero and QuickBooks, the market leaders, are still ahead with usability, additional features, reporting, and connection …
Chose FreshBooks
For its simplicity, if your business is just a basic process of billing repeat clients and recording expenses, anyone can use this software.
Chose FreshBooks
There is no fluff and feature overload with FreshBooks. I can get to what I need quickly and easily. I don't have to deal with unnecessary features and fields the system considers essential. The payment features are streamlined and have lots of flexibility when receiving …
Chose FreshBooks
FreshBooks interface is better than QuickBooks. Xero's interface is more basic than both, but seems to work fine.
Chose FreshBooks
In my experience, quickbooks customer service was terrible, and program was very complicated to use. We switched to FreshBooks to simplify day to day use.
Chose FreshBooks
FreshBooks people were friendly and helpful up-front. Because of the inability to receive payments correctly, I will be moving to Stripe.
Chose FreshBooks
FreshBooks is a relative novice compared to the giant Quickbooks application that has been around for years and it is established as the go-to app for account management and invoicing. I would say that in a few years, FreshBooks can become a threat to QuickBooks but it will …
Chose FreshBooks
We do not consider other options since our client wants the implementation of this platform in order to use it in the two countries where it has operations. At the moment, full integration was not possible and we still share the information with a Mexican system to complete …
Chose FreshBooks
I selected FreshBooks because it combined Toggl, Harvest and Quickbooks features into a single system. This simple move allowed for me to save money on the tools and in turn bring all client data into a single portal.

FreshBooks is easy to use and automatically generates the …
Chose FreshBooks
FreshBooks is easy to implement and the onboarding process is straightforward. It has great user interface to navigate and any user can easily start using it. It also offers customization of the modules/reports. Most importantly invoice tracking is a great module. It is offered …
Chose FreshBooks
Freshbooks was willing to work with us on all needs and compliance issues specific to our processes.
Chose FreshBooks
I looked at QuickBooks but they only had desktop products and I was interested in a hosted solution. Freshbooks has always been ahead of their competition in this area of mobile, on the go use cases where a modern platform can be used to stay up to date and accessible from …
Chose FreshBooks
We considered using Xero for our invoicing due to the more advanced accounting features but chose FreshBooks because it offered recurring payments. Xero did not offer this critical feature at the time of purchase. And since invoicing was our main priority, FreshBooks did a …
Chose FreshBooks
It was not my choice to select FreshBooks, but my client finds it easier to do billing with FreshBooks over QuickBooks.
Chose FreshBooks
Freshbooks offers its finances in a secure and easy manner. they are also simple yet they can efficiently manage expenses, invoices, reports, and time tracking.
Chose FreshBooks
FreshBooks is an invoicing software that wants to do accounting.
Xero is an accounting software that wants to do billing.
Both are pretty solid at their core functionality, and weak on the other. However, it's a shorter step for Xero to add interest and recurring CC billing, so …
Chose FreshBooks
Years ago we started using FreshBooks and then decided to look for a less expensive option. After trying multiple solutions, we went back to FreshBooks and haven't looked back since. That was over 10 years ago.

No service can compete with their functionality, pricing, and …
Chose FreshBooks
The software we selected is because the learning curve is very kind. Once we draw the way we manage our business, we understand we have to make some changes in order to adjust to the new software. This software allows us to reflect every aspect of the business, costs and …
Chose FreshBooks
I really liked Wave Apps for a bit. It had some limitations, but I really like how easy it was to use and intuitive. Great pricing too. So I would recommend that over Freshbooks at this point for someone who is just getting started. Quickbooks is great for accounting. Super …
Chose FreshBooks
Don't get me wrong — I like Xero for accounting purposes. But Xero's invoicing isn't great. There's too many features I depend on that FreshBooks has that Xero just does not. I need to be able to take deposits, send automatic reminders, and create an extremely user-friendly …
Chose FreshBooks
FreshBooks is hands down the best software for collecting invoices, payments, tracking time and managing expenses we have ever used. I am an avid user and fan and have been and will continue to be. They are keen on the updates, on listening to customers feedback and making …
Chose FreshBooks
You have to know why you want to establish an online solution. Understanding what you want to accomplish will probably lead you to FreshBooks as it has the cleanest, simplest design going and it accomplished its tasks without being a burden.
Chose FreshBooks
I love that I can truly give an estimate on the spot and afterward transform it into a receipt. I can begin working with my customer instantly. It is similarly wonderful that I can do it anywhere and it incorporates with Stripe, which collects numerous monetary forms so we can …
upSWOT

No answer on this topic

Features
FreshBooksupSWOT
Customization
Comparison of Customization features of Product A and Product B
FreshBooks
9.1
Ratings
18% above category average
upSWOT
-
Ratings
API for custom integration9.30 Ratings00 Ratings
Plug-ins9.00 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
FreshBooks
10.0
Ratings
18% above category average
upSWOT
-
Ratings
Single sign-on capability10.00 Ratings00 Ratings
Role-based user permissions10.00 Ratings00 Ratings
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
FreshBooks
7.5
Ratings
5% below category average
upSWOT
-
Ratings
Dashboards9.00 Ratings00 Ratings
Standard reports8.80 Ratings00 Ratings
Custom reports4.80 Ratings00 Ratings
General Ledger and Configurable Accounting
Comparison of General Ledger and Configurable Accounting features of Product A and Product B
FreshBooks
7.5
Ratings
4% below category average
upSWOT
-
Ratings
Accounts payable8.00 Ratings00 Ratings
Accounts receivable9.40 Ratings00 Ratings
Cash management7.00 Ratings00 Ratings
Bank reconciliation7.00 Ratings00 Ratings
Expense management6.60 Ratings00 Ratings
Time tracking7.60 Ratings00 Ratings
Multi-currency support7.00 Ratings00 Ratings
Regulations compliance6.00 Ratings00 Ratings
Self-service portal9.10 Ratings00 Ratings
Order Management
Comparison of Order Management features of Product A and Product B
FreshBooks
9.5
Ratings
21% above category average
upSWOT
-
Ratings
Pricing8.80 Ratings00 Ratings
Order entry9.30 Ratings00 Ratings
Credit card processing9.70 Ratings00 Ratings
Cost of goods sold10.00 Ratings00 Ratings
Best Alternatives
FreshBooksupSWOT
Small Businesses
QuickBooks Self-Employed (discontinued)
QuickBooks Self-Employed (discontinued)
Score 8.9 out of 10
Square Invoices
Square Invoices
Score 9.2 out of 10
Medium-sized Companies
Zoho Books
Zoho Books
Score 9.0 out of 10
Apple Pay
Apple Pay
Score 9.3 out of 10
Enterprises
Oracle Fusion Cloud Enterprise Performance Management
Oracle Fusion Cloud Enterprise Performance Management
Score 10.0 out of 10
Checkout.com
Checkout.com
Score 8.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
FreshBooksupSWOT
Likelihood to Recommend
9.4
(0 ratings)
-
(0 ratings)
Likelihood to Renew
7.6
(0 ratings)
-
(0 ratings)
Usability
9.6
(0 ratings)
-
(0 ratings)
Availability
10.0
(0 ratings)
-
(0 ratings)
Performance
8.0
(0 ratings)
-
(0 ratings)
Support Rating
6.0
(0 ratings)
-
(0 ratings)
Implementation Rating
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
FreshBooksupSWOT
Likelihood to Recommend
FreshBooks is the perfect tool for businesses who have hundreds of clients and customers whom they invoice regularly. It removes the need to manually send invoices to clients and customers, by streamlining inputted information to create an automated invoicing system which keeps clients and customers up to date with their bills. It is also a great tool for managing expenses, especially for companies with different teams working on varying projects, ensuring these teams do not exceed the budget ceiling.
Read full review
No answers on this topic
Pros
  • FreshBooks is pretty intuitive to use. I did have some questions when I first started using the system, but it wasn't a long learning curve.
  • FreshBooks provides more capability than other billing applications such as PaySimple or BlinkSale. FreshBooks does provide an easy invoicing function. It's easy to create invoices that can be sent via email or snail mail to one or more individuals (for example, the decision-maker and the accounting dept). Clients can pay online or send a check and then I note that the payment has been received. If paid by credit card, the system automatically marks the invoice paid. Your business accounts such as bank accounts can be linked to FreshBooks. Then, the system can automatically draw in expenses and will create simple P&L reports, overdue invoices, client history, etc. If you don't have inventory and complex payroll, etc. FreshBooks provides just the right level of capability to make financial tracking simple.
  • FreshBooks integrates with a number of credit card companies. I use Stripe, which has fees similar to Paypal, but much more reliable processing. I can accept all credit cards, including American Express, for a reasonable fee.
Read full review
No answers on this topic
Cons
  • Pricing structure is very poor for us. $10/user per month when we have staff that comes and goes. And it's impossible to change a free contractor to a paid staff and vice-versa. This is my biggest complaint.
  • They only allow one admin owner user. Emails must come from that account. This is annoying, as other staff cannot log in with the same power.
  • The user interface is quite dated. I've made recommendations to improve it and all have been ignored. It's skinny and not fluid. Also, there is no way to link between invoices and clients.
Read full review
No answers on this topic
Likelihood to Renew
At the current needs of our business, FreshBooks suits us perfectly - it allows online access by our accountant to the system for GST purposes, easy input of expenses and tracking of Profit and Loss statements. FreshBooks customer service is great as well - very understanding and accommodating.
Read full review
No answers on this topic
Usability
It is well-built software with no significant drawbacks. It offers all the necessary futures expected from online software. However, it is not yet up there with Xero and QuickBooks regarding connections with other software and advanced reporting features. The developers work closely with accountants, and therefore, I expect further development of the software.
Read full review
No answers on this topic
Reliability and Availability
FreshBooks is easy to use and always works!
Read full review
No answers on this topic
Support Rating
I think the support level for FreshBooks is on par with a 6 because the folks behind this application do a fairly good job at providing support for their customer base. I still don't think they are at an elite level when it comes to supporting but are getting there although too slow in my opinion.
Read full review
No answers on this topic
Implementation Rating
I haven't changed my mind since my first evaluation. Freshbooks is still meeting my needs, easy to use, etc.
Read full review
No answers on this topic
Alternatives Considered
There is no fluff and feature overload with FreshBooks. I can get to what I need quickly and easily. I don't have to deal with unnecessary features and fields the system considers essential. The payment features are streamlined and have lots of flexibility when receiving payments. I love FreshBooks support, and it is 100 more customer-friendly and easier to work with than its primary competitors from my experience.
Read full review
No answers on this topic
Return on Investment
  • Since implementing FreshBrooks, 80% of invoices created are paid in less than 30 days from the time the invoice is sent via email to the client. Prior to FreshBooks, we were mailing or hand-delivering our invoices and payment on those invoices was in the 45-90 day range.
  • Time tracking is done directly in FreshBooks (or through a plugin that's connected directly to FreshBooks) and is very easy to use. With this feature we're much better able to track all business activities. This has helped us to quantify the time we're spending on non-billable business-related work in addition to our billable client hours. We've been able to adjust our pricing accordingly, as well as being more efficient with our non-billable activities.
  • When FreshBooks online payments is set-up in your account, payments made with this method are automatically sent to your bank account. We choose between FreshBooks payments and PayPal payments in order to manage how much money stays in the PayPal account for online expenses vs. how much is transferred directly to the bank account.
Read full review
No answers on this topic
ScreenShots

FreshBooks Screenshots

Screenshot of the dashboardScreenshot of an invoice overviewScreenshot of an example of a customizable invoiceScreenshot of an invoice appearing across devicesScreenshot of expensesScreenshot of time tracking