FreshBooks Integration + Financial Reporting Support
Jennifer Robinson
Right now, Moxie doesn’t offer any internal reporting tools to view income by type, client, service category, etc.—which makes it hard to track financial performance without using an outside accounting tool. For users who don’t use QuickBooks or Xero, this creates extra steps and disconnected workflows.
FreshBooks is a more intuitive alternative and would be a huge help for:
- Tracking revenue and expenses by category
- Generating financial reports (monthly income, profit/loss, etc.)
- Managing taxes and bookkeeping more efficiently
A FreshBooks integration that syncs invoices, payments, and client info would save time, reduce manual entry, and fill one of Moxie’s biggest current gaps.
Please consider making this a priority—many of us need outside accounting only because Moxie can’t do this part yet.