IRIS KashFlow + FreshBooks Integration

Integrate FreshBooks to IRIS KashFlow in one click, or tell Integrately AI how you want each invoice handled. Create invoices, add payments, search customers, and track accounting updates automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
Arrow Right
2.
  • IRIS KashFlow
    Create invoice in IRIS KashFlow
  • IRIS KashFlow
    Search invoice in IRIS KashFlow
  • IRIS KashFlow
    Search customer in IRIS KashFlow
  • IRIS KashFlow
    Create customer in IRIS KashFlow
  • IRIS KashFlow
    Add payment in IRIS KashFlow
  • FreshBooks
    Create invoice in FreshBooks
  • FreshBooks
    Send invoice in FreshBooks
  • FreshBooks
    Update invoice in FreshBooks
  • FreshBooks
    Search invoice in FreshBooks
  • FreshBooks
    Create client in FreshBooks
  • FreshBooks
    Search customer in FreshBooks
  • FreshBooks
    Update client in FreshBooks
  • FreshBooks
    Create time entry in FreshBooks
  • FreshBooks
    Add payment to invoice in FreshBooks
  • FreshBooks
    Create other income in FreshBooks
  • FreshBooks
    Get customer by id in FreshBooks
  • FreshBooks
    Create expense in FreshBooks
  • FreshBooks
    Create estimate in FreshBooks
  • FreshBooks
    Create project in FreshBooks

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Ready Workflows Ready Workflows for FreshBooks + IRIS KashFlow Integration

Create invoices, update client records, add payments, and track accounting data, all in just one click.

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Connect more apps to your FreshBooks + IRIS KashFlow flow

Sync invoices with payment processors, cloud storage, and team messaging to keep your financial records fully updated. Pick a combination and activate it in one click.

IRIS KashFlow
FreshBooks
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StripeStripe (8)
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Google DriveGoogle Drive (8)
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QuickBooks OnlineQuickBooks Online (8)
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PayPalPayPal (8)
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GmailGmail (8)
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SlackSlack (8)
F
I
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Add every new FreshBooks invoice to IRIS KashFlow, and create a charge in Stripe.
New FreshBooks invoices appear in IRIS KashFlow within seconds while Stripe generates the corresponding charge, eliminating manual data entry.
S
F
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When a Stripe payment succeeds, record it in FreshBooks and update the invoice in IRIS KashFlow.
Successful Stripe payments instantly update FreshBooks and IRIS KashFlow, keeping your financial statements accurate.
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When a FreshBooks invoice payment is created, add the payment in IRIS KashFlow and update the charge in Stripe.
FreshBooks invoice payments trigger updates in IRIS KashFlow and Stripe, ensuring financial consistency.
F
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Create a Stripe customer for every new client in FreshBooks, and set up their record in IRIS KashFlow.
New FreshBooks clients automatically get profile records created in IRIS KashFlow and Stripe.
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If a Stripe charge is in USD currency, create an invoice in FreshBooks and log it in IRIS KashFlow.
Stripe charges in USD automatically trigger invoice generation in FreshBooks and log entries in IRIS KashFlow.
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When a Stripe charge is updated, update the invoice in FreshBooks and search for it in IRIS KashFlow.
Updated Stripe charge details instantly refresh your records in FreshBooks and IRIS KashFlow.
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C
F
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Use ChatGPT to summarise every Stripe refund note, create an invoice in FreshBooks, and log it in IRIS KashFlow.
ChatGPT processes Stripe refund notes to generate credit invoices in FreshBooks and update IRIS KashFlow.
S
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Turn every successful Stripe payment into a FreshBooks invoice, log it in IRIS KashFlow, and notify Slack.
Successful Stripe payments generate FreshBooks invoices, update IRIS KashFlow, and alert your team in Slack.

Supported triggers and actions for IRIS KashFlow and FreshBooks

Mix and match to build the exact automation you need

IRIS KashFlow
IRIS KashFlow Triggers & Actions
No trigger is available
Create invoice in IRIS KashFlow
Generates invoices for sales transactions
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Search invoice in IRIS KashFlow
Locates and retrieves invoices with
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Search customer in IRIS KashFlow
Locates and retrieves customer information
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Create customer in IRIS KashFlow
Adds a new customer to the database
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Add payment in IRIS KashFlow
Adds payment details to the system
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FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
Try it โ†’
Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
Try it โ†’
Create client in FreshBooks
Generates a new client profile
Try it โ†’
Search customer in FreshBooks
Locates and retrieves customer information
Try it โ†’
Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
Try it โ†’
Create expense in FreshBooks
Generates a new expense record
Try it โ†’
Create estimate in FreshBooks
Adds a new contact to the contact list
Try it โ†’
Create project in FreshBooks
Creates a new project
Try it โ†’

What can you automate with FreshBooks + IRIS KashFlow?

Streamline your accounting operations by connecting FreshBooks and IRIS KashFlow for automated invoicing, client sync, and payment tracking.

What you can automate?
๐Ÿงพ
Automate invoice creation between FreshBooks and IRIS KashFlow
Generate IRIS KashFlow invoices instantly whenever a new invoice is created in FreshBooks. Eliminate manual data entry and keep your accounting books perfectly synchronized.
๐Ÿ“‹
Capture every submitted client and invoice field
Map all available details from FreshBooks estimates, time entries, and client profiles into IRIS KashFlow. Ensure no custom field or line item gets left behind during transfers.
๐Ÿ””
Notify your finance team the moment invoices are issued
Send instant alerts to your team channels in Slack or via email the second an invoice or payment is recorded. Keep stakeholders informed of cash flow events in real time.
๐Ÿ”€
Route transactions conditionally based on submitted fields
Apply custom rules to handle high-value invoices or specific currencies differently. Trigger specialized workflows depending on the criteria submitted in FreshBooks.
๐Ÿ”„
Keep accounting records updated as invoices change
Automatically update corresponding records in IRIS KashFlow whenever an invoice or estimate is revised in FreshBooks. Maintain accurate financial histories across all tools.
๐Ÿ‘ฅ
Sync clients and avoid duplicate profile creation
Create or search customer records automatically when new clients are added in FreshBooks. Prevent duplicate entries and maintain a clean master customer directory.
๐Ÿ’ณ
Handle payment status changes and reconciliations
Track invoice payments and status modifications in real time. Automatically record payment collections and update ledgers across both platforms without manual checks.
๐Ÿ”Œ
Extend your workflow with popular supporting apps
Connect FreshBooks and IRIS KashFlow with Slack, Gmail, Google Drive, or Stripe. Build multi-step pipelines that handle document storage, payments, and team alerts together.
And much more...

Who is FreshBooks + IRIS KashFlow integration for?

Connecting FreshBooks and IRIS KashFlow eliminates manual data entry for finance teams, accountants, and business owners managing multi-app accounting workflows.

Financial analysts
Financial analysts
Billing managers
Billing managers
Account managers
Account managers
Operations directors
Operations directors
Project coordinators
Project coordinators
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial analysts
You're reviewing revenue reports across multiple billing platforms but your accounting ledger only updates when someone manually exports invoices, so the totals you're analysing against are always outdated โ€” automating both apps means every new invoice lands in your system instantly and your numbers stay current.
โšก
Billing managers
You need to track payment collections and reconcile accounts rapidly, but you find out about unpaid client balances too late โ€” automating both apps means every payment event triggers instant updates across your financial ledgers and keeps your cash flow visible.
๐Ÿ“‹
Account managers
You answer to clients and stakeholders who want to see accurate project estimates and financial records immediately โ€” this integration means every client record and estimate syncs across systems without delay and project reporting remains completely transparent.
โš™๏ธ
Operations directors
The transaction volume is too high for anyone to keep up by hand, leading to constant reconciliation bottlenecks โ€” this integration means every invoice, payment, and client profile transfers seamlessly between platforms so your team never falls behind.
๐Ÿค
Project coordinators
You own project milestone tracking and depend on someone upstream to hand over client details before billing can start โ€” automating both apps means every project and time entry transitions smoothly into invoices without waiting on manual handoffs.
๐Ÿ›ก๏ธ
Compliance officers
You need a reliable audit trail of all financial documents and keep finding gaps between billing and accounting tools โ€” automating both apps means every transaction and client profile is logged reliably with zero missing records.
Our team

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Why choose Integrately to automate IRIS KashFlow + FreshBooks

Build and manage your IRIS KashFlow + FreshBooks automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect IRIS KashFlow + FreshBooks with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect FreshBooks to IRIS KashFlow?
Frequently Asked Questions
You can connect FreshBooks to IRIS KashFlow instantly using 1-click ready workflows on Integrately. Choose from popular templates or use Integrately AI to set up custom integrations alongside Slack, Gmail, and Stripe.
Can I automatically create IRIS KashFlow invoices when a new FreshBooks invoice is created?
Frequently Asked Questions
Can I connect FreshBooks, IRIS KashFlow, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and IRIS KashFlow?
Frequently Asked Questions
How are client records handled between FreshBooks and IRIS KashFlow?
Frequently Asked Questions
Can I track payments and invoice updates across FreshBooks and IRIS KashFlow?
Frequently Asked Questions
Do I need coding skills to automate FreshBooks and IRIS KashFlow?
Frequently Asked Questions
Is the FreshBooks and IRIS KashFlow integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect FreshBooks or IRIS KashFlow With 1500+ Other Apps

FreshBooks
Popular FreshBooks Integrations
Connect FreshBooks to CRMs, payment gateways, and time-tracking tools to streamline billing and client management.
IRIS KashFlow
Popular IRIS KashFlow Integrations
Sync IRIS KashFlow with reporting platforms, tax software, and banking tools to maintain comprehensive financial control.