Two-way contact sync between FreshBooks and FinFolio

FreshBooksFinFolio

Always have an up to date address book of clients to send invoices to. Or, in the other way, ensure that anybody you bill is created in your CRM or other cloud app.

Want to win time by managing just one application? Set up PieSync for free today and start syncing your FreshBooks and FinFolio contacts.

It takes 5 minutes to start syncing FreshBooks with FinFolio

Get started for free

no-strings-attached 14-day free trial

Other available connections on PieSync

More connections with FreshBooks and FinFolio are available within the PieSync app. See all possible connections, keep an eye on our progress and vote for your preferred app.

About PieSync

PieSync works in the background and integrates your contacts two-way and in real time between your favorite cloud apps. This means you will have access to the most up to date customer information, no matter where you are or who entered the data.

FreshBooks

About FreshBooks

FreshBooks is the #1 accounting software in the cloud, designed exclusively for freelancers and growing service-based business owners. Automate invoicing, organize expenses, track time and accept credit cards online with just a few clicks. FreshBooks helps you grow your business, gets you paid 2x faster and keeps you and your team organized, efficient and collaborative. Start a free 30-day trial today

FinFolio

About FinFolio

FinFolio is the best portfolio management software and trading software on the market, for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

Try it out for yourself

With PieSync, as soon as a lead enters our CRM, it's available for a "one-click call-back" in the mobile phone of our sales team. It's fixing 3 problems at once: speed, data accuracy and sales' engagement with CRM.

Adrien JorgeCo-Founder

This is a great app that does exactly what it is supposed to do and in a very simple way. I use it to keep my contacts in sync between CRM's and it does a great job of that.

Kevin JohnsonAssociate Broker