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Freshbooks

Build one reliable and consolidated source of truth for your financial analytics with Freshbooks and ClicData.

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ClicData + Freshbooks

Get data from Freshbooks in minutes with our connector

Connect and unify data from any source

Instantly connect all your Freshbooks data to 250+ applications, systems, databases, or files, on-premise or in the cloud. Clean, transform, and forecast your data for a single source of truth.

Customize & automate your reporting

Go beyond Freshbooks analytics to visualize any KPI in custom and fully interactive dashboards, or pixel-perfect reports. Automate data updates, alerts, and publication to focus on what matters.

Share insights that drive business impact

Power decision-making at all times with fresh, reliable, and accessible data. Automatically send dashboards & reports to your teams, clients, and stakeholders, so everyone’s aligned.

How to connect Freshbooks to ClicData?

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  • 1 Set up your connection
    Simply create a connection between your system and ClicData in just a few clicks.
  • 2 Get the structured data you need
    Select which data table you want to pull and ClicData will pre-format and load it for you.
  • 3 Transform, visualize, and share your data
    Clean, merge, and filter your data. Visualize it in custom dashboards or reports, and share it with your teams, clients, or stakeholders.
Read documentation

What benefits can you get?

  • Build and automate your P&L statements
  • Consolidate your accounting by country, region, GTM
  • Provide a clear view of costs and budget to branch and department leaders
  • Automate the data refresh, and dashboard publication to stakeholders

What can you measure?

  • Expenses per Department against Target
  • Gross Sales by Segment
  • Gross Sales by Product / Services
  • Total Operating Income
  • Gross Profit by Country

Track all your KPIs in custom & interactive dashboards

interactive dashboard to track your income and expenses in real-time

Income and Expense Analysis
consolidated accounts payable dashboard

Consolidated Accounts Payable
key financial controlling dashboard to assess actual against budget, profitability

Key Financial Controlling Dashboard

Integrate all your company systems and enrich your analytics

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QuickBooks Online

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FAQ

ClicData offers you more flexibility for your reporting needs, in multiple ways:

  • store historical data to perform YoY analysis and comparisons over time
  • clean, transform, calculate, forecast, and enrich your data with 250+ sources
  • build custom metrics and visualizations that answer key business questions

Ready to get started?

Your first dashboard up and running by the of the day. Challenge accepted!

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