Connect FreshBooks with Glances to View Your Accounting Data Anywhere
Access your FreshBooks data when and where you need it, using Glances
FreshBooks is accounting software that gives you the tools and time you need to successfully balance your books, client relationships, and business. If you currently use FreshBooks, you can level up your workday efficiency with the ability to view accounting data while working in any app outside of FreshBooks, all made possible by the Glances no-code integration platform. You can also find Glances as an approved connector tool for FreshBooks Apps & Integrations at freshbooks.com/integrations/pages/glances.
Whether you rely on Pipedrive, Mailchimp, Rocket.Chat, or any other tools in your SaaS stack, Glances empowers you with a single view of your customer insights and personal tasks data across multiple apps, in real time. Glances works on any webpage you visit or within any app you use, so the big-picture data you need is always by your side.
Available FreshBooks views
When FreshBooks is connected to Glances, you can view accounting details per contact within any web app or platform you prefer to work in. In the example screenshots below, the Glances user is checking out the latest customer invoices and estimates from FreshBooks while working in their CRM of choice, Pipedrive.
From the Glances Search tab, enter any contact’s name or email address to pull up their related data across all connected apps. Click on the FreshBooks Customer’s Invoices Glance to get the latest invoices related to each customer. Or, click on the FreshBooks Customer’s Estimates Glance to expand the full list of estimates per customer, then click on any line item to drill down to the details. Other available Glances ready for connection are FreshBooks Estimates and List of Projects. If you need to jump out of Glances and view anything directly in FreshBooks, just click on our handy external link to make it happen.
Our development team is continually optimizing Glances with additional views and actions, so stay tuned for more product updates. If you need to see a specific view or data set from any of your web apps, contact our team to discuss custom options for your business.
Immediate ways to view your FreshBooks data using Glances
Glances acts as your go-to hub for viewing customer insights and personal tasks across all apps, unifying your once-siloed information so you can feel more organized, crush productivity, and get back in control of your workday goals. Below are the major pathways for using Glances to access not only your FreshBooks accounting data, but data from all of your connected web apps anywhere:
1. By Browser
Once the browser extension is installed and you have connected your favorite apps, Glances will stamp a data point, such as an email address, that displays on the webpage you are viewing. To see data associated with that email, click the stamp. Alternatively, you can use the Glances widget in the corner of the page to see relevant data, including the ability to search by any name or email address. Consistent with the Glances web app, you will also see the My Daily Glances tab, which shows your personal tasks data across apps, such as: upcoming meetings, to-dos, and much more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just FreshBooks
You already depend on FreshBooks every day for your accounting and business finance needs, but we realize you likely spend a lot of time in other platforms important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Try Glances with FreshBooks (and all your apps!) to bring clarity to your workday
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect the FreshBooks app when you are logged in to your Glances account, or search for it on the FreshBooks marketplace at freshbooks.com/integrations/pages/glances.
More helpful steps
Schedule a demo to see the awesome benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.