Confirm
+
FreshBooks
Accounting

Capture FreshBooks Accomplishments in Confirm Performance Reviews

Reviews that rely on memory miss 80% of what actually happened. Connect FreshBooks and never lose an accomplishment again.

How Confirm captures FreshBooks data

Confirm connects to FreshBooks and continuously pulls your team's real work activity. When review season opens, AI-drafted self-reflections and manager reviews are pre-populated with what actually happened — not what people can remember.

1

Connect FreshBooks to Confirm

Your dedicated integrations lead sets up a secure, read-only API connection to your FreshBooks workspace. Most setups take less than a day.

2

Confirm captures ongoing activity

As your team works in FreshBooks, Confirm continuously captures relevant accomplishments — completed work, milestones hit, and contributions made.

3

AI drafts reviews with real data

When performance cycles open, Confirm uses FreshBooks activity to draft self-reflections and manager reviews grounded in actual output — not memory.

4

Managers review and finalize

Managers review AI-drafted content sourced from FreshBooks and other connected tools, edit as needed, and submit — cutting review prep time dramatically.

What you get with FreshBooks + Confirm

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Reporting cycles captured

Reporting cycles closed, reconciliations completed, and audits supported via FreshBooks surface automatically in Confirm reviews.

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Finance contributions recognized

Finance teams' actual system activity in FreshBooks — not just self-reported highlights — becomes part of the performance record.

✍️

AI reviews with real finance data

Confirm uses FreshBooks activity to draft review content that recognizes finance team work automatically.

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Dedicated integrations lead

Your Confirm integrations lead handles the FreshBooks setup so you're live quickly without engineering resources.

"Reviews that rely on memory miss 80% of what actually happened. Connect FreshBooks and never lose an accomplishment again."

Book a Demo →

Frequently asked questions

What data does Confirm pull from FreshBooks?

Confirm pulls work activity and output data from FreshBooks — the specific metrics depend on your category. This data is used to populate AI-drafted self-reflections and manager reviews with real accomplishments instead of relying on memory.

How does FreshBooks data appear in performance reviews?

FreshBooks activity surfaces automatically as accomplishments in review drafts. Employees see their actual work called out in self-reflections. Managers see what their reports actually shipped. No more "tell me what you accomplished this quarter."

How long does it take to set up the FreshBooks integration?

Most integrations are live within a few days. Your dedicated Confirm integrations lead handles the API connection, permissions, and field mapping — no engineering required on your side.

Is employee data from FreshBooks kept private?

Yes. Confirm uses read-only API connections to FreshBooks and only pulls performance-relevant activity data. All connections are encrypted and access is role-based. Confirm is SOC 2 compliant.

How often does Confirm sync from FreshBooks?

Confirm syncs FreshBooks data on a regular schedule (typically daily) so your review data is always current when performance cycles open.

Ready to connect FreshBooks with Confirm?

Book a 30-minute demo and see how Confirm connects to FreshBooks to capture real work data for accurate performance reviews.