Rapidly build custom FreshBooks automation and scale invoice management, order processing, cash flow operations, or any other accounting processes. The Tray Platform empowers any business user to seamlessly flow data between the FreshBooks API and any application in their tech stack, including their CRM, helpdesk, e-commerce platform, payroll service, HR software, and many more.

Utilize our full library of pre-built connectors, data helpers, and custom logic operators to build custom FreshBooks automation that fits your exact need. Business users in finance, accounting, supply chain, e-commerce, revenue operations, and other roles across the organization trust the Tray Platform to flow their most sensitive financial and accounting data anywhere they need.

Up-level your accounting operations with FreshBooks automation. Now you can create multi-step workflows that trigger any operation between any combination of tools. Accelerate approval processes for invoices and expense reports with alerts to relevant stakeholders. Dynamically sync bookkeeping data such as invoices, bank details, payroll, and balance sheets across all your applications.

The Tray Platform makes it easy for any business user to stand up customized FreshBooks integrations. And it’s powerful enough for technical users to handle heavy-duty data jobs that process billions of data records daily. We built our platform on elastic, serverless architecture so your workflows automatically scales as your data needs evolve.

Streamline e-commerce payment processes  by automatically syncing invoices across Freshbooks after a customer transaction. Streamline the quote-to-cash process by bi-directionally syncing Freshbooks and your CRM to accelerate approvals.  Automatically send reminders to customers for past-due invoices. You can build customized automation for any use case with all your important applications such as Zendesk, WordPress, Shopify, Quickbooks, PayPal, HubSpot, WooCommerce, Xero, Harvest, Asana, Salesforce, Stripe, Toggl, and many others.

Security teams trust our platform because we offer enterprise-grade security, including SOC 2 Type 2-certification, and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.