Integrations/FreshBooks
F

Control what your AI agents do in FreshBooks.

Let your team build AI agents for FreshBooks. Bollard AI controls what each one can do, area by area.

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FFreshBooks
Bookkeeping Agent
Clients Area of the booksOffReadFull use
Invoices Area of the booksOffReadFull use
Payments Area of the booksOffReadFull use
Delete records and payments
What agents can do

Set what each agent can do in every area of your books.

Each area of FreshBooks, like clients, invoices, or payments, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read records in that area, like invoices or clients. It can't change anything.
Full use
Create and update
The agent can create and update records in that area, like raising an invoice or adding a client.

Some actions stay off until explicitly turned on

Each one removes records for good or records money, so it could override the limits set on individual areas.

Deleting invoices or clientsDeleting expenses and estimatesRecording or deleting payments
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's FreshBooks a single time. Bollard AI lays out the areas of your books, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

A bookkeeping agent.

A bookkeeping agent updates clients and can read your invoices, but it can't delete records or record a payment.

Clients Area of the booksOffReadFull use
Invoices Area of the booksOffReadFull use
Payments Area of the booksOffReadFull use

Manage access

ALLOWEDBookkeeping Agent updated a record in Clients
ALLOWEDBookkeeping Agent read an invoice
BLOCKEDBookkeeping Agent tried to open Payments, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and FreshBooks, so they never hold your FreshBooks keys and never reach FreshBooks directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to FreshBooks. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and recording payments or deleting records is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your FreshBooks keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which client or invoice, and the decision. The record is readable and can't be edited after the fact.

Questions

FreshBooks, answered.

Does connecting FreshBooks hand Bollard AI your whole books?+
Only the areas you allow. An admin connects your FreshBooks, and you decide which areas, like clients or invoices, each agent can reach. Bollard AI doesn't browse or copy your books. It sits in front of them and checks every request the agents make, passing or blocking each one.
Can an agent delete records or record payments?+
Not unless you turn it on. Deleting invoices, clients, and expenses, and recording payments, are held off by default, so an agent can raise invoices and manage clients without ever removing records or recording money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our FreshBooks keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches FreshBooks, and the blocked attempt lands in the activity record with the reason.
How do we connect FreshBooks?+
An admin connects the company's FreshBooks once. Bollard AI seals the connection and lays out the areas of your books to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in FreshBooks, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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