FreshBooks handles your invoices. OnBrio runs your whole agency.

OnBrio is not a full accounting platform — it does not replace QuickBooks for deep bookkeeping and tax workflows. OnBrio is an agency OS: CRM, proposals, contracts, invoicing, project management, client portal, and AI. If your primary need is accounting and tax compliance, FreshBooks plus a CPA works well. If you need to run client relationships, projects, and billing from one place, OnBrio is the right tool.

OnBrio handles your client-facing billing — invoices, proposals, contracts, and payments. It does not replace QuickBooks for payroll, tax filing, and GAAP-compliant accounting. Most agencies use OnBrio for client billing and a separate accounting tool for internal finances. You can export OnBrio invoices to sync with your accountant's preferred tool.

OnBrio includes basic expense tracking — you can log project expenses and attach them to client invoices. For deep expense categorization, receipt scanning, and bank reconciliation, FreshBooks or QuickBooks remain the better choice. OnBrio focuses on client-facing workflows: proposals, projects, and billing.

Straightforward. Export your clients and invoice history from FreshBooks Reports as CSV, import into OnBrio, and your client records are ready within minutes. Most agencies complete the migration in a single afternoon. Free migration support is available for all waitlist members at migration@onbrio.com.

FreshBooks is invoicing software. OnBrio adds everything before and after the invoice: a CRM to track leads, proposal builder with e-signature, contract management, Kanban and Gantt project views, a white-label client portal, workflow automations, AI copilot for drafting and insights, and cashflow forecasting. FreshBooks doesn't touch any of these — you'd need HubSpot, ClickUp, and HoneyBook stacked on top, which costs more than OnBrio alone.