Family office software with FreshBooks integration

Super connects seamlessly with FreshBooks to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.

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What is the FreshBooks integration?

Our FreshBooks integration allows family offices to connect FreshBooks directly with Super. By syncing data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.

Gain real-time insights with FreshBooks data visible in dashboards and portfolio views.

Consolidate FreshBooks accounts alongside banks, custodians, and other data sources.

Automatically fetch data from FreshBooks.

Centralise your reporting including FreshBooks included.

How FreshBooks works with Super

Super connects directly to FreshBooks, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.

Save time with automated data flows.

Improve accuracy across assets and liabilities by including FreshBooks data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date FreshBooks data.

Benefits of integrating Super with FreshBooks

Connecting FreshBooks with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.

Unify reporting by consolidating FreshBooks data with banks, custodians, and other systems in one dashboard.

Eliminate manual exports and imports from FreshBooks.

Reduce errors and maintain reliable reporting with data directly from FreshBooks.

Grow your operations without adding extra admin work.

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