FreshBooks

FreshBooks in the lake, not another export.

FreshBooks already has reports. They are fine, for FreshBooks. The minute you want collected vs outstanding next to time, tickets, or "who went quiet," you are in a spreadsheet.

Coeleste pulls invoices, payments, expenses, and time into the lake. You define what collected means at your company. Drafts in or out. Which date. Refunds. That definition is the truth. Tiles are views of it. Aging. Top clients. Needs collecting. Month over month.

When a number looks wrong, you do not rebuild the board. You ask why in your AI. It can see FreshBooks next to the rest of what you connected. Same permission model. Payroll stays dark if you kept it dark at connect time.

Send the AR board to whoever chases invoices. Viewers do not take a seat. The lake keeps history FreshBooks will overwrite. MSPs hang a client version of the same truths.

Coeleste is coming soon. Get early access if you want in. More notes.