FreshBooks
PrivateLast Round
Debt
Mar 20, 2025
Est. Valuation
$1B
Total Funding Raised
$431.55M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
FreshBooks is a financial software company that provides a cloud-based accounting software platform with tools for invoicing, expense management, and online payments for small and medium-sized businesses.
Sector
FinTech
Verticals
Accounting & Expense, Digital Payments, Vertical SaaS, Project Management, BNPL
Business Model
B2B
Customer Profile
Subscription SaaS, Payment Processing Fee, Freemium
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
FreshBooks Comparables
Compare FreshBooks with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| H&R Block, Inc. | 81% | |
| ZipBooks | 81% | |
| Intuit | 80% |
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FreshBooks Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Mar 20, 2025 | ||||
| Grant | Nov 14, 2022 | ||||
| Debt | Aug 3, 2022 | ||||
| Series E | Aug 10, 2021 | ||||
| Debt | Aug 10, 2021 | ||||
Strategic | Aug 7, 2019 |
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Key People
Founding team and executive leadership
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FreshBooks Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Morgan Stanley Expansion Capital | Debt |
| Barclays PLC | Series E |
| Georgian | Series A, Series B |
| Gaingels | Series E |
| Morgan Stanley Private Credit | Debt |
| Morgan Stanley | Debt |
| Oak Investment Partners | Series B, Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 30, 2026
Added Shiprazor Limited, a logistics technology startup, as a customer.
- Feb 27, 2026
Added Techanatomy LLC, an IT consulting firm, as a customer.
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Recent news
Latest coverage and updates
- launchesSep 28, 2026
FreshBooks launches a functional extension of its financial management platform with native connectivity to Anthropic’s Model Context Protocol (MCP), enabling small-business owners and sole entrepreneurs to securely connect accounting data to their chosen AI models and applications.
- integrates_withSep 25, 2026
FreshBooks integrates Anthropic Limited's MCP Connector to let solopreneurs and small businesses bring AI into complex administrative and financial workflows while choosing how their data is used; the connection starts in Claude, where users find the connector and link their account in about 30 seconds without setup in FreshBooks, on Sep 25th '26 in Canada.
- partners_withAug 9, 2026
FreshBooks and Grasshopper Bancorp, Inc. partner to give small business owners greater financial flexibility by connecting business management, invoicing, payment, and banking solutions in New York on Jul 28th '26'.
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FreshBooks Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about FreshBooks's valuation, stock price, and market status.
Is FreshBooks a public or private company?
FreshBooks is a private company.
What is the current stock price of FreshBooks?
FreshBooks is a private company, so its shares have no public market price. Caplight tracks FreshBooks's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is FreshBooks worth (valuation)?
FreshBooks's valuation is estimated at $1.0B based on funding round data.
Can I buy FreshBooks stock?
FreshBooks shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was FreshBooks's last funding round?
FreshBooks's most recent funding round was Debt on March 20, 2025.
Who are the main investors in FreshBooks?
Key investors in FreshBooks include Morgan Stanley Expansion Capital, Georgian, Morgan Stanley Private Credit, Oak Investment Partners, Accomplice.
Will FreshBooks IPO soon?
No public IPO plans have been announced for FreshBooks.
How can I track FreshBooks secondary market activity?
Caplight tracks bids, offers, and trades in FreshBooks's shares on secondary markets.