Does FreshBooks have bank and credit card feeds?

Yes. Automated Bank Import is on all plans (Lite, Plus, Premium, Select). It connects through Plaid (Canada, Europe, UK) or Yodlee (US and other regions) and retrieves roughly 30-365 days of history, and a CSV file import covers gaps. Credit card accounts connect through the same Plaid/Yodlee bank connections, which support most major credit card accounts, and card spending imports as expenses. Vergo connects any card from any bank and posts coded spend into FreshBooks.

October 1, 2026
See it with your ERP
Book Demo

Key takeaways

  • Bank feeds: Yes. Automated Bank Import is on all plans (Lite, Plus, Premium, Select).
  • Card feeds: Yes. Credit card accounts connect through the same Plaid/Yodlee bank connections, which support most major credit card accounts, and card spending imports as expenses. However, there is no issuer-specific commercial card feed.
  • Vergo works with any card from any bank and posts coded card spend into FreshBooks.

Where should you go next?

What FreshBooks includes

Bank feeds

Yes. Automated Bank Import is on all plans (Lite, Plus, Premium, Select). It connects through Plaid (Canada, Europe, UK) or Yodlee (US and other regions) and retrieves roughly 30-365 days of history, and a CSV file import covers gaps. Crypto, investment, line-of-credit and loan accounts are not supported.

Credit card feeds

Yes. Credit card accounts connect through the same Plaid/Yodlee bank connections, which support most major credit card accounts, and card spending imports as expenses. However, there is no issuer-specific commercial card feed.

What teams add alongside it

  • Corporate card with receipt matching

Where Vergo fits with FreshBooks

FreshBooks's card feed brings transactions into the ledger. Vergo works with any card from any bank, so every card in the program is covered whichever bank issued it, and connecting your existing cards involves no card applications, no re-issuing and no banking change. Transactions are ready to code the moment they happen — no waiting for clearing — and once they clear, they sync into FreshBooks. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the category and the team member who spent it, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Receipts come in the same flow: employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report.

Vergo integrates with FreshBooks and posts coded card spend into it; for FreshBooks, the live integration covers expense management.

Frequently Asked Questions

Does it depend on the FreshBooks edition or add-ons?

Automated Bank Import is on all plans (Lite, Plus, Premium, Select).

Can we keep our current cards with FreshBooks?

Yes. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.

Does Vergo post card spend into FreshBooks?

Yes. Vergo integrates with FreshBooks and posts card spend into it, coded to your category and the team member who spent it.

Does Vergo issue cards?

No. Vergo never issues cards. It works with the cards you already have.

CTA Succes Clicker
Get Started

Expense & invoice automation for your ERP

Book Demo
Book Demo