FreshBooks Report Analyzer – Upload and Analyze Exports

This FreshBooks report analyzer reads your invoice, expense, and profit & loss exports directly and answers questions about revenue, client patterns, and expense categories in seconds—no pivot tables or formulas required.

Upload your FreshBooks export and ask questions about revenue, outstanding invoices, or expense patterns—the analyzer handles the row consolidation, date parsing, and cross-file mapping that would otherwise require an hour of spreadsheet work.

Drop your file in and ask a question — no account needed.

Upload your spreadsheet.xlsx .xls .csv — free to try, no account

Or start with

What is my total outstanding receivables by client?Which service or item generated the most revenue last quarter?How much did I spend on each expense category this year?Which clients have I not invoiced in the last 90 days?What is my average invoice amount by client?

What this export contains

Client Name

Invoice Number

Invoice Date

Due Date

Amount

Amount Paid

Status

Item Name

Item Description

Quantity

Rate

Tax Name

Expense Category

Vendor Name

Common questions

Does this work with FreshBooks invoice exports?

Yes. Export your invoices from FreshBooks as CSV (Reports > Invoices > Export), then upload the file. The tool recognizes Client Name, Invoice Date, Amount, Status, and other standard columns.

Can I analyze both invoices and expenses together?

Yes. Upload your invoice export and your expense export, then ask questions that compare revenue to costs, like profit margin by month or expense categories as a percentage of income.

What is a FreshBooks report analyzer?

A FreshBooks report analyzer is a tool that reads CSV exports from FreshBooks and answers questions about your financial data without requiring pivot tables, formulas, or manual calculations.

What does it cost?

You can try it free without an account, and the free plan includes credits every month. Paid plans add more credits and seats; every feature is on every plan. See the pricing page for current prices.

What if my FreshBooks export has custom fields?

The tool reads custom fields and lets you filter or group by them. If you added a Project field or a Sales Rep field, you can ask questions like 'revenue by project' without any setup.

Do I need to reformat the CSV before uploading?

No. Upload the file exactly as FreshBooks exports it. The tool handles date formats, currency symbols, and the way FreshBooks splits item details across multiple columns.

Try it with your own file

DataMimi reads the file you actually have — merged cells, headers below row one, totals pasted at the bottom — and shows which rows and columns every number came from.

Ask about your file

What DataMimi costs

Every plan does everything — slides, written reports, cleaned exports, dashboards. They differ in how much work they cover.

Free

40 credits a month

Starter

$24 /month

1,500 credits a month

Pro

$59 /month

5,000 credits a month

Start free — no card See every plan