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Find unbilled FreshBooks work
Report

Find billable work you have not invoiced yet

For project managers who want unbilled FreshBooks time and expenses grouped by client, just by asking their AI assistant.

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Find unbilled FreshBooks work
What billable work have we not invoiced in FreshBooks since 1 July? Group it by client.
There is unbilled work for 4 clients since 1 July, and Contoso Ltd has the most. - Contoso Ltd: 32.5 hours, 410.00 in expenses, oldest item 9 July - Fabrikam Inc: 12.0 hours, 85.00 in expenses - Adventure Works: 6.25 hours, no expenses - Unassigned: 3.0 hours with no client Want the project breakdown for Contoso Ltd?
FreshBooks
Sample figures. Your results come from your own account.
freshbooks-get-time-entry
freshbooks-get-expense
freshbooks-get-client
freshbooks-get-project

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

FreshBooks

FreshBooks
Run it on your own FreshBooks data.

Connect FreshBooks, pick your AI tool and paste the prompt.

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The problem

Billable work sits uninvoiced for weeks

Billable hours and expenses are easy to forget. Checking time and expenses separately and working out each client and project means work done is never invoiced.

Without PopdockAI

  • Check time entries for unbilled hours
  • Check expenses for unbilled items
  • Work out the client and project for each
  • Find forgotten work months later

With PopdockAI

  • Unbilled billable time is found and converted to hours
  • Billable expenses not on an invoice are added
  • Results are grouped by client with the oldest item
  • Unassigned time listed apart, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find billable work not yet invoiced since {from-date} (default: the last 90 days), grouped by client.

**Step 1: Unbilled time**

If `{company}` is not empty, pass it as `company` on every call; otherwise omit `company`. Call `freshbooks-get-time-entry` with `billable` true, `billed` false and `started-at.from` {from-date}. Convert `duration` from seconds to hours.

**Step 2: Unbilled expenses**

Call `freshbooks-get-expense` with `billable` true and `date.from` {from-date}. Keep only rows where `invoice-id` is empty.

**Step 3: Report**

A table by `client-id`: hours, expense total, project ids. Resolve client names with `freshbooks-get-client` and project titles with `freshbooks-get-project` for the top results. Highlight the oldest unbilled item per client.

**Rules & Guidelines:**

* This prompt is read-only. Never call any `freshbooks-add-*`, `freshbooks-update-*`, `freshbooks-delete-*`, `freshbooks-mark-invoice-as-sent` or `freshbooks-send-invoice-by-email` tool.

**Validation:**

* If both reads return nothing, say there is no unbilled work and stop.
* Time entries without a `client-id` go in a separate "unassigned" line.

Who it's for

One answer, three teams that use it

Project managers

Bill every hour your team works

See unbilled hours by client and project so nothing slips through.

What billable hours are unbilled in FreshBooks for the last 60 days?

Bookkeepers

Invoice expenses on time

Find billable expenses not on any invoice, grouped by client.

Which billable FreshBooks expenses since August have not been invoiced?

Agency owners

Recover revenue you earned

See the oldest unbilled item per client and invoice it before it goes stale.

Which clients have the oldest unbilled work in FreshBooks?

How it works

What PopdockAI does when you ask

You give a start date or use the last 90 days, and your AI assistant finds unbilled time and expenses. It reports only.

01

Ask

You give a start date, or use the last 90 days.

Your AI tool

02

Time

It finds billable time entries that are not billed and converts them to hours.

freshbooks-get-time-entry

03

Expenses

It finds billable expenses that are not on an invoice.

freshbooks-get-expense

04

Report

You get a table by client with hours, expense totals and the oldest item.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for FreshBooks and one secure connection to your AI tool. No code, no exports.

get-data

freshbooks-get-time-entry

Returns logged time entries from FreshBooks with project, hours and billed state. Filter by project, client or date range.
get-data

freshbooks-get-expense

Returns expenses from FreshBooks with vendor, category, amount and date. Filter by client, project or date range.
get-data

freshbooks-get-client

Returns clients from FreshBooks with contact details, currency and outstanding balance. Filter by name or email.
get-data

freshbooks-get-project

Returns projects from FreshBooks with client, budget and status. Filter by client or title.
Read only.Nothing in FreshBooks Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Forgotten billable work found by client

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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