FreeAgent integrations
We're delighted to work with market-leading integration partners. Whether you’re looking for new solutions to optimise your business processes or to incorporate FreeAgent alongside your existing tools, our integration partners have got you covered.
To integrate with FreeAgent please email integrationsrequests@freeagent.com.
Banking and bank feeds
Import transactions from your NatWest account into FreeAgent automatically.
Import transactions from your Royal Bank of Scotland account into FreeAgent automatically.
Import transactions from your Ulster Bank account into FreeAgent automatically.
Mettle, the free business bank account by NatWest, entitles users to a free FreeAgent account, provided they have at least one transaction per month going through the Mettle account. (Optional add-ons may be chargeable.)
Open Banking bank feeds automatically import transactions from your business bank account into your FreeAgent account. Find out which banks these feeds are available for, and how to connect them here.
FreeAgent supports direct bank feeds with Monzo, Revolut, Starling Bank and Capital on Tap. Find out how to connect those accounts to FreeAgent here.
Credit control
Chaser is automation software which offers proactive and friendly chasing of unpaid invoices as well as a customer payment portal. Syncing with FreeAgent lets you personalise, schedule and track your receivables.
itsettled is a debt collection app that chases your invoices automatically, with templates for letters and scripts for follow-up calls. The integration with FreeAgent allows the products to share information such as an invoice’s payment status.
Know-it is a credit control system that allows small businesses owners to check customers’ credit ratings, chase payments with automated emails and has an option to collect payments through a debt recovery service.
CRM
Sync your contacts and invoices between FreeAgent and Capsule CRM.
Job management software designed for growing trades businesses. Easily schedule work, create digital job reports and track engineer timesheets. Seamlessly keep data in sync with the FreeAgent integration.
Contactzilla allows you to import your FreeAgent contacts easily.
Sync your contacts and invoices between FreeAgent and EdgeCTP’s customisable CRM. Suitable for accountancy practices and small businesses.
Firmao is a Polish CRM/WMS process automation software available in the cloud, dedicated to small and medium-sized companies.
HubSpot is a customer platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place.
Cloud-based matter management for legal professionals. The matters.Cloud integration with FreeAgent enhances FreeAgent to meet the needs of legal professionals.
Data entry and expenses
Automatic intelligent scanning technology for bills, statements and expenses.
Get your bookkeeping data into FreeAgent with no paper or data entry.
Auto-reconcile Stripe/GoCardless payouts, explain your bank transactions automatically with rules, auto-upload emailed receipts and more.
Fabio stands for FreeAgent Bulk Input and Output. Easily add, delete and export invoices, expenses, timeslips etc in bulk, using a simple spreadsheet. It supports practice account managers too.
Quickly and easily upload your bills and expenses to FreeAgent for free.
E-commerce
Connect your Amazon UK Seller Central account to FreeAgent to save time and streamline your admin if you’re selling online.
The days of typing your till receipts data into spreadsheets are over. Goodtill uploads all your daily sales data and end-of-day reports directly into the relevant fields in FreeAgent.
Sellwire integrates with FreeAgent to automatically explain your Sellwire transactions through PayPal as sales in FreeAgent.
Shopify’s e-commerce platform integrates with FreeAgent to automatically pull all of your key Shopify data into your FreeAgent account.
WooCommerce lets users build and manage e-commerce websites. The FreeAgent for WooCommerce extension synchronises WooCommerce orders with FreeAgent and can create invoices automatically.
Finance and funding
Satago provides on-demand business finance plus helpful credit control tools to help UK businesses get paid on time.
Forecasting, reporting and analysis
CaFE provides automated cashflow projections and insights for SMEs and their accountants.
Manage your schedule with Cushion and import clients, invoices and projects from FreeAgent.
Float automatically updates your cashflow forecasts with FreeAgent data, saving you time and helping you make decisions with confidence.
View and analyse some of your FreeAgent data in spreadsheets quickly and easily with this Windows-only Excel add-in.
Use Syft Analytics to visualise, forecast and consolidate financial data for FreeAgent. Create beautiful custom reports, visualise data in graphs and dashboards, create KPIs and build integrated forecasts for single or multiple FreeAgent entities.
Vaulta automatically integrates with FreeAgent to create at-a-glance financial dashboards from your data. It integrates with Loom and has a dividend tax calculator, so you can quickly and easily provide essential business insights and send reports to your clients instantly.
Integration platforms
Payment solutions
Tyl by NatWest
Whether your business takes card payments in person, online or over the phone, Tyl by NatWest makes it easy for you and your customers. It seamlessly integrates all your sales data into FreeAgent, simplifying your invoicing and leaving you more time to focus on your business.
Stripe
Stripe and FreeAgent make it easy for businesses to accept credit cards on the web.
Billsby’s billing platform lets you take payments for recurring subscription products. Invoices, credit notes, refunds and customer details are added to FreeAgent automatically when you connect your account.
Allow clients to pay invoices online through a safe and secure bank transfer.
Import PayPal transactions automatically, and accept online invoice payments through PayPal.
Payroll
Eliminate processing errors and increase efficiency with BrightPay’s payroll solution, available for both accountants and small business owners.
The Staffology integration saves valuable time by automating the sharing of payroll data between Staffology and FreeAgent.
Practice management
CRM and practice management software BrightManager (formerly AccountancyManager) lets accountants automate their practice admin tasks such as onboarding, invoicing and emails which auto-chase clients for missing information.
Job management software designed for growing trades businesses. Easily schedule work, create digital job reports and track engineer timesheets. Seamlessly keep data in sync with the FreeAgent integration.
Export Trial Balances into IRIS Accounts Production software with IRIS OpenBooks for accountants.
Cloud-based matter management for legal professionals. The matters.Cloud integration with FreeAgent enhances FreeAgent to meet the needs of legal professionals.
Cloud-based CRM, marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers. Allows you to view and import data directly from FreeAgent.
With Simple-Simon's online dashboard, you can make digital job sheets and quickly distribute job orders to your workers. By integrating your account with FreeAgent, you can import customer data directly into your dashboard.
Productivity and Time Tracking
Quick and easy purchase orders. Email them to your suppliers and link them with a bill.
Appointedd is an online system that allows small businesses to take bookings, automatically update their records and send automated email and SMS campaigns to customers.
Assist(a)nt's automated backup creates a copy of the documents held in your FreeAgent account and puts them in your existing cloud storage provider.
Import your contacts and projects into FreeAgent from the project management app Basecamp.
With Simple-Simon's online dashboard, you can make digital job sheets and quickly distribute job orders to your workers. By integrating your account with FreeAgent, you can import customer data directly into your dashboard.