Integrations roundup: Jenesys, Powdr and viaSocket
Here’s some great news that could make your life a whole lot easier! Over the last few months, we’ve added three new integration partners to our growing list. Say hello to Jenesys, Powdr and viaSocket.
Client insights made simple with Jenesys
By integrating your FreeAgent account with Jenesys, expense documents will be automatically extracted and reviewed by the world’s first AI-powered intelligent bookkeeper, Jack.
Your FreeAgent clients and their employees can simply WhatsApp, email or use Jack’s fetch functionalities to share expense invoices and receipts for speedy extraction and quick publishing to FreeAgent.
This allows you to spend more time on creating impactful insights for your clients with accurate, complete and compliant expense transaction data.
Say goodbye to manual updates with Powdr
The Powdr integration pulls key financial data, such as Profit and Loss and Balance Sheet figures, directly from FreeAgent into Powdr. You’ll then be able to map FreeAgent data to your financial model in Powdr, making it quick and easy to start analysing business performance rather than manually updating figures. You can also group the data in ways that make the most sense for your client or your firm’s reporting needs, enabling quicker and more tailored model creation.
Powdr also allows you to easily import actuals from the last two years which provides an accurate historical overview and keeps the model aligned with your client’s financials. The integration eliminates the need for constant manual updates.
In fact, each month, as new actuals are entered into FreeAgent, the Powdr model can be refreshed with a single click. This real-time update feature means that you can spend more time on high-value activities, like variance analysis, identifying trends and advising clients based on up-to-date financial data. Should the business environment change, reforecasting is a breeze, empowering you to respond proactively and provide clients with actionable insights.
Automate processes in a couple of clicks with viaSocket
Integrating viaSocket allows your clients to streamline accounting workflows by connecting their favourite apps to FreeAgent. With no coding required, viaSocket’s intuitive platform enables them to automate tasks across various tools, saving time and reducing manual effort.
Whether it’s automating invoicing, syncing customer data or managing financial reports, viaSocket provides a simple way to create powerful workflows. Your clients can choose from thousands of pre-built app integrations or use the no-code toolkit to connect to other apps. This flexibility makes it easy for anyone to build and customise integrations tailored to their business needs.
By automating their processes, they can increase efficiency, reduce errors and focus more on growing their business. The viaSocket integration with FreeAgent makes your clients’ accounting and financial management even more seamless, enhancing productivity and boosting their business’s overall performance.
Missed our previous integration announcement? Check out Integrations roundup: Mimo, Datamolino, Xama and Turbo Inventory. For a complete list of all FreeAgent integrations, explore our directory.