Benefits of integrating AdvisoryGen

The FreeAgent integration allows AdvisoryGen to securely analyse client accounting data and automatically provide advisory opportunities that may otherwise be missed during day-to-day compliance work.

By connecting FreeAgent, accountants and bookkeepers can quickly identify clients who may need support with areas such as R&D tax relief, VAT thresholds, capital allowances and other future advisory triggers. This helps businesses move from reactive compliance to proactive client conversations.

AdvisoryGen turns FreeAgent data into clear, actionable insights, showing which clients to contact, why the opportunity has been identified and what service could be offered. This helps accounting practices grow advisory revenue without manually reviewing every client file.

How AdvisoryGen works with FreeAgent

AdvisoryGen connects securely to FreeAgent once an accounting practice authorises access. It then retrieves relevant client accounting data and analyses it for potential advisory opportunities.

Using a combination of rule-based checks and AI-assisted analysis, AdvisoryGen identifies clients who may benefit from services such as R&D tax relief support, VAT threshold monitoring, capital allowances and other advisory work. Data processing is designed to support GDPR-compliant workflows and AdvisoryGen services are UK-based.

These insights are shown in the AdvisoryGen dashboard, giving accountants and bookkeepers a clear view of which clients to contact, why they have been identified and what service may be relevant.

How do I get started with AdvisoryGen?

You can connect AdvisoryGen to FreeAgent by following these steps:

1. Log in to your AdvisoryGen account and select ‘Add Client’ from your dashboard.
2. Select ‘Connect to FreeAgent’ and authorise access securely.
3. Choose which FreeAgent clients you want to bring into AdvisoryGen.
4. AdvisoryGen will begin analysing the selected clients for advisory opportunities and provide the results in your AdvisoryGen dashboard.