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Benefits of integrating Sodium
Connecting FreeAgent to Sodium gives accounting firms a clearer operational view of their clients while managing their practice.
Once connected, firms can see the status of client invoices from FreeAgent directly within Sodium. This helps accountants quickly understand how their clients are invoicing and whether activity is progressing as expected, without needing to switch between systems.
Sodium makes it easy to get started by importing existing clients from FreeAgent. This instantly populates the firm’s client database, saving time and avoiding manual data entry.
By combining FreeAgent’s bookkeeping data with Sodium’s practice management tools - including proposals, onboarding, services, pricing and workflows - firms can manage their client relationships and internal processes more efficiently.
How Sodium works with FreeAgent
Once a firm connects their FreeAgent account to Sodium using FreeAgent’s secure API, Sodium can import the firm’s client records to quickly set up the client database.
After setup, Sodium retrieves relevant data from FreeAgent so accountants can view key information about their clients directly within Sodium.
This allows firms to manage their practice operations in Sodium while continuing to use FreeAgent for bookkeeping and accounting.
How do I get started with Sodium?
You can connect Sodium to FreeAgent by following these steps:
- Visit Sodium’s practice management website (opens in new window).
- Click the ‘Get Started’ button to create your free account.
- The on-screen instructions will guide you through connecting your FreeAgent account or you can go to ‘Settings’ > ‘Accounting Connection’ and click the link to connect to FreeAgent.
