FreeAgent integrations

We are 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!

If you’d like to join our list of integration partners, click here.

For integration requests, please email integrationsrequests@freeagent.com.

Pre-accounting, data-entry and expenses

Dext

Get your bookkeeping data into FreeAgent with no paper or data entry.

AutoEntry

Automatic intelligent scanning technology for bills, statements and expenses.

E-commerce and 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.

GoCardless

Allow clients to pay invoices online through a safe and secure bank transfer.

PayPal

Import PayPal transactions automatically, and accept online invoice payments through PayPal.

Sellwire

Sellwire integrates with FreeAgent to automatically explain your Sellwire transactions through PayPal as sales in FreeAgent.

Shopify

Shopify’s e-commerce platform integrates with FreeAgent to automatically pull all of your key Shopify data into your FreeAgent account.

goodtill

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.

Billsby

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.

WooCommerce

WooCommerce lets users build and manage e-commerce websites. The FreeAgent for WooCommerce extension synchronises WooCommerce orders with FreeAgent and can create invoices automatically.

Time tracking and appointments

Appointedd

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.

Commusoft

A diary and job management tool for service, maintenance and installation professionals.

Simple-Simon

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.

CRM

Capsule CRM

Sync your Contacts and Invoices between FreeAgent and Capsule CRM.

Contactzilla

Contactzilla allows you to import your FreeAgent contacts easily.

EdgeCTP CRM

Sync your contacts and invoices between FreeAgent and EdgeCTP’s customisable CRM. Suitable for accountancy practices and small businesses.

Compliance, tax and accounts production

IRIS

Export Trial Balances into IRIS Accounts Production software with IRIS OpenBooks for accountants.

HMRC

HMRC recognised for the online software submission of VAT returns in the UK.

BTCSoftware

Helps you file Corporation Tax submissions and easily submit filings to Companies’ House. Connect BTCSoftware to your FreeAgent account and your filing information will auto-populate. This integration is available for accountancy practices.

TaxCalc

TaxCalc is an award-winning provider of practice management and compliance software. With this integration you can directly import Trial Balances data into your TaxCalc account.

GoSimpleTax

GoSimpleTax is a simple Self Assessment filing tool which lets you export your FreeAgent trial balance into the self-employed page of a tax return.

Forecasting, planning and analysis

Float

Cashflow forecasting software you can trust. Float automatically updates your forecasts with FreeAgent data, saving you time and helping you make decisions with confidence.

Schematiq

View and analyse some of your FreeAgent data in spreadsheets quickly and easily with this Windows-only Excel add-in.

CaFE

Cashflow CaFE provides automated cashflow projections and insights for SMEs and their accountants.

Vaulta

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.

Data migrations and conversions

Fabio

Fabio stands for FreeAgent Bulk Input and Output. Easily add, delete and export invoices, expenses, timeslips etc in bulk, using a simple spreadsheet. Supports practice account managers too.

Banking and bank feeds

Royal Bank of Scotland

Import transactions from your bank account automatically into FreeAgent.

NatWest

Import transactions from your NatWest bank account automatically into FreeAgent.

Ulster Bank NI

Import transactions from your Ulster Bank NI bank account automatically into FreeAgent.

Mettle

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.

Open Banking

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.

Challenger bank connections

FreeAgent supports direct bank feeds with Monzo, Revolut, Starling Bank and Capital on Tap. Find out how to connect those accounts to FreeAgent here.

Finance and funding

Rapid Cash

A flexible overdraft alternative for growing business to business companies, allowing you to borrow against your unpaid customer invoices with limits available from £25k - £300k.

iwoca

Award-winning business funding tailored to your online business. Get approved for up to £50k and withdraw funds whenever you need it.

Satago

Satago provides on-demand business finance plus helpful credit control tools to help UK businesses get paid on time.

Productivity tools

Appcrual

Quick and easy purchase orders. Email them to your suppliers and link them with a bill.

Assist(a)nt

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.

DoubleAgent

Auto-reconcile Stripe/GoCardless payouts. Explain your bank transactions automatically with rules. Auto-upload emailed receipts. And more

EdgeCTP STOCK

Stock and inventory management for small businesses who buy, make, sell and consign physical goods.

EdgeCTP DOCS

Use your accounting data from FreeAgent to create a wide range of trading documents, such as purchase orders, bills and shipping invoices.

Paxan

A smart diary for entrepreneurs and small businesses. Take care of your bookings, decrease your admin, and automatically create invoices in FreeAgent.

matters.Cloud

Cloud-based matter management for legal professionals. The matters.Cloud integration with FreeAgent enhances FreeAgent to meet the needs of legal professionals.

Project management

Basecamp

Import your Contacts and Projects into FreeAgent from the project management app Basecamp.

Cushion

Manage your schedule with Cushion and import clients, invoices and projects from FreeAgent.

Integration platforms

Cyclr

An embedded iPaaS solution for providing FreeAgent integrations from inside your SaaS platform.

Zapier

Zapier syncs your FreeAgent data to the web services that you and your team are already using on a daily basis.

Practice management

Senta

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.

AccountancyManager

CRM and practice management software AccountancyManager means accountants can automate their practice admin tasks such as onboarding, invoicing and emails which auto-chase clients for missing financial information.

Payroll

BrightPay

Eliminate processing errors and increase efficiency with BrightPay’s payroll solution, available for both accountants and small business owners.

Staffology

The Staffology integration saves valuable time by automating the sharing of payroll data between Staffology and FreeAgent.

Credit control

itsettled

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.

Nimbla

Invoice insurance cover. Check the risk of non-payment on invoices for free and protect the ones you are worried about.

Chaser

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.

Know-it

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.

Making Tax Digital