Benefits of integrating CleanManager

Connect CleanManager to FreeAgent and avoid duplicate work. The integration lets you sync client data and transfer invoices automatically from CleanManager to FreeAgent.

Client data stays up to date in both platforms so you only need to create or edit information once to save you time and reduce manual errors.

How CleanManager works with FreeAgent

When you connect CleanManager to your FreeAgent account, client data and invoices flow seamlessly between the two systems. Client details created or updated in CleanManager sync automatically with FreeAgent, keeping both platforms aligned effortlessly.

You can generate invoices in CleanManager based on planned tasks and tracked hours. With a single click, the invoice is created and transferred to FreeAgent for you to review and send, and the bookkeeping is updated automatically without any manual entry or duplication.

How do I get started with CleanManager?

You can connect CleanManager with FreeAgent by following these steps:

1. Sign up for a free CleanManager trial to explore the integration features.

2. Synchronise client information between CleanManager and FreeAgent.

3. Create clients in either CleanManager or FreeAgent - updates are automatically synced both ways.

4. Set up client agreements (service agreements) in CleanManager for each client. Each agreement outlines the agreed services and prices - whether it’s a monthly contract with a fixed price or a rate per hour or per task.

5. Create invoices in CleanManager and transfer them directly to FreeAgent with a single click.