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Benefits of integrating Equisettle
**Coming soon**
Equisettle predicts which invoices will pay late, identifies risky customers before they default and automatically escalates through legal channels when needed. Equisettle updates the flow of data both ways instantly, so FreeAgent gains enterprise accounts receivable (AR) capabilities without changing how you work.
FreeAgent users get immediate access to advanced analytics that predict payment behaviour and identify credit risks. See which customers are likely to pay late before they do. Run credit checks. Establish patterns that indicate financial distress. This proactive intelligence helps you take action before problems impact cash flow.
When friendly reminders fail, Equisettle provides complete legal documentation workflows, from formal demand letters to statutory notices. All legally compliant, professionally formatted and automatically tracked. No need for expensive legal services or manual document creation.
How Equisettle works with FreeAgent
**Coming soon**
When you connect Equisettle to FreeAgent, we establish a secure two-way API connection that continuously synchronises your invoice and customer data. Any updates in either system - payment status changes, dispute notes or customer information - automatically reflect in both platforms within seconds, eliminating duplicate data entry.
Equisettle analyses your FreeAgent invoices to provide predictive insights on payment timing and customer risk. The system identifies which invoices are likely to be paid late, calculates customer risk scores and flags potential collection issues before they happen.
Equisettle provides your customers with a payment portal where they can view outstanding invoices and make payments instantly. Customers can pay directly through the portal using multiple payment methods, with all transactions syncing immediately to FreeAgent. Any disputes raised are tracked with full context, allowing you to resolve issues quickly while maintaining the complete history in both systems.
Based on your configured rules and risk parameters, Equisettle automatically initiates collection workflows for overdue invoices. These workflows adapt to each customer’s profile, from gentle reminders for good customers to immediate credit checks and formal escalation for high-risk accounts. All actions are logged and synced back to FreeAgent for complete visibility.
How do I get started with Equisettle?
Once you have filled out the free trial form, you can connect your Equisettle account to FreeAgent in just a few simple steps:
- Navigate to the integration settings page, select FreeAgent and then ‘Connect with FreeAgent’.
- Log in to your FreeAgent account.
- Choose the organisation you would like to connect to Equisettle and select ‘Approve’. Equisettle will then be connected to FreeAgent and you can configure your collection settings.
- Receive an instant AR Health Assessment of your invoices showing payment predictions and risk scores.
