Benefits of integrating TAISK

One of the most significant benefits is receiving real-time updates on your financial transactions. TAISK periodically refreshes from FreeAgent so your forecasts stay current as new transactions flow in. As information in FreeAgent is updated in real-time, it makes it easier for you and your accountant or bookkeeper to spot and fix potential issues.

Most forecasting tools give you a template and ask you to fill in the blanks. TAISK works the other way around. Your FreeAgent account contains rich, accurate, real-time data that is entirely specific to how your business operates and TAISK connects directly to it, using it to build a forecast calibrated to your industry, size, location, customer payment patterns and your cost structure.

FreeAgent uses the data in your account to predict a 90-day cashflow forecast showing potential shortfalls and offering smart suggestions. TAISK extends that all the way to five years with scenario-planning tools to help you grow with confidence. TAISK gives you insight to make smarter operational decisions, plan your next phase of growth and prepare for capital raising.

How TAISK works with FreeAgent

TAISK connects to your FreeAgent account via Open Authorisation (OAuth), meaning your login credentials are never shared with us. Once authorised, we pull your chart of accounts, profit and loss (P&L), balance sheet, invoices, bills, bank transactions and contacts, giving us the raw material to build forecasts that reflect your actual business, not generic templates.

From this data, TAISK automatically derives the assumptions that drive your forecast. We calculate your real debtor days, creditor days, revenue seasonality patterns, cost structures and VAT payment timing directly from your FreeAgent transactions. These business-specific metrics are then combined with 60+ external data sources such as Bank of England base rate, CPI inflation, sector benchmarks and energy prices. Each of these are weighted and filtered based on your company’s size, sector and location.

The result is a fully personalised cashflow forecast spanning 13 weeks to 5 years, including a three-statement model (P&L, balance sheet and cashflow). Every assumption is transparent and traceable. You can see exactly whether a number came from your FreeAgent data, a market benchmark or a judgement-based estimate. You can then run “what-if” scenarios in plain English (“what if revenue drops 20%?” or “what if we hire three people in Q2?”), stress-test your plan and export a funder-ready report to share with lenders or investors.

Your data stays in sync. TAISK periodically refreshes from FreeAgent so your forecasts stay current as new transactions flow in. You can disconnect at any time from within FreeAgent or TAISK, and we delete your data upon disconnection in line with our privacy policy.

How do I get started with TAISK?

You can connect TAISK with FreeAgent by following these steps:

1. Create your free account at taisk.com (opens in new window). No credit card is required.
2. From your TAISK dashboard, click ‘Connect’ next to FreeAgent.
3. You’ll be redirected to FreeAgent to authorise access via OAuth. TAISK requests read-only access to your accounts.
4. Wait for analysis as TAISK pulls your chart of accounts, invoices, bills and transactions, then automatically calculates your business-specific assumptions: debtor days, creditor days, revenue seasonality, cost structures and VAT timing.
5. Review your forecast as within minutes, you’ll have a 13-week to 5-year cashflow forecast built from your real data. Every assumption is visible and editable.
6. Run scenarios and share. Use plain English prompts to model “what-if” scenarios (e.g. “What if revenue drops 20%?”). 
7. When you’re ready, export a funder-ready Cashflow Passport to share with lenders or investors.