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Benefits of integrating Acting Office
The Acting Office integration with FreeAgent will bring significant efficiency and accuracy benefits by connecting the practice software directly with the bookkeeping data. All financial information for your clients in FreeAgent is instantly available in Acting Office.
Instead of working with spreadsheets or chasing paperwork, there will be real-time access to up-to-date financial information, allowing you to focus on higher-value advisory work. All financial data is consolidated in Acting Office, ensuring a complete and accurate client profile.
This will also reduce duplication of efforts as data entered by clients in FreeAgent will flow seamlessly into the workflows, cutting down on manual entry and the risk of errors. Trial balances can be mapped and imported directly from FreeAgent, and Acting Office automatically reads and interprets FreeAgent account codes for faster processing.
How Acting Office works with FreeAgent
The integration with FreeAgent enables the seamless transfer of client data and financial records directly into Acting Office. It allows accountants to work within a single platform while still benefiting from the robust capabilities of FreeAgent, enhancing both efficiency and accuracy in practice management.
Once connected, our intelligent mapping tool guides you through aligning FreeAgent account codes with your Acting Office configuration, ensuring accurate categorisation and efficient tracking. This eliminates duplicate data entry, reduces manual intervention and minimises the risk of data loss.
How do I get started with Acting Office?
You can connect Acting Office to FreeAgent by following these steps:
- Log in to Acting Office.
- Navigate to ’Practice Settings’.
- Select ‘Add-ons’.
- Connect to FreeAgent using your FreeAgent login credentials.
