Benefits of integrating Chazy

Chazy connects directly with FreeAgent to fetch unreconciled bank transactions automatically, eliminating the need to manually export or copy data between systems. Your workflow stays inside FreeAgent so there’s no switching tabs and no duplicate entries.

Once connected, Chazy identifies which transactions need supporting documents and handles all customer communication for you. It sends the first request automatically, tracks deadlines and follows up with smart reminders as they approach - without any manual intervention from you.

Documents collected from customers are validated using optical character recognition (OCR) and checked against UK invoicing requirements before being pushed back into FreeAgent as bills, invoices or files. This means reconciliation-ready documents land in the right place automatically, reducing errors and saving hours of admin work per customer each month.

How Chazy works with FreeAgent

Chazy connects to FreeAgent, pulling unreconciled bank transactions from all linked bank accounts automatically. Once connected, there is no manual export or data entry required as Chazy reads your FreeAgent data in real time and identifies which transactions are missing supporting documents.

From there, you create a chasing task directly inside Chazy. The tool generates a structured request and sends the first email to your customer automatically. As the deadline approaches, Chazy tracks progress and sends intelligent reminders without any input from you.

When a customer uploads a document, Chazy processes it to extract key details, such as counterparty, date, amount and invoice number, and runs it through compliance and fraud checks against UK invoicing requirements. Once a document passes validation and is approved, Chazy pushes it back into FreeAgent automatically as a bill, invoice or file attachment, depending on the transaction type. The transaction is then reconciled and ready for review, with no manual upload or data entry needed on your end.

How do I get started with Chazy?

You can connect Chazy to FreeAgent by following these steps:

1. Sign up for Chazy.
2. Connect FreeAgent by navigating to the ‘Integrations’ tab and selecting ‘Connect to FreeAgent’.
3. Add a customer by selecting them from the ‘Client’ list.
4. Create a task by going to the ‘Tasks’ tab and clicking ‘Create Task’.
5. Select the transactions that need documents, set a deadline, add the customer’s email if needed and fill in any remaining details.
6. Chazy delivers the document request to your customer automatically and takes it from there, sending reminders and tracking progress until all documents are collected.