Benefits of integrating OnboardMe

Connecting OnboardMe and FreeAgent streamlines new client workflows from day one. New clients created in OnboardMe are created immediately in FreeAgent and changes made in FreeAgent flow back to OnboardMe. 

With two-way contact synchronisation, you can send proposals with upfront billing, take payment on acceptance, onboard new clients with identity and anti-money laundering (AML) checks, and keep FreeAgent fully up to date with no manual intervention.

How OnboardMe works with FreeAgent

OnboardMe connects to FreeAgent and synchronises your contacts into OnboardMe. Client onboarding allows you to securely collect key client information, including automated identity and AML checks, with new clients automatically created in FreeAgent.

OnboardMe proposals can be sent to new or existing contacts, and can include upfront billing which will create invoices in FreeAgent.

Take payment on acceptance or collect payment details for billing on completion.

How do I get started with OnboardMe?

You can connect OnboardMe to FreeAgent by following these steps: 

1. Go to Settings and select ‘Integrations’. 
2. Click ‘Connect’ on FreeAgent. 
3. Log in to your FreeAgent account and OnboardMe will automatically begin syncing information between the two systems.