Benefits of integrating SME Clutch

SME Clutch is the accountability platform designed for proactive bookkeepers and their clients. By combining financial data, goal-setting and regular check-ins, it creates a clear framework for progress. It’s simple, time-efficient and built to strengthen the trusted role bookkeepers already play in their clients’ success.

How SME Clutch works with FreeAgent

SME Clutch grabs 13 months of data from FreeAgent in one call. This data is used to help you set, track and be held accountable for your goals. Simply press the ‘Update’ button each month to pull in the accounts data and update your accounts.

How do I get started with SME Clutch?

You can connect SME Clutch with FreeAgent by following these steps:

1. Register SME Clutch with FreeAgent.
2. Create a business and add a business name.
3. Choose your business category and software.
4. Select ‘Connect to FreeAgent’ and enter your login credentials.
5. Select ‘Get Your Data Now!’.
6. Wait for data to process and set your goals.