Invoices, expenses, contacts, bank, HMRC MTD, time tracking
Accounting & Finance 14 actions OAuth 2.0 (sign in to authorise)
Start automating FreeAgentDrag any of these 14 actions into a process — no code, no API wrangling.
Create a new bill
Create a new contact
Create a new expense
Create a new invoice
Get company details
Get contact details
Get invoice details
List all bank accounts
List bank transactions
List all bills
List all contacts
List all expenses
List all invoices
Email an invoice to the contact
FreeAgent uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.
Drop FreeAgent steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because FreeAgent has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working FreeAgent automation in your business inside a week, at a fixed price.