FreeAgent

FreeAgent Integration

Invoices, expenses, contacts, bank, HMRC MTD, time tracking

Accounting & Finance 14 actions OAuth 2.0 (sign in to authorise)

Start automating FreeAgent

What you can automate with FreeAgent

Drag any of these 14 actions into a process — no code, no API wrangling.

Create Bill

Create a new bill

Create Contact

Create a new contact

Create Expense

Create a new expense

Create Invoice

Create a new invoice

Get Company

Get company details

Get Contact

Get contact details

Get Invoice

Get invoice details

List Bank Accounts

List all bank accounts

List Bank Transactions

List bank transactions

List Bills

List all bills

List Contacts

List all contacts

List Expenses

List all expenses

List Invoices

List all invoices

Send Invoice

Email an invoice to the contact

How the FreeAgent connection works

1. Authenticate

FreeAgent uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop FreeAgent steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

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.

Other Accounting & Finance connectors

Automate FreeAgent in 7 days

We build one working FreeAgent automation in your business inside a week, at a fixed price.