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Freeagent integration
Cloud-based accounting software for freelancers and small businesses
Connect Freeagent to Xenition and work with it from chat, from an agent, or on a schedule — alongside every other app you have connected, in one workspace.
What you can do with Freeagent
Ask in plain language and Xenition calls the right one:
- Cashflow summary for a date range — Tool to retrieve cashflow summary for a given date range from FreeAgent. Use when you need to analyze cash inflow and outflow over a specific period. Provides net cashflow balance, incoming and outgoing totals, and monthly breakdowns.
- Get Company Details — Tool to retrieve company details from FreeAgent. Use when you need information about the company's registration, accounting periods, or settings.
- Create a Journal Set — Tool to create a journal set in FreeAgent. Use when you need to create manual journal entries for accounting corrections or adjustments. All journal entries must balance to zero (total debits equal total credits).
- Create Sales Tax Period — Tool to create a sales tax period in FreeAgent. Use when you need to establish a new sales tax period with specific rates and settings for tax reporting.
- Create Task Under Project — Tool to create a task under a specific project in FreeAgent. Use when you need to add a new task to an existing project for tracking billable or non-billable work.
- Create A Timeslip — Tool to create a new timeslip in FreeAgent. Use when you need to log time worked on a project task by a specific user on a given date.
- Create a User — Tool to create a new user in FreeAgent. Use when you need to add a new team member with specific role and permissions. Requires 'Tax, Accounting & Users' permission level.
- Create Bank Account — Tool to create a bank account in FreeAgent. Use when you need to add a new bank account, PayPal account, or credit card account to track financial transactions.
- Create Bill with Attachment — Tool to create a bill with optional attachment in FreeAgent. Use when you need to record a supplier bill with line items and optionally attach supporting documentation.
- Create Category — Tool to create a custom category in FreeAgent. Use when you need to add a new category for classifying income or costs. Note that tax_reporting_name is required for cost_of_sales, admin_expenses, current_assets, and liabilities. The allowable_for_tax field is required for cost_of_sales and admin_expenses.
- Create Contact — Tool to create a new contact in FreeAgent. Use when you need to add a new client, supplier, or business contact with their details.
- Create Credit Note — Tool to create a credit note in FreeAgent. Use when you need to issue a credit note to a contact for refunds or adjustments. The credit note is created with 'Draft' status.
- Create Credit Note Reconciliation — Tool to create a credit note reconciliation in FreeAgent. Use when you need to reconcile a credit note against an invoice, offsetting the invoice amount with the credit note.
- Create Estimate — Tool to create a new estimate in FreeAgent. Use when you need to create an estimate, quote, or proposal for a client. Requires contact, reference, date, type, status, and at least one estimate item with position, item_type, quantity, price, and description.
- Duplicate Estimate — Tool to duplicate an existing estimate in FreeAgent. Use when you need to create a copy of an estimate. The duplicated estimate will always have status=Draft, the next reference in the sequence, and dated_on set to today.
- Send Estimate Email — Tool to email an estimate in FreeAgent. Use when you need to send an estimate to a contact via email with customizable subject, body, and attachments. You can use an existing email template (use_template=true) or provide manual email fields.
- Create Estimate Item — Tool to create an estimate item in FreeAgent. Use when you need to add a line item to an existing estimate with details like position, type, quantity, price, and optional description.
- Create Invoice — Tool to create an invoice in FreeAgent. Use when you need to generate a new invoice for a contact. The invoice will be created in 'Draft' status and can be modified or sent later.
- Duplicate Invoice — Tool to duplicate an existing invoice in FreeAgent. Use when you need to create a new invoice based on an existing one. The duplicated invoice is always created with status 'Draft', today's date, and the next reference number in sequence.
- Create Invoice Item — Tool to create an invoice item in FreeAgent. Use when you need to add a line item to an existing invoice with details like type, quantity, price, and description.
- Create Note — Tool to create a note for a contact or project in FreeAgent. Use when you need to add documentation, reminders, or context to contacts or projects.
- Create Price List Item — Tool to create a price list item in FreeAgent. Use when you need to add a new item to the price list with code, description, pricing, and tax information.
- Create Project — Tool to create a project in FreeAgent. Use when you need to set up a new project for tracking time, expenses, and billing against a specific client or internal initiative.
- Delete Bank Transaction Explanation — Tool to delete a bank transaction explanation in FreeAgent. Use when you need to remove an explanation from a bank transaction.
- Delete Estimates Default Additional Text — Tool to delete default additional text for estimates in FreeAgent. Use when you need to remove the default additional text that appears on estimates.
- Delete Note — Tool to delete a note by its ID. Use when you need to permanently remove a note from FreeAgent.
- Get Invoice Timeline — Tool to retrieve invoice timeline showing chronological record of invoice-related events. Use when you need to track invoice payment history and related activities.
- Get Mileage Settings — Tool to retrieve mileage settings including engine type/size options and reimbursement rates. Use when you need to determine valid engine configurations or current mileage rates for expense claims.
- Get Opening Balances — Tool to retrieve the Opening Balances journal set for a company. Use when you need to access initial account balances including journal entries, bank accounts, and stock items.
- Get Personal Profile — Tool to retrieve the authenticated user's personal profile from FreeAgent. Use when you need information about the current user's details, role, or permissions.
…and 20 more Freeagent actions available in the workspace.
Give an agent access to Freeagent
An agent you create can use Freeagent on your behalf and keep working while you do something else. Every action an agent takes goes through an approval gate first, so nothing touches your Freeagent account without you agreeing to it.
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Frequently asked questions
How do I connect Freeagent to Xenition?
Open the connectors directory in Xenition, find Freeagent, and sign in when the authorisation window opens. The connection is managed for you — there is no API key to create, paste or rotate.
What can Xenition do with Freeagent?
Xenition can run 50 different Freeagent actions, including Cashflow summary for a date range, Get Company Details, Create a Journal Set. You ask in plain language and the right one is called for you.
Can an agent use Freeagent on my behalf?
Yes. Agents can use Freeagent while you do something else, and every action passes through an approval gate before it runs.
Is there a free plan?
Yes. Xenition starts free with 25,000 credits a month and no credit card, and all connectors are available on every plan.