FreeAgent is a cloud-based accounting software tailored for freelancers, accountants, and small businesses. It offers comprehensive features including invoicing, expense tracking, bank reconciliation, and tax management. The FreeAgent emphasis on user-friendly design and robust functionality has made it a favored choice among sole traders and small business owners seeking an efficient accounting solution.
Syft and FreeAgent
The integration between Syft and FreeAgent marks a significant stride in your data management journey, extracting unparalleled value from your FreeAgent data. Seamlessly blending the functionalities of FreeAgent with Syft unleashes the full spectrum of features available within Syft including reports, visualizations, consolidations, forecasts, budgets, valuations and benchmarks.
By integrating with FreeAgent, Syft automatically pulls through transactional-level data, enriching your financial insights and facilitating a deeper understanding of your data landscape.
How to connect a FreeAgent entity to Syft
To connect your Exact Online entity to Syft follow the step-by-step guide:
Click "Add entity" at the top right of your screen.
You’ll now be redirected to the add entity setup page, where you can click on “FreeAgent”.
You will be required to choose between a User account and an Accounting Practice account. Once you have selected one of the options, click "Authorise".
You'll then be redirected to the FreeAgent login page where you will fill in your user details and click "Log me in!".
For Users, select the entity you want to connect, or if you are an Accounting Practice, select the accounting dashboard you would like to connect to Syft.
Click on "Approve".
Once approved, you can select which specific entity you want to connect to Syft.
Click "Complete Setup".
Your FreeAgent entity is now connected to Syft and your analytics and reporting can now be taken to the next level by extracting maximum value from your FreeAgent data connected to Syft.