Updated March 2026
FreeAgent Integration
Last updated: June 19, 2026FreeAgent is accounting software built for freelancers, contractors, and small businesses, handling invoicing, expenses, time tracking, and tax estimates in one place. With Autonoly's FreeAgent integration, you can automate the bookkeeping busywork — creating invoices, recording expenses, and chasing payments — so your finances stay accurate without manual data entry.
Setup time
10 minutes
Complexity
Moderate
Category
finance
Key Features
Everything you need to build powerful FreeAgent automations
Automatically create and send invoices from CRM deals and orders
Record expenses and bills against the correct projects and categories
Send automated payment reminders for overdue invoices
Mark invoices paid and notify your team when payments land
Sync contacts between FreeAgent and your CRM automatically
Generate scheduled cash flow and outstanding invoice reports
How It Works
Get up and running with FreeAgent automation in minutes
Connect FreeAgent securely
Link your FreeAgent account to Autonoly with OAuth so it can manage invoices, expenses, and contacts with the permissions you grant.
Choose a finance trigger
Select an event like an invoice being paid, an invoice going overdue, or a new expense being recorded to start your automation.
Add accounting actions
Chain the trigger to actions in FreeAgent and your other tools to create invoices, record expenses, send reminders, or sync contacts.
Report and stay on top
Autonoly logs every run and can deliver scheduled cash flow and outstanding invoice reports so your finances stay clear.
Who Uses This Integration
Discover how teams use Autonoly to automate FreeAgent workflows
Deal-to-Invoice Automation
When a deal is marked won in your CRM, automatically create a FreeAgent invoice with the right line items, send it to the client, and log the activity for your team.
Overdue Payment Reminders
Detect invoices that have passed their due date and automatically send polite reminder emails, escalating after repeated non-payment so you get paid faster.
Cash Flow Reporting
Pull outstanding invoices, overdue balances, and expense totals on a schedule and deliver a finance summary to your inbox or dashboard every week.
Actions & Triggers
Everything FreeAgent can do inside your automated workflows
Triggers
Events that start workflows
Invoice created
Invoice paid
Invoice overdue
New expense recorded
New contact added
Estimate accepted
Operations
Actions the integration can perform
Create and send an invoice
Update or mark an invoice as paid
Record an expense or bill
Create or update a contact
Create an estimate
Retrieve invoice, expense, and balance data
Generate a financial summary report
Combine FreeAgent with Powerful Features
FreeAgent works seamlessly with Autonoly's full automation toolkit
Setup Guide
Connect FreeAgent to Autonoly in just a few steps
Connect your FreeAgent account
Authorize Autonoly via FreeAgent's secure OAuth flow with the scopes needed to manage invoices, expenses, and contacts.
Map your accounts and categories
Define how deals, payments, and expenses map to FreeAgent invoices, categories, and projects so records are created correctly.
Build your finance workflow
Pick a trigger such as 'Deal won' or 'Invoice overdue' and chain actions across FreeAgent, your CRM, email, and Slack.
Popular Templates
Get started quickly with pre-built FreeAgent workflows
Frequently Asked Questions
Common questions about using FreeAgent with Autonoly
Can I auto-create invoices from my CRM?
Yes. When a deal is won or an order is placed, Autonoly can generate a FreeAgent invoice with the right line items and send it to the client automatically.
How are payment reminders handled?
Autonoly detects overdue invoices and sends automated reminder emails on a schedule you define, with optional escalation for repeat non-payment.
Is my financial data secure?
Yes. Autonoly connects via FreeAgent's official OAuth with scoped permissions you control, and never exposes sensitive financial data outside your authorized workflows.
Can I sync contacts between FreeAgent and my CRM?
Absolutely. You can keep contacts in sync so new clients added in either system appear in the other, avoiding duplicate manual entry.
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