FreeAgent Integration

Integration Features

■  Associate FreeAgent clients with AccountancyManager clients
■  Per client profit & loss report including tax timeline
■  Reconcile data between FreeAgent and AccountancyManager
■  Prevent the need for data re-entry
FreeAgent/AccountancyManager Integration
FreeAgent/AccountancyManager Integration


FreeAgent is a powerful, award-winning and easy-to-use accounting software for UK businesses – from invoices and expenses to Self Assessment tax returns, payroll and MTD-compatible VAT filing.

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AccountancyManager is an award-winning CRM and practice management software built by accountants for accountants, bookkeepers, and payroll businesses.

Those endless record requests? Automated. Your onboarding process for new clients? Automated. Managing your team’s time? Automated. Let AccountancyManager take these repetitive admin tasks off your hands. 

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How to integrate

Visit Tools > Integrations > FreeAgent in your AccountancyManager account. Connect your FreeAgent account and AccountancyManager will automatically associate the relevant clients.

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