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AccountancyManager announces FreeAgent integration

15th Oct 2019
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Thanks to a new integration between FreeAgent and AccountancyManager, you can now shave even more time off your admin. With your client data synced, you only need to enter or update it in one place - saving significant time and hassle and lowering the risk of inconsistencies and human error.

Sync your client data

AccountancyManager can pull the following client data from FreeAgent. If your clients add or change their own details in FreeAgent, it’ll also update AM. Then you can review and accept the changes.

  • Name
  • Email Address
  • Phone Number
  • Website
  • Registered Address
  • Company Number 
  • Incorporation date
  • Accounting Period
  • VAT Number
  • VAT Basis
  • VAT Effective Date

See tax timelines and P&L in AccountancyManager

The integration pulls across your clients' tax timelines and profit and loss reports from FreeAgent. So you can stop clicking between multiple tabs and windows.

Build LoEs with services from FreeAgent

AccountancyManager already massively speeds up the client onboarding process. First by automating letters of engagement, professional clearances and 64-8 agent authorisations, then chasing for missing info or e-signatures.

With the new integration, onboarding is even quicker. AM will pull through the services your client requires from FreeAgent and will populate your LoEs accordingly.

Sign up for your free 30-day trial of AccountancyManager

Try FreeAgent for free

Already using FreeAgent and AM? See how to integrate