FreeAgent
UK accounting software for freelancers, contractors and small businesses, owned by NatWest Group.
- Category
- Finance & ERP
- Type
- Accounting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Invoices
- Bills
- Bank transactions
- Expenses
- Contacts
- Timeslips
Join FreeAgent invoices with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other FreeAgent data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
FreeAgent uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in FreeAgent if you need help.
04How it works
How it works in DataMind.
-
Pick FreeAgent.
Open Lake, pick FreeAgent in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the FreeAgent API docs.
-
Answer a few questions.
The AI reads the FreeAgent documentation, then asks which credentials you will use, which data to sync (for example invoices and bills), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then FreeAgent data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
