FreeAgent Integration
Our XBerts sync with your accounting files multiple times a day, giving you the accurate, up-to-date data you need. Sign up and you'll be prompted to integrate your FreeAgent clients.
XBert will work its magic, and you can create as many additional data alerts as you wish. Any alerts can be fixed in FreeAgent or with XBert's Auto-Resolve functions, saving you hours. Once resolved, the XBert clears after the next sync and can be filed away. We only store the data needed for your notifications, kept in an encrypted database.
XBert connects with these FreeAgent entities: Journals, Users, Profit & Loss, Invoices, Bank Transactions, Bank Statements, Accounts, Organisations, Credit Notes, Bank Transfers, Payments, and Contacts.
FreeAgent's online accounting software brings everything together, from invoice and expense management to project management and sales tax.
Workflow connected to your client data supercharges efficiency and accuracy.
Your 24/7 second set of eyes - and data health reports to share with clients.
Monitor your data by creating custom alerts with a prompt.
Understand client data under management to grow your firm.
See what firms are monitoring and finding advisory opportunities.
Get the answers you need faster and add value to your clients.
Don't be left behind. Talk to a human today and learn how XBert can supercharge your accuracy and efficiency - starting with a free trial.
