FreeAgent

Connect AI agents to FreeAgent, the UK cloud accounting platform. Agents create and update contacts, invoices, estimates, bills, and expenses, explain bank transactions for reconciliation, and pull company data for reporting across 45 actions.

45 actions OAuth available

FreeAgent website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

The morning reconciliation run starts for the main current account

List Bank Transactions pulls the account's unexplained transactions

The agent matches each against open invoices and known suppliers, proposing a category from List Categories

Create Bank Transaction Explanation reconciles the exact matches: invoice payments and recurring suppliers

The ambiguous remainder queues with the agent's best-guess category and the evidence beside it

The finance owner confirms or corrects each ambiguous explanation before it posts

The summary posts to [Slack](/integrations/slack) with the account balance from Get Bank Account

What This Integration Enables

FreeAgent is accounting for UK small businesses and the agencies and freelancers who actually do the work they bill for, and its API models the thing most accounting integrations skip: reconciliation. Bank transactions and their explanations are first-class objects, which means the least-loved job in small-business finance can finally be an agent's job. FlowRunner agents manage contacts, draft and deliver invoices, run estimates into projects, capture bills and expenses, and explain bank activity against the right categories. Everything references FreeAgent's resource URLs, so records link rather than drift. The judgment calls, which category this payment really belongs to, and when a draft becomes a live receivable, stay [human-in-the-loop](/concepts/human-in-the-loop). - Draft invoices from projects and deals, with going live as an explicit step - Explain bank transactions against categories for continuous reconciliation - Capture expenses and supplier bills as they occur, coded consistently - Run the estimate, project, task, and invoice lifecycle end to end

Without FlowRunner

Reconciliation waits for the VAT quarter Unexplained transactions pile up until a deadline forces a miserable weekend

Invoicing waits for admin time Billable work is done and delivered, and the invoice exists only as an intention

Expenses arrive as pocket archaeology Receipts surface weeks later, categorized from memory

With FlowRunner

The unexplained queue stays short Matching runs daily, and only genuine ambiguity reaches a human

Drafts precede decisions Invoices draft themselves from projects and deals, and going live is deliberate

The books describe this week Expenses, bills, and explanations post as they happen, categorized consistently

Use Case Scenarios

Estimate to project to invoice, without the gaps

A qualified lead gets a quote: Create Estimate drafts it from the deal's line items in [HubSpot](/integrations/hubspot). On acceptance, Create Project sets up the engagement with its billing basis and rate, and List Tasks keeps the billable work items visible. When the milestone lands, the agent drafts the invoice from the project's billing details with Create Invoice, and the owner reviews before Mark Invoice As Sent makes it count. The lifecycle that usually leaks between tools becomes one connected trail.

Expenses and bills that file themselves

Receipts forwarded to the expenses mailbox get parsed, and Create Expense records each with the right user, the category resolved from List Categories, and the gross value negative as FreeAgent expects for money spent. Supplier invoices become bills through Create Bill, coded to their categories on arrival. By the time the accountant looks, the quarter's spending is already in the books with consistent coding, and the conversation is about judgment calls, not data entry.

A receivables rhythm that runs itself

Daily, List Invoices with the overdue view builds the chase list, and each debtor's details come from Get Contact with payment terms attached. Reminders queue for review, invoices crossing an age threshold escalate to the owner, and the running picture posts to [Slack](/integrations/slack). Meanwhile drafts awaiting approval surface in the same digest, so the two failure modes of small-business cash flow, not sending and not chasing, both lose their hiding places.

Human-in-Loop Highlight

Create Bank Transaction Explanation writes accounting truth: an explanation is the statement that this money in or out was that thing, and every explanation flows onward into VAT returns and year-end accounts. A plausible-looking mismatch, the transfer explained as income, the personal charge explained as an allowable expense, does not fail loudly; it compounds quietly until an accountant or an inspector finds it. So the agent explains only what it can prove, an amount matching an open invoice, a supplier it has seen before, and everything ambiguous stops for the finance owner with the evidence laid out. Mark Invoice As Sent carries the same weight from the other direction: it turns a draft into a live receivable that can no longer simply be deleted, which makes it a decision, and decisions here have names attached.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

45 actions

Contacts

List Contacts Clients and suppliers with view filtering, sorting, and pagination; each carries the resource URL other records reference.
Get Contact Full contact detail by resource URL, including default payment terms.
Create Contact Creates a client or supplier from an organisation or person name, with terms and address optional.
Update Contact Changes only supplied fields on an existing contact.
Delete Contact Permanently deletes a contact with no associated records. Human-gated.

Invoices

List Invoices Invoices by status view, contact, project, and date range: draft, open, overdue, paid.
Get Invoice Full invoice with line items, tax breakdown, and payment status.
Create Invoice Drafts an invoice for a contact with line items; terms set the due date.
Update Invoice Edits supplied fields; a new items array replaces all existing lines.
Delete Invoice Permanently deletes a draft; sent and paid invoices need cancellation instead. Human-gated.
Mark Invoice As Sent Transitions a draft to Sent without emailing, making it a live receivable. The approval-gated step.

Estimates

List Estimates Quotes and proposals by status view and contact.
Get Estimate Full estimate with items, totals, and status.
Create Estimate Drafts a quote or proposal for a contact with line items.
Update Estimate Edits supplied fields; a new items array replaces existing lines.
Delete Estimate Permanently deletes an estimate. Human-gated.

Bills

List Bills Supplier bills by status view with totals and due status.
Get Bill Full bill with items, category, and the supplier reference.
Create Bill Records a supplier bill, single-category or multi-line, coded by category URL.
Update Bill Edits supplied fields on an existing bill.
Delete Bill Permanently deletes a bill where not paid or reconciled. Human-gated.

Expenses

List Expenses Out-of-pocket expenses by user and date range.
Get Expense One expense's category, value, description, and user.
Create Expense Records an expense for a user, gross value negative for money spent.
Update Expense Edits supplied fields on an existing expense.
Delete Expense Permanently deletes an expense. Human-gated.

Projects

List Projects Projects by status view and contact, with billing details.
Get Project One project's budget, billing basis, rate, and status.
Create Project Creates a project for a contact with billing basis and currency.
Update Project Edits supplied fields, including moving status through Active, Completed, Cancelled.
Delete Project Permanently deletes a project without associated records. Human-gated.

Tasks

List Tasks The billable work items under a project, with rates and status.
Get Task One task's name, billing rate, period, and status.

Banking

List Bank Accounts Bank, credit card, and PayPal accounts with currencies and balances.
Get Bank Account One account's type, opening balance, and current balance.
List Bank Transactions An account's transactions, filterable to unexplained, by date range.
Get Bank Transaction One transaction's amount, date, and how much remains unexplained.
List Bank Transaction Explanations The accounting entries reconciling an account's transactions.
Get Bank Transaction Explanation One explanation's category, value, date, and linked transaction.
Create Bank Transaction Explanation Explains a transaction against a category, the reconciliation write this page's gate governs.

Reference Data

List Categories Accounting categories with nominal codes, the coding vocabulary for bills, expenses, and explanations.

Users

List Users The account's people with roles and permission levels; user URLs key expenses.
Get User One user's name, email, role, and permissions.
Get Current User The connected user's own profile, useful for attribution.

Company

Get Company The company's registration, currency, tax status, and financial year end, read before creating records that depend on them.

Frequently Asked Questions

What can FlowRunner do with FreeAgent?

FlowRunner agents can run List Contacts, Get Contact, and Create Contact in FreeAgent, plus 42 more actions.

Does connecting FreeAgent to FlowRunner require OAuth?

Yes. FreeAgent connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can FreeAgent trigger a FlowRunner workflow automatically?

FreeAgent doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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