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Connect FreeAgent

Connect FreeAgent so settlements can be posted as bank transactions.

(updated 26 October 2026)1 min read

Connect FreeAgent: overview

Connecting FreeAgent lets you post settlements to it as bank transactions. You can only connect one accounting system per legal entity, so this becomes that entity's accounting connection.

Steps

  1. Go to Connections.
  2. Select the FreeAgent card.
  3. Follow the FreeAgent sign-in steps shown on the card.

Screenshots

integration auth type integration connect card

Important exceptions

  • One accounting system per entity.

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