← All integrations
FreeAgent logo

Accounting

FreeAgent integration

TradeBooked pushes your customers, invoices and payments straight into FreeAgent, so your accounts stay current without you re-typing a thing. Run the job in TradeBooked, and the paperwork is already in FreeAgent.

Pro and AutopilotOne-way sync

Just need a one-off invoice? Make one free with our invoice generator, no account needed.

No double entry

Raise an invoice once, in TradeBooked. It appears in FreeAgent automatically. No copy-paste, no month-end catch-up.

CIS handled

Contractor deductions map across at the right rate, so your subcontractor paperwork is right from the start.

Your accountant stays happy

They get clean, categorised invoice and payment data in the tool they already use, instead of a shoebox of receipts.

What syncs

The specifics, so you know exactly what to expect.

  • Customers created, or matched to an existing FreeAgent contact by email
  • Invoices with line items and VAT (0%, 5%, 20%)
  • CIS deductions at 20% or 30%
  • Payments, marking the FreeAgent invoice paid when the job settles

Setting it up

  1. 1Open Settings, then Integrations, and connect FreeAgent.
  2. 2Log in and approve access.
  3. 3Pick the income category your sales should land in.
  4. 4Send an invoice in TradeBooked, and it appears in FreeAgent.

Frequently asked questions

Does it sync both ways?
No. TradeBooked pushes to FreeAgent one way. Edits you make inside FreeAgent stay in FreeAgent, so there is one source of truth for the job and one for the books.
What if a job is paid but I never sent an invoice?
It still syncs. However the money comes in, card, Direct Debit or cash, the paid job reaches FreeAgent as an invoice marked paid.
Which plans include it?
The FreeAgent integration is available on Pro and Autopilot.

Connect FreeAgent in minutes

10-day free trial. No credit card. No commission. UK trades only* (for now).

Other integrations

Integrates with FreeAgent (FreeAgent website). Questions? Get in touch.