Finance & accounting
Freeagent for your Agent
Flow can read invoices, payments and accounts in Freeagent and use the figures in your bids.
It asks for your approval before it changes anything in Freeagent. Connect by signing in with Freeagent.
Connect Freeagent in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Freeagent.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Freeagent.
What Flow can do depends on what Freeagent offers through its API and on the access you choose.
Things to ask
Type these to Flow once Freeagent is connected.
- Freeagent
Pull our turnover for the last three years from Freeagent for the financial standing section.
- Freeagent
List unpaid Freeagent invoices from public buyers.
About Freeagent
Freeagent is a cloud-based accounting platform designed for freelancers and small businesses. It simplifies bookkeeping, invoicing, and expense management in one place.
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