Connections and add-ons

Essentials

• Which integrations does FreeAgent support?
• Manage your connections

Accounting and insurance

• How to use CoPilot
• Obtain a quote and purchase small business insurance from Hiscox
• How to access your Hiscox insurance documents in FreeAgent

Amazon

• How to set up an Amazon integration
• An introduction to using Amazon with FreeAgent
• How the Amazon integration works
• How to transition from manually entering your Amazon data to automatically importing it

Banking, bank feeds and approved applications

• Viewing your active Open Banking bank feeds
• How bank transaction explanations are synced between FreeAgent and Mettle
• Viewing your accounting information in NatWest or Mettle banking apps
• Reasons you can’t see your FreeAgent tax calculation
• Correcting differences between your Mettle and FreeAgent transactions
• American Express supplementary card transactions

Payment solutions

• An introduction to payment solutions in FreeAgent
• Take invoice payments with Stripe
• Set up a GoCardless integration
• Taking payments with GoCardless using a Direct Debit mandate
• How to take invoice payments with PayPal
• Take invoice payments with Tyl by NatWest

See all 11 articles

Project management and calendar feeds

• How to use Basecamp with FreeAgent