Connections and add-ons

Essentials

• Which integrations does FreeAgent support?
• Manage your connections

Accounting and insurance

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

Amazon

• Manually enter Amazon sales data into FreeAgent
• Set up an Amazon integration
• An introduction to using Amazon with FreeAgent
• How the Amazon integration works
• Transition from manually entering your Amazon data to automatically importing it
• How Amazon’s Standard Base Reserve Policy affects your transaction data in FreeAgent

Bank feeds, connections and approved applications

• View your active Open Banking bank feeds
• How bank transaction explanations are synced between FreeAgent and Mettle
• View your accounting information in NatWest or Mettle banking apps
• Reasons you can’t see your FreeAgent tax calculation

Payment solutions

• An introduction to payment solutions in FreeAgent
• Take invoice payments with Tyl by NatWest

GoCardless

• Set up a GoCardless integration
• Take payments with GoCardless using a Direct Debit mandate
• How the GoCardless integration works
• Record GoCardless chargebacks

PayPal

• Set up a PayPal integration
• Update the PayPal connection
• Take invoice payments with PayPal
• Set up the PayPal API and enable automatic feeds

Stripe

• Connect to Stripe
• How the Stripe feed works
• Take invoice payments with Stripe

Project management and calendar feeds

• Use Basecamp with FreeAgent