Connections and add-ons

Essentials

• Which integrations does FreeAgent support?
• Manage your connections

Finance and insurance

• Review your lending options using Swoop
• Get a quote and purchase small business insurance from Hiscox
• Access your Hiscox insurance documents in FreeAgent

Amazon

• An introduction to using the Amazon UK add-on
• Enable the Amazon UK add-on
• How the Amazon UK add-on works
• Transition from manually entering your Amazon data to automatically importing it
• Manually enter Amazon sales data into FreeAgent
• 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

CoPilot

• Find a CoPilot accountant
• Sign up to CoPilot
• How CoPilot works
• Edit your CoPilot subscription
• Cancel your CoPilot subscription

E-commerce

• Connect FreeAgent to Equali
• How the Equali integration works

GoCardless

• Set up a GoCardless integration
• Take payments with GoCardless using a Direct Debit mandate
• Take instant bank payments using GoCardless
• 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

Payment solutions

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

Stripe

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

Project management and calendar feeds

• Use Basecamp with FreeAgent