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Accounting

FreeAgent
API integration

Ship Accounting features without building the integration. Full FreeAgent API access via Proxy, normalized data through Unified APIs — extend models and mappings to fit your product.

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FreeAgent

Use Cases

Why integrate with FreeAgent

Common scenarios for SaaS companies building FreeAgent integrations for their customers.

01

Automate invoice creation from billing or CRM platforms

Subscription billing and CRM SaaS companies can automatically generate and mark invoices as paid in their users' FreeAgent accounts, eliminating manual double-entry and ensuring UK tax compliance stays up to date.

02

Sync expenses from spend management tools

Corporate card and expense management platforms can push categorized expense records directly into FreeAgent, mapped to the correct Chart of Accounts, so micro-business owners stop losing receipts and manually entering transactions.

03

Pull ledger data for advanced financial reporting

FP&A and advisory SaaS products can extract journal entries, account structures, and company info from FreeAgent to power cash flow forecasts, KPI dashboards, and scenario models that go far beyond FreeAgent's native reporting.

04

Keep customer and supplier records in sync across sales and finance

CRMs and field service platforms can sync contacts bi-directionally with FreeAgent so that customer records created by sales or operations teams are immediately available for invoicing without duplicates or stale data.

05

Map payroll and HR transactions to the correct ledger accounts

HR and payroll SaaS companies can fetch their users' Chart of Accounts from FreeAgent to accurately route salary, tax, and benefits entries to the right general ledger codes.

What You Can Build

Ship these features with Truto + FreeAgent

Concrete product features your team can ship faster by leveraging Truto’s FreeAgent integration instead of building from scratch.

01

One-click invoice push on job completion

Automatically create a FreeAgent invoice with matched contact details when a job, project, or subscription renewal is marked complete in your app.

02

Real-time expense categorization and sync

Map each card transaction or receipt to the user's FreeAgent Chart of Accounts and push a fully categorized expense record without manual input.

03

Bi-directional contact sync

Keep customer and supplier records consistent between your platform and FreeAgent, preventing duplicates and ensuring tax information is always current.

04

Automated ledger extraction for advisory dashboards

Periodically pull journal entries and account balances from FreeAgent to generate interactive financial reports, benchmarks, and forecasts for accountants managing multiple clients.

05

Company-aware localization engine

Fetch FreeAgent company info — currency, tax settings, fiscal year — to automatically configure your app's UI and calculations for each connected business.

06

User-to-expense attribution

Sync the FreeAgent user directory into your platform so you can attribute expenses, billable time, or approvals to the correct team member.

Unified APIs

Unified APIs for FreeAgent

Skip writing code for every integration. Use Truto’s category-specific Unified APIs out of the box or customize the mappings with AI.

Unified User Directory API

Users

The User object represents a User.

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Unified Accounting API

Accounts

Account represents bank accounts or a general ledger account

View Docs

Company Info

Company Info represents the company's information

View Docs

Contacts

Contacts represents the company's vendor or a customer

View Docs

Expenses

Expenses represents the expenses of the company

View Docs

Invoices

Invoices represents the invoices of the company

View Docs

Journal Entries

Journal Entries represents the journal entries of the company

View Docs

How It Works

From zero to integrated

Go live with FreeAgent in under an hour. No boilerplate, no maintenance burden.

01

Link your customer’s FreeAgent account

Use Truto’s frontend SDK to connect your customer’s FreeAgent account. We handle all OAuth and API key flows — you don’t need to create the OAuth app.

02

We handle authentication

Don’t spend time refreshing access tokens or figuring out secure storage. We handle it and inject credentials into every API request.

03

Call our API, we call FreeAgent

Truto’s Proxy API is a 1-to-1 mapping of the FreeAgent API. You call us, we call FreeAgent, and pass the response back in the same cycle.

04

Unified response format

Every response follows a single format across all integrations. We translate FreeAgent’s pagination into unified cursor-based pagination. Data is always in the result attribute.

FAQs

Common questions about FreeAgent on Truto

Authentication, rate limits, data freshness, and everything else you need to know before you integrate.

What authentication method does FreeAgent use?

FreeAgent uses OAuth 2.0 for API authentication. Truto handles the full OAuth flow — including token refresh — so your end users connect their FreeAgent accounts without you managing credentials or expiration logic.

Which Unified APIs does Truto support for FreeAgent?

Truto maps FreeAgent to the Unified Accounting API (Accounts, Company Info, Contacts, Expenses, Invoices, Journal Entries) and the Unified User Directory API (Users). These unified models let you use the same schema across multiple accounting integrations.

Are there specific tools or proxy endpoints available for FreeAgent today?

FreeAgent does not have pre-built tools yet — they are built on request. Contact Truto to have any custom tool or proxy endpoint spun up for your specific workflow needs.

Does Truto handle FreeAgent's API pagination and rate limits?

Yes. Truto abstracts away pagination and rate-limit handling so you can fetch complete datasets — like a full contact list or journal entry history — without writing retry or cursor logic yourself.

Can I write data back to FreeAgent, or is it read-only?

The Unified Accounting API supports both read and write operations on supported models. You can create invoices, push expenses, and create or update contacts in FreeAgent through Truto's unified endpoints.

Is FreeAgent primarily suited for UK-based end users?

Yes. FreeAgent is heavily tailored to UK tax regulations including MTD for VAT and Self Assessment. It is offered free to NatWest, RBS, and Ulster Bank business customers, giving it deep penetration in the UK micro-SME market. If your users include UK freelancers, sole traders, or small limited companies, FreeAgent coverage is essential.

FreeAgent

Get FreeAgent integrated into your app

Our team understands what it takes to make a FreeAgent integration successful. A short, crisp 30 minute call with folks who understand the problem.

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