Two-way client sync
Client details update in both Engager and FreeAgent through a two-way sync, so you only enter them once.
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Integrations / FreeAgent
+FreeAgent integration for UK accountants
Sync client details and invoices between Engager and FreeAgent
Engager's integration with FreeAgent connects client data, invoicing and practice management. Two-way sync keeps client details up to date in both systems, so you enter them once and spend more time on client work.
What you can do
FreeAgent and Engager, working together
Faster client onboarding
Create and add new clients to FreeAgent directly from Engager when you onboard them.
Invoices at a glance
See detailed invoice information for each client in Engager, for both outstanding and settled invoices.
One-off invoices from Engager
Create one-off invoices in Engager and they appear in FreeAgent, so you can manage billing without switching tools.
Benefits of integrating
Connect Engager with FreeAgent to keep data accurate through a two-way sync between the two systems.
- Invoicing: create and send one-off invoices from Engager without switching tools.
- Invoice detail: see invoice information for each client inside Engager.
Client details and invoices stay in step across both systems, which saves time and means less re-keying.
How it works
Manage your clients across Engager and FreeAgent.
- Client onboarding: add new clients to FreeAgent from Engager.
- Two-way sync: client details stay consistent in both systems. Changes in Engager show in FreeAgent straight away, and changes in FreeAgent can take up to an hour to reach Engager.
- Invoices: create FreeAgent invoices from Engager.
- Key financials: see a client's key financial information in their Engager profile, and open their FreeAgent profile in one click.
How to get started
- Log in to Engager.app.
- Select 'Settings' in the top right hand corner and search 'FreeAgent'
- Follow the on-screen instructions to complete integration process.
Need more help? Visit our help centre for step-by-step guides.
Questions
FreeAgent integration FAQs
What is the FreeAgent integration with Engager.app?
The FreeAgent integration with Engager.app allows accountants and bookkeepers to sync contacts, invoices, and other data between the two platforms, enhancing practice efficiency and reducing manual data entry.
How does this integration benefit my accounting practice?
By integrating FreeAgent with Engager.app, you can streamline your practice workload by automating regular tasks, centralising client management, and enhancing communication via a secure client portal. This integration saves valuable time and reduces potential errors.
What data can be synced between FreeAgent and Engager.app?
The integration supports two-way syncing of client details and invoices. When you create or update a client or invoice in Engager.app, the information will automatically sync with FreeAgent, ensuring consistency across both platforms.
Can I generate invoices in Engager.app and have them appear in FreeAgent?
Yes, you can create one-off invoices directly in Engager.app, and they will automatically appear in FreeAgent. This feature allows you to manage billing efficiently without leaving Engager.app.
How do I set up the FreeAgent integration in Engager.app?
In Engager, go to Settings, then Integrations, then FreeAgent. In the Authorisation section select Authorise, then sign in to FreeAgent and give Engager permission. Once authorised, set your own client subdomain and choose how client names display in FreeAgent. Changes made in Engager show in FreeAgent straight away. Changes made in FreeAgent can take up to an hour to reach Engager. See the help centre for full guidance.
Are there any additional fees for using the FreeAgent integration?
Engager.app does not charge extra for the integration. However, both FreeAgent and Engager.app require active subscriptions. Please review each platform's pricing for specific details.
How secure is the data shared between FreeAgent and Engager.app?
Both FreeAgent and Engager.app prioritise data security, employing industry-standard encryption and secure servers to ensure all client information and financial data are protected.
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Engager is practice management software for UK accountants and bookkeepers. Connect the tools you already use, then win, onboard and manage every client from one platform, from £9 +VAT a month with unlimited users.
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“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
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