FreeAgent Integrations

FreeAgent's online accounting software brings everything together, from invoices and expenses to VAT, payroll and tax return filing.

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Low-code orchestration

Connect, compose and ship AI features faster.

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

Governed access

Apply policies, field controls and audit trails across usage.

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Create automations with our FreeAgent connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with FreeAgent, so you can provide in-app FreeAgent integrations for your end users.

PRODUCT USE CASES

Top Use Cases for FreeAgent Integrations

Quickly create integrations between your SaaS application and FreeAgent with Cyclr’s low code integration builder. Publish your FreeAgent integration into your application using Cyclr’s white label embedded integration marketplace.

Accounting

Synchronise accounting information from multiple systems to create a single source of truth.
Keep invoicing information up to date with data from external business systems.

ORCHESTRATION

How FreeAgent works with Cyclr

Cyclr sits between your SaaS product and FreeAgent to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
FreeAgent
FreeAgent processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore FreeAgent methods you can orchestrate through Cyclr.

Bank Transactions4

List Transactions for last month

Action

List all bank transactions in the last month.

Get Bank Transaction

Action

Get a single bank transaction.

List New Transactions

Action

List all bank transactions new or updated since last run.

List Transactions

Action

List all bank transactions under a certain bank account.

Bank Statements1

Upload Bank Statement

Action

Upload a bank statement as an array of transactions.

Contacts5

Get Contact

Action

Get a single contact.

Delete Contact

Action

Delete a single contact.

Update Contact

Action

Update a single contact.

Create Contact

Action

Create a single contact.

List Contacts

Action

List all contacts.

Invoices12

Mark Invoice as Cancelled

Action

Mark an invoice as cancelled, which is to write-off an invoice as unpaid.

List Invoices

Action

List all invoices.

Create Invoice

Action

Create a single invoice.

List Open Invoices

Action

List all open invoices.

Delete Invoice

Action

Delete a single invoice.

Mark Invoice as Scheduled

Action

Mark a draft future invoice as scheduled to be sent automatically via email.

Get Invoice

Action

Get a single invoice.

List Draft Invoices

Action

List all draft invoices.

Mark Invoice as Sent

Action

Mark an invoice as sent.

Update Invoice

Action

Update a single invoice.

Mark Invoice as Draft

Action

Mark an invoice as draft.

List Overdue Invoices

Action

List all overdue invoices.

Bank Accounts2

Get Bank Account

Action

Get a single bank account.

List Bank Accounts

Action

List all bank accounts.

Categories1

List Categories

Action

Returns the list of all categories for the current company.

Users1

List Users

Action

List all Users.

Journal Sets1

Create Journal Set

Action

Create a single Journal Set.

TECHNICAL DETAILS

FreeAgent integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing FreeAgent integrations in Cyclr.

API and authentication

API host: Not specified
Authentication: See Connector in Console
Credentials: Review the connector installation fields in Cyclr Console.
Method categories: See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method: See Connector in Console
Credential required: Review the connector installation fields in Cyclr Console.

KEEP EXPLORING

Related resources and connectors

Documentation

FreeAgent Integrations

Low-code orchestration

Multi-tenant deployment

Governed access

Embedded experience

Create automations with our FreeAgent connector

Top Use Cases for FreeAgent Integrations

Accounting

How FreeAgent works with Cyclr

Your SaaS product

Cyclr orchestration

FreeAgent

Available connector capabilities

List Transactions for last month

Get Bank Transaction

List New Transactions

List Transactions

Upload Bank Statement

Get Contact

Delete Contact

Update Contact

Create Contact

List Contacts

Mark Invoice as Cancelled

List Invoices

Create Invoice

List Open Invoices

Delete Invoice

Mark Invoice as Scheduled

Get Invoice

List Draft Invoices

Mark Invoice as Sent

Update Invoice

Mark Invoice as Draft

List Overdue Invoices

Get Bank Account

List Bank Accounts

List Categories

List Users

Create Journal Set

FreeAgent integration and API details

API and authentication

Pagination and rate limits

Pagination

Rate limits

Authentication at a glance

Related resources and connectors

FreeAgent Connector Documentation

Accounting Integrations: Keep your Financial Data Flowing

What is iPaaS?

Let Cyclr handle the integrations.