Freeagent for your voice agent

Freeagent is a cloud-based accounting platform designed for freelancers and small businesses. It simplifies bookkeeping, invoicing, and expense management in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Freeagent from Connected apps and approve access. There's no API key to paste.
What it reads
52 actions, such as get Attachment, get Bill and get Category.
What it changes
54 actions, such as cashflow summary for a date range, get Company Details and create a Journal Set.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 107. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Freeagent actions

Reads 52

  • Get Attachment
  • Get Bill
  • Get Category
  • Get Contact
  • Get Credit Note
  • Get Estimate
  • Get Estimate Item
  • Get Expense
  • Get Invoice
  • Get Invoice Timeline
  • Get Journal Set
  • Get Mileage Settings
  • Get Opening Balances
  • Get Personal Profile
  • Get Price List Item
  • Get Project
  • Get the Opening Balances
  • Get the P&L summary
  • Get Trial Balance Summary
  • Get Balance Sheet
  • List Accounting Transactions
  • List All CIS Bands
  • List All Expenses
  • List All Price List Items
28 more
  • List All Properties
  • List All Recurring Invoices
  • List All Sales Tax Periods
  • List All Stock Items
  • List All Tasks
  • List All Timeslips
  • List All Users
  • List Bank Accounts
  • List Bank Feeds
  • List Bank Transaction Explanation Attachments
  • List Bank Transactions
  • List Bills
  • List Business Categories
  • List Categories
  • List Contacts
  • List Credit Note Reconciliations
  • List Credit Notes
  • List EC MOSS Sales Tax Rates
  • List Estimates
  • Get Default Estimates Additional Text
  • List Final Accounts Reports
  • List Hire Purchases
  • List Invoices
  • Get Default Additional Text
  • List Notes
  • List Projects
  • List VAT Returns
  • Show Tax Timeline

Changes 44

  • Cashflow summary for a date range
  • Get Company Details
  • Create a Journal Set
  • Create Sales Tax Period
  • Create Task Under Project
  • Create A Timeslip
  • Create a User
  • Create Bank Account
  • Create Bill with Attachment
  • Create Category
  • Create Contact
  • Create Credit Note
  • Create Credit Note Reconciliation
  • Create Estimate
  • Create Estimate Item
  • Duplicate Estimate
  • Send Estimate Email
  • Create Expense
  • Create Invoice
  • Create Invoice Item
  • Duplicate Invoice
  • Create Note
  • Create Price List Item
  • Create Project
20 more
  • Mark Invoice as Draft
  • Mark Invoice as Sent
  • Send Invoice Email
  • Update Bank Transaction Explanation
  • Update Bill
  • Update Contact
  • Update Estimate Item
  • Update Estimates Default Additional Text
  • Convert Estimate to Invoice
  • Update Expense
  • Update Invoice
  • Update Invoice Item
  • Update Invoices Default Additional Text
  • Convert Invoice to Credit Note
  • Update a Journal Set
  • Update Note
  • Update Price List Item
  • Update Project
  • Update Personal Profile
  • Upload a Bank Statement

Deletes 10

  • Delete Attachment
  • Delete Bank Transaction Explanation
  • Delete Bill
  • Delete Contact
  • Delete Estimate Item
  • Delete Estimates Default Additional Text
  • Delete Expense
  • Delete Invoice
  • Delete Journal Set
  • Delete Note

Freeagent setup

  1. Signing in to Freeagent

    Choose Freeagent in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 107 actions the agent may use. Start with lookups and add the ones that change Freeagent when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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