FreeAgent
freeagent.comFreeAgent is an accounting platform designed to help businesses manage invoices, track tasks, and stay on top of day-to-day finance. It brings together bookkeeping essentials in one place so you can keep records organized and workflows moving—from creating and managing invoices to organizing contacts and related financial activity. Teams use it for practical, reliable accounting operations.
Connect FreeAgent so BOBs continuously watch for important accounting activity and turn it into real operational follow-ups. When a new invoice, task, or contact shows up, BOBs can immediately create the corresponding contact record and schedule the right follow-up task—so you don’t miss leads, payments, or outstanding work.
This is especially useful for businesses that run on timely responses: freelancers and agencies chasing approvals, service teams coordinating work against accounting tasks, or small operations that need tighter connections between finance activity and day-to-day execution across their CRM, inbox, project tools, or support processes (via connected systems).
What can BOBs do with FreeAgent?
Perform actions
- Create Contact
- Create Task
- List Project ID Options
Listen to real-time events
- New Contact
- New Invoice
- New Task