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General Information

Website: freeagent.com
Software type: Software as a service (SaaS)
Geography: 🇬🇧 United Kingdom, 🇪🇺 Europe
Support multi-folder: ✅

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Introduction

FreeAgent is a comprehensive cloud-based accounting software designed primarily for freelancers, small businesses, and accountants in the UK and Europe. It provides a complete suite of financial management tools including invoicing, expense tracking, time tracking, project management, tax calculations, and detailed financial reporting. FreeAgent offers specialized features for UK tax compliance including VAT, Corporation Tax, and Self Assessment integration.

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Configure FreeAgent

Prerequisite(s)
  • Create an OAuth2 application in your FreeAgent developer account
  • Clarity on whether the integration targets a single company or multiple client folders
  • Activate the FreeAgent integration on the Chift platform
Process 1. Create your FreeAgent application Sign in to the FreeAgent Developer Portal and register a new application. During registration:
  • Choose your connection type:
    • Free Agent (single company) – Direct connection to one specific company account. Suitable for individual businesses or single-company integrations.
      • Practice Dashboard (multi-client) – Designed for accountants managing multiple client folders. Allows centralized access to multiple client companies.
Note:
the chosen mode is exclusive; a Practice Dashboard app cannot connect single-company clients, and vice versa.
  • Configure the OAuth2 redirect URI: https://chift.app/oauth2/redirect
  • Select the environment: Sandbox (for testing) or Production (live data)
  • Copy your Client ID and Client Secret
Once this is complete, your FreeAgent application is ready for use in Chift. 2. Activate the connector on Chift In your Chift back office, open the FreeAgent connector and toggle activation. You will be prompted to:
  • Paste your Client ID and Client Secret
  • Select the Environment (Production or Sandbox)
  • Confirm the Connection Type (single company or Practice Dashboard)
If using Practice Dashboard, you will later be able to select which client folders to grant access to.

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Test FreeAgent

FreeAgent provides both sandbox and production environments for testing:
  • Sandbox Environment: Full-featured testing environment with sample data
  • Production Environment: Live environment for real business data For accountants using Practice Dashboard, multiple client scenarios can be tested in either environment. Before going live, validate:
    • OAuth authentication
    • Invoice creation
    • Data synchronization

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Connect FreeAgent

To activate a connection with FreeAgent, users will have to go through the following steps:

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Technical Limitations

Connection Types To connect to FreeAgent you need to chose between one of those connection modes :
  • Free Agent: Direct connection to a single company
  • Practice Dashboard: Multi-client connection for accountants (requires folder selection)
Invoice Creation Restrictions
  • Customer invoice creation supports both draft and posted statuses
  • Foreign currency invoices with future dates cannot be automatically posted

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Rate Limiting

FreeAgent API has standard rate limits to ensure fair usage across all applications. These limits are automatically managed by Chift to optimize performance and prevent interruptions. However, once the API rate limit is reached, Chift cannot bypass these limitations and requests will need to wait until the limit resets. For high-volume operations, it’s recommended to plan accordingly and distribute requests over time.