OpenEmail + Freeagent

Connect Freeagent once. Then ask the assistant in OpenEmail to look things up in it, or to do things there for you.

Open mailGet StartedAll connectorsFree to startAsks before it changes anything

Accounting

About Freeagent

Cloud-based accounting software for freelancers and small businesses

Actions: 76

What the assistant can do in Freeagent

A few of the things it can do once Freeagent is connected.

Look things up

These run as soon as you ask.

  • Cashflow summary for a date range

    Retrieve cashflow summary for a given date range from FreeAgent

  • Get Company Details

    Retrieve company details from FreeAgent

  • Get Personal Profile

    Retrieve the authenticated user's personal profile from FreeAgent

  • Get the P&L summary

    Retrieve the Profit and Loss summary for a specified period from FreeAgent

  • Get Trial Balance Summary

    Get the trial balance summary from FreeAgent

Make changes

It shows you what it is about to do and waits for your OK.

  • Create A Timeslip

    Create a new timeslip in FreeAgent

  • Create Bank Account

    Create a bank account in FreeAgent

  • Create Bill with Attachment

    Create a bill with optional attachment in FreeAgent

  • Create Contact

    Create a new contact in FreeAgent

  • Create Credit Note

    Create a credit note in FreeAgent

How it works

Three steps

Connect Freeagent

Sign in to Freeagent from the Connectors page. There is nothing to install.

Ask in plain words

Ask the assistant in OpenEmail. It finds the right action in Freeagent and runs it.

Stay in control

Lookups run at once. Anything that changes Freeagent waits for your OK.

Price

Free to start

The Free plan includes 2 connected apps and 10 AI actions a day. You can pause or disconnect Freeagent whenever you like.

More apps

Works with these too

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Zoho Inventory

Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations

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FreshBooks

FreshBooks is a cloud-based accounting software service designed for small and medium-sized businesses, offering features like invoicing, expense tracking, and time management.

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YNAB

YNAB (You Need A Budget) is a budgeting tool helping users track expenses, plan finances, and gain control over spending to reduce debt

Accounting · Actions: 27

Zoho Invoice

Zoho Invoice simplifies billing, recurring payments, and expense management, helping freelancers and small businesses send professional invoices

Proposal & invoice management · Actions: 137

Start free

Connect your first app
in a minute.

Create an account, connect an app and ask the assistant about it.