The 5 Best FreeAgent Integrations for Your Agency

Running an agency can be a tough job. But thanks to the emergence of new solutions in the FreeAgent eco-system, it just got that little bit easier.

freeagent integrations

If you’re familiar with the FreeAgent platform then you’ll know there are quite a few apps to choose from. But who has time to sift through all of the FreeAgent add-ons? Well, as luck would have it, we do!

We’ve done the legwork to bring you the definitive list of the best FreeAgent integrations that can save you time and help to run your business, with minimal stress.

GoCardless – Payments

One of the biggest hurdles that businesses have to overcome is getting paid on time.  And taking a long time to get paid can create friction between yourself and the businesses you serve.

GoCardless is an online payment solution that offers an easy-to-use system to solve your payment problems. It can take recurring, one-off, variable or fixed-fee amounts.

Free to set-up, and with no fixed term of use, GoCardless take only 1% of the fee amount – and even cap that at £2.

GoCardless automatically takes direct debits on the due date of your customers’ invoices. Thanks to this seamless payment system you’ll no longer have to waste time chasing late-payers.

Capsule – CRM

Excellent customer relationship management is the bread and butter of any good agency. But keeping on top of multiple relationships can be taxing.

Capsule makes keeping track of everyone you do business with, the status of projects, as well as opportunities in the pipeline, easy. Storing your data and managing it all in one place makes Capsule an easy pill to swallow.

Capsule’s integration with FreeAgent automatically keeps your customer records up to date so you only need to change them in one place. Capsule gives you a bird’s-eye view of everything you need to know about the companies and people you do business with.  

Float – Cash Flow Forecasting

Agency cash flow tends to fluctuate due to the ‘feast and famine’ nature of project-based work. As a result, it’s important that agencies have a strong handle on their cash to ensure there’s enough money to take on new projects, schedule work, and identify the best time to chase payment. Float is the solution you’re looking for, and thanks to the intuitive and visual interface, you’ll never go back to spreadsheets.

freeagent integrations

Float automatically syncs with FreeAgent every 24 hours, pulling through bills, invoices and actuals to populate your cash flow forecast. With a built-in scenario planning tool, Float helps agencies to easily predict the impact of different decisions on their cash flow.

Helping you to ride the waves of your cash flow, Float is the boat that carries you to the sunny shores of business success.

AutoEntry – Receipt Management

AutoEntry eliminates the need for manual data entry of invoices, and receipts. The automation means more time can be spent growing your business and less time manually rifling through coffee-stained receipts.

AutoEntry keeps all of your receipts in one place. With receipts easily accessible in the cloud, you will have the peace of mind you need to confidently run your business.

Think of AutoEntry as the admin assistant you never had. Regardless of the number of receipts you input, AutoEntry can handle everything you throw at it. As one of the most popular add-ons out there, AutoEntry provides efficient data management for you and your business.

Satago – Business Funding

For agencies to follow through on project-work it’s vital they have access to the right funding at the right time.

Satago connects directly with FreeAgent to pull through your invoices. Simply pick an invoice you want financed and Satago will advance up to 85% within 24 hours. Satago helps agencies to get work done by ensuring you have cash when you need it.

Also included in Satago’s package is an invoice reminder service – taking away the awkwardness of debtor chasing emails, or the dreaded phone call.

Get paid on time with Satago. Every time.

 

And there you have it! The top 5 FreeAgent integrations for your agency. Whether you’re looking to streamline your workflow, understand your cash position, or enhance your customer relations, FreeAgent has the app for you.

You can find all of these, and more, on the FreeAgent Integrations page.

Catriona Bane

Marketing Assistant with an encyclopaedic knowledge of Harry Potter and a profound love of coffee.