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OnboardMe + FreeAgent
Contacts sync with FreeAgent, accepted proposals become projects, and invoices are pushed on their bill date.
What syncs
What moves between OnboardMe and FreeAgent.
Clients ⇄ both ways
Contacts pulled in and kept updated when clients change.
Jobs → to FreeAgent
Projects created when a proposal is accepted.
Invoices → to FreeAgent
Invoices pushed on their bill date.
How it works
How OnboardMe works with FreeAgent.
Step 1
Connect FreeAgent
Sign in with FreeAgent. Your contacts come across.
Step 2
Client accepts
A FreeAgent project is created for the client.
Step 3
Invoice on the day
Bills are pushed to FreeAgent on their date.
Setup
Getting connected
Connect by signing in to FreeAgent from OnboardMe.
- Turn on FreeAgent projects per proposal.
- New clients get a FreeAgent contact automatically.
- Push a bill to FreeAgent by hand at any time.
Related
More in Accounting.
Xero Accounting
Contacts, invoices and payments in Xero without re-keying, reconciled automatically.
QuickBooks
Two-way customer sync, invoices created automatically and payments reconciled.
In BetaMYOB Business
Create customers from onboarding and send invoices that reconcile automatically.
Stay updated
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