Connecting to FreeAgent

FreeReconcile needs access to your FreeAgent account to read your bank transactions and apply matched explanations.

How to connect

• Go to Settings in your FreeReconcile dashboard
• Click Connect FreeAgent
• FreeAgent will ask you to log in and authorise FreeReconcile
• Once authorised, FreeReconcile can see your bank transactions

You need Full access or Tax, Accounting & Users level permissions in FreeAgent.

What FreeReconcile accesses

• Bank transactions: descriptions, amounts, dates, and explanation status
• Categories: your FreeAgent category list for correct categorisation
• Attachments: we upload matched PDFs as attachments to explained transactions

We don't access your contacts, invoices, estimates, or other FreeAgent data.

Revoking access

You can revoke FreeReconcile's access from either:

• FreeReconcile: Settings > FreeAgent connection > Disconnect
• FreeAgent: Settings > Connections & Add-ons > Approved applications > Revoke Access for FreeReconcile