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 read your invoices and bills to reconcile your VAT returns. We don't access your contacts or estimates.

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