Step 1: Open Entity Settings.
Step 2: Go to Integrations and click Add New Integration.
Step 3: Select FreeAgent (Early Access).
Step 4: Sign in to your FreeAgent account.
Enter your username and password.
Complete Two-Factor Authentication (2FA) or use your Recovery Code if prompted.
Click Approve to authorize the connection.
Step 5: After the connection is successful, you'll be redirected back to Tofu.
Select the FreeAgent organization (client business) you want to connect.
Then click Activate
Important:
The FreeAgent integration is currently Read-Only. Tofu can import your accounting settings (such as accounts, contacts, tax rates, and more), but publishing and importing extractions are not yet supported.
Step 6: You're all set! 🎉You can now upload documents to Tofu, validate the extracted data, export it, and import it into FreeAgent.
Export from Tofu and Import into FreeAgent
Note: This workflow currently supports Bank Statement extractions only.
In Tofu
Step 1: Click Upload and select Bank Statement.
Step 2: Once the extraction is complete, carefully validate the following before exporting:
Transaction Date
Description
Amount
Contact
NOTE: Accurate validation helps ensure a smooth import into FreeAgent.
Step 3: Click More Options (...) → Export.
Step 4: Select the FreeAgent export template then Click Export Extractions.
In Free Agent
Step: Sign in to your FreeAgent account then Go to Banking → Bank Accounts.
Step 2: Select the bank account where you want to import the statement.
Step 3: Click Upload Statement.
Step 4: Click Select a File, choose the CSV exported from Tofu, and upload it.
That's it! 🎉Your transactions will appear as Pending in FreeAgent. Review each transaction and Explain or Accept it to post it to your accounts.