⚠️ Important:
FreeAgent is currently waitlisted. Contact support team or send an email to [email protected] to get it enabled for your organization.
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.
Before clicking Activate, open the configuration panel to set up each extraction type:
AR Invoices: choose Invoice status on publish (Open or Draft) to control the status a published invoice lands in.
AP Bills, AR Invoices, and Direct Expenses: turn on Self Prompt so tofie learns from your historical FreeAgent transactions and applies your coding patterns automatically during review.
Then click Activate.
Step 6: Publish to FreeAgent
Mark the extraction Ready first, then publish it.
To publish a single extraction, open it, click Mark Ready, then click Publish.
To publish several at once, go to the Extractions panel, set the Extraction Status filter to Ready, select the extractions you want, and use Bulk Publish.
AP Bills, AR Invoices, Direct Expenses, Bank Statements, and AR Credit Notes publish directly to FreeAgent. AP Credit Notes aren't supported yet.
Want to automate more of this? Turn on Auto-Ready, Auto-Publish, and Auto-Done under Entity Settings → Features → Extraction Types → Document Lifecycle. Learn more: Understanding Extraction Lifecycle in tofu