Connect your field service management software directly to FreeAgent. Post invoices with one click, sync contacts and bring payment-status updates back automatically - useful for growing UK service businesses that already run their accounts in FreeAgent.
Eligible NatWest, Royal Bank of Scotland and Ulster Bank business current account holders can access a funded FreeAgent subscription while they retain the qualifying account. Optional FreeAgent add-ons may be chargeable. Check the current eligibility terms on FreeAgent's website.
Our two-way FreeAgent integration keeps your job management software and accounting data aligned:
Go to Settings → Integrations in Field Ascend. Select FreeAgent and click the Connect button.
Sign into FreeAgent and authorise Field Ascend. We use OAuth 2.0 - we never see your password.
Your categories and VAT rates import automatically. Map labour, materials, and miscellaneous once.
Post invoices with one click. Payment status syncs back automatically. Done.
Supported changes in FreeAgent automatically reflect in Field Ascend. When an invoice is marked paid, the payment status returns on the next sync - no manual re-keying.
Post invoices individually or batch post dozens at once. No CSV exports, no re-keying data, no spreadsheets.
Standard, reduced, zero-rated and exempt VAT rates can be mapped to FreeAgent. FreeAgent handles the Making Tax Digital workflow; confirm your tax configuration with your accountant.
Map labour, materials, and miscellaneous items to FreeAgent categories. Every invoice line goes to the right place for accurate reporting.
Import existing contacts from FreeAgent into Field Ascend with one click. No manual data entry to get started.
Link invoices to FreeAgent projects for time tracking and profitability analysis. See exactly how profitable each job is.
Example workflows for growing UK field service businesses using the FreeAgent integration:
Engineer completes a job via the mobile app. Back in the van, the approved invoice is posted to FreeAgent. When the customer pays by bank transfer, payment status syncs back, reducing repeated admin between field operations and accounts.
An office manager reviews completed jobs each morning and batch posts approved invoices to FreeAgent, avoiding repeated manual entry between operations and accounts.
Owner checks the Field Ascend dashboard for outstanding invoices. Synced FreeAgent payment status gives the operations team a current view without repeatedly checking both systems.
Yes. Field Ascend offers native 2-way integration with FreeAgent. You can post invoices from Field Ascend to FreeAgent with one click, and payment status automatically syncs back.
Eligible NatWest, Royal Bank of Scotland and Ulster Bank business current account holders can access a funded FreeAgent subscription while they retain the qualifying account. Optional FreeAgent add-ons may be chargeable. Check FreeAgent's current eligibility terms.
The integration syncs invoices (one-click posting), customers/contacts (bi-directional), payment status (automatic), VAT rates (mapped), categories (configurable), and credit notes. Invoice numbering can be forced from Field Ascend or auto-generated by FreeAgent.
The integration supports mapping for standard, reduced, zero-rated and exempt VAT rates. FreeAgent handles the Making Tax Digital workflow and HMRC submission process; confirm your tax configuration and obligations with your accountant.
Yes. If you use FreeAgent's project tracking feature, you can link Field Ascend invoices to specific projects. This helps with time tracking and profitability analysis per job or client.
If you disconnect, existing posted invoices remain in FreeAgent. No data is deleted. You can reconnect at any time and resume syncing. Invoice IDs are preserved, so Field Ascend still knows which invoices were previously posted.
Not using FreeAgent? Field Ascend also integrates with these accounting platforms:
Connect field operations and accounts without re-keying approved invoice data. Start your 30-day free trial today.
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