BrightManager: How to integrate with FreeAgent

At Bright, we’re committed to developing innovative solutions that make running an accountancy firm easier. That’s why we’re excited to share BrightManager’s seamless two-way sync integration with FreeAgent.

With this integration, any updates to client data will automatically sync between both platforms, ensuring consistency and reducing manual input. The integration with FreeAgent is crucial because it eliminates manual data entry, reduces errors and improves efficiency, saving accountants valuable time. By keeping client data up to date across both systems, it enhances accuracy and streamlines workflows.

Ultimately, this integration supports growth by allowing firms to focus on higher-value tasks rather than administrative work.

How to integrate BrightManager and FreeAgent

• Navigate to Tools > Integrations

• Press the FreeAgent icon

• • You will be asked to enter your FreeAgent login and approve the App

• Once the sync has completed you will be able to see your FreeAgent clients in BrightManager

• You will be able to connect existing BrightManager clients or create new client records based on FreeAgent data.

• If your client is already in BrightManager it will show you the percentage of data matched in FreeAgent

• • You can then Connect or View the client

• You will then be taken to the FreeAgent tab within the client file

• On this tab you will have the option to fix or ignore differences in data, sync, disassociate the client.If your FreeAgentclient is not in BrightManager you can create them by selecting create

• FreeAgent UK Sole Traders come through to BrightManager as Self Assesment client types

• • For clients who have signed your T&Cs select “terms signed”

• • If they have not then the client will be set as a prospect

Not using BrightManager yet?

If you haven’t brought BrightManager into your practice, you’re missing out on streamlined operations, enhanced efficiency, and increased productivity. Book a free demo today and see the difference for yourself!

This content may have been developed with the assistance of AI tools. Content is reviewed by a member of the Bright team before publication. Guidance on legislation can be obtained from your industry body.