Skip to content
English - United Kingdom
  • There are no suggestions because the search field is empty.

FreeAgent Integration

In this Guide, you’ll learn how to connect the FreeAgent accounting platform into your Jenesys WebApp.

Jenesys makes it easy ​to integrate end-to-end with FreeAgent via a secure API connection to facilitate the synchronisation of the expense transaction data and documents from Jenesys to your favourite accounting platform.

To facilitate this synchronisation, you have to perform a one-time account integration with your FreeAgent account.

Note: We do not currently support publishing foreign currency transactions in a Paid status or My Money Expenses. These features will come soon. 

Note: You can only have one active accounting platform integration i.e. Xero, FreeAgent or QuickBooks. To switch from one integration to another. Visit this Guide.

First Time Integration

  1. After you Sign In, click on 'Settings' button on the dashboard page and navigate to the 'Connections' tab and click 'Connect to FreeAgent'.

 


Enter your registered FreeAgent email address and password. Then click the 'Log In' button.
​

 

Note: If you're already logged into your FreeAgent account, this stage might be skipped.

2. Click the 'Allow access' button to grant the required permissions. It will redirect you back to the Jenesys app.



 

 

Congratulations, you have successfully integrated to your FreeAgent account with Jenesys.

 

4. To disconnect your FreeAgent account, first click 'Manage'


​

5. And then click on the disconnect button to disconnect. Also, you can refresh chart of accounts on this page by clicking on the Refresh button.



​