AI agents for FreeAgent

Find contacts

Lists contacts (clients and suppliers): active ones by default, or all, clients, suppliers, those with open invoices or bills, or hidden ones, sorted by name or changed since a time.

Find invoices

Lists sales invoices, newest first: all, open, overdue, open or overdue, draft, paid or from the last N months, for one contact or project, or changed since a time.

Find estimates

Lists estimates, quotes and proposals: all, recent, draft, sent, approved, rejected or invoiced, for one contact or project, dated in a range, or changed since a time.

Find bills

Lists bills from suppliers: all, open, overdue, open or overdue, paid or recurring, for one contact or project, dated in a range, or changed since a time.

List categories

Lists the chart of accounts as FreeAgent categories, in four groups: admin_expenses_categories, cost_of_sales_categories, income_categories and general_categories.

Find projects

Lists projects: active, completed, cancelled or hidden, for one contact, sorted by name or contact.

Find tasks

Lists the tasks time is logged against, for one project or all: active by default, or all, completed or hidden.

Find time entries

Lists timeslips (time entries) in a date range, all, unbilled or with a running timer, for one user, project or task, or changed since a time.

List bank accounts

Lists the company's bank accounts: all, or only standard bank, credit card or PayPal accounts.

Find bank transactions

Lists one bank account's transactions in a date range: all, unexplained, explained, manual, imported or marked for review, or changed since a time.

Get a record

Reads one contact, invoice, estimate, bill, project, task, timeslip, bank account, bank transaction or user by its ID (the number at the end of its url); for users, me is the person who connected.

Add a contact

Adds a client or supplier: give an organisation name, or a first and last name.

Create an invoice

Creates a draft sales invoice for a contact, dated a day, with payment terms in days (0 is due on receipt), line items.

Email an invoice

Emails an invoice to its client, which also marks it sent: either with the company's saved email template, or with your own recipients, subject and message.

Enter a bill

Enters a supplier's bill: the supplier contact, their reference, the bill date and due date, and up to 40 items, each with a spending category.

Log time

Logs hours (1.5 is an hour and a half) on a day against a project's task, for a user, with an optional comment.