What is the FreeAgent API?
Nowadays, financial control has never been more important for businesses. Millions of businesses use FreeAgent (NatWest’s cloud-based accounting platform) to streamline their financial processes. It has a wide range of powerful features, from invoicing to payroll - but it can be even better when integrated with other software. That’s what the FreeAgent API does, it lets you connect your accounts to useful tools and services.
API stands for Application Programming Interface. It’s a way for one software system to communicate with or provide a service to another.
Why integrate FreeAgent?
While FreeAgent is powerful standing on its own, integrating it with your business software can take it to the next level. Let’s explore some ways integrating FreeAgent might be useful.
Automatic invoicing
If you’re using a CRM, or project management software, we can completely automate your invoicing process. For example, you might want your CRM to automatically generate regular invoices for a customer, or you might want your project management software to automatically generate an invoice when a project or deliverable is completed. Whatever your requirements, the possibilities are endless.
Payment/invoice tracking
All too often we speak with businesses who are constantly logging into their accounts to check if customers have paid an invoice. This is a considerable waste of time, and can instead be automated. By integrating these metrics directly into your application, you can create custom behaviours, save time and focus on what’s important.
Contact management
If you’re using a CRM, we can save you time by automatically syncing your contacts with FreeAgent. This means you’ll never have to manually add a contact ever again - it’ll be reliable and automatic.
Integrating FreeAgent into custom software
At Novatura, we specialise in building bespoke software solutions for businesses, and we’re experts at integrating third party services. The key is keeping all your data in one place, reducing the number of times you have to log into another system, or open another spreadsheet.
FreeAgent is a particularly interesting platform to discuss, because it’s so powerful. Sitting centrally within your financial operations, it opens the doors to some truly powerful automation. Whether you’re looking to speed up your invoicing, get a clear picture of your finances, manage your inventory, or something else entirely, we’d love to help.
What about other third-party services?
We’ve been focusing on FreeAgent so far, but truthfully the same principles apply to most third-party services subject to a couple of requirements:
- The service must have an extensive API
- The service must have a clear use case for your business
The good news is that, in most cases, these requirements are met! For example, we can work with the following platforms:
- Microsoft Office 365 (Sharepoint, Outlook, etc.)
- Google Workspace (Gmail, Drive, etc.)
- HubSpot
- Slack
- Stripe
- Shopify
- WooCommerce
- And many more!
Additionally, in most cases, we can also combine multiple services to create a truly powerful solution. For example, you may need a mobile app that lets your staff sign in with Microsoft, view their upcoming shifts on a calendar, while automatically creating invoices for customers in FreeAgent. So many possibilities!
Get in touch today to discuss your requirements.
