Accounting integrations

Xero, QuickBooks Online and FreeAgent. Together in your portfolio.

Keep each company's accounting platform and bring historical financial reports into a common management reporting workspace.

Keep your accounting platforms

One portfolio view, even when companies use different software

Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.

FreeAgent

UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.

Explore FreeAgent reporting

The connection reads accounting data. It does not create or update invoices, journals or payments in your accounting platform. Portfolio totals support management reporting; they do not perform statutory consolidation or automatic intercompany eliminations.

Review currency, dates and mappings before comparing totals

For Xero and QuickBooks Online, select one company to inspect native GBP, EUR or USD reports, or use GBP management presentation across companies. Foreign-currency figures require exchange-rate coverage for the selected periods. Review rates and warnings; GBP presentation does not provide statutory currency consolidation.

FreeAgent support currently covers UK GBP limited companies. QuickBooks Desktop, manual ledger uploads, automatic eliminations, forecasts and AI commentary are outside the current offer. Reports reflect the latest successful saved sync. Review account mappings and reporting dates before relying on portfolio totals.