Xero
Xero organisations with GBP, EUR or USD as their base currency.
Explore Xero reportingConnect eligible FreeAgent companies and bring their profit and loss, balance sheets and trial balances into one reporting workspace.
UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.
Authorize the eligible FreeAgent company, confirm the destination portfolio and wait for the first sync. Connect each company separately. Review imported nominal accounts and your Standard mappings alongside companies connected through Xero or QuickBooks Online.
FreeAgent support currently imports GBP company reports. You can include them in GBP management presentation alongside eligible Xero and QuickBooks Online companies.
Check the company's accounting dates and compare the same periods in FreeAgent. The importer splits profit-and-loss requests at accounting-year boundaries and checks balance-sheet and trial-balance consistency before accepting snapshots.
Reports use the latest successful saved sync. Opening a report does not refresh the ledger data. Review the data date, warnings and mapping coverage, then request a new sync when required.
The reporting connection does not create or change invoices, journals, payments or account codes in FreeAgent. Disconnecting stops future imports; use the app's removal controls separately to manage retained reports.
Forecasts, AI commentary, automatic property KPIs, investor-pack generation and statutory consolidation are outside the current offer.
Compare all accounting integrationsKeep your accounting platforms
Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.
Xero organisations with GBP, EUR or USD as their base currency.
Explore Xero reportingQuickBooks Online companies with GBP, EUR or USD as their home currency. QuickBooks Desktop is not supported.
Explore QuickBooks Online reportingUK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.
Explore FreeAgent reportingThe 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.
Create an account, choose a plan and complete checkout. A 21-day trial is available once per eligible portfolio; payment details are collected and billing starts after the trial unless cancelled. Review company eligibility before subscribing.