ceven

Freeagent

Syncs every invoice, expense, and bank transaction into your operational workflows, automates payment chasing, and reconciles project costs against budgets in real time.

Try Freeagent in Ceven

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Why use Ceven?

  1. AI native Freeagent integration

    • Describe the outcome and Ceven picks the right Freeagent calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Freeagent data, across all 76 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Freeagent access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Freeagent, when, and on whose behalf.
    • The agent pauses and asks when Freeagent is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Freeagent.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Freeagent action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Freeagent, and when to use it.

Create invoice
Use this when a project milestone is reached or a monthly retainer is due to generate a bill for a client.
Get invoice status
Pull the current state of a specific invoice to see if it is draft, sent, or paid.
Record payment
Mark an invoice as paid when funds arrive via a manual transfer or external gateway.
List expenses
Pull all expenses for a specific date range or category to analyze burn rates.
Create expense
Log a new business cost, attach a category, and link it to a specific project.
Search contacts
Query your client and supplier list by name or email to find existing account IDs.
Create contact
Add a new client or vendor to the system before issuing an invoice or recording a cost.
Get bank transactions
Pull recent raw bank feed entries to begin the reconciliation process.
Update invoice
Modify the line items, due date, or status of an existing invoice.
List open invoices
Pull a list of all invoices that remain unpaid past their due date.
Get account balance
Check the current balance of a specific bank account or credit line.
Create project
Set up a new project in FreeAgent to track time and costs against a specific client.
Add project cost
Allocate a specific expense or labor cost to a project for profitability tracking.
Get tax rates
Pull the available VAT or sales tax rates configured in the account settings.

14 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth2 to connect to your FreeAgent account. When you start the integration, you are redirected to the FreeAgent login screen where you grant permission for Ceven to access your financial data. FreeAgent then provides us with an access token and a refresh token. We store these tokens using industry standard encryption. We never see or store your actual FreeAgent password. You can revoke this access at any time through your FreeAgent security settings, which will immediately stop all Ceven workflows from interacting with your books.
Yes. Ceven can pull raw bank transactions from FreeAgent and compare them against open invoices or expected expense categories. The agent identifies matches based on amount, date, and reference strings. If a match is certain, the agent can record the payment automatically. If the match is ambiguous, the agent will flag the transaction in your workflow and ask for a human sign off before finalizing the entry in FreeAgent, ensuring your books remain accurate for tax purposes.
Ceven supports the currency settings defined within your FreeAgent account. When creating an invoice, the agent pulls the available currency options for that specific contact. If the contact is set to a different currency than your base account, the agent uses the exchange rate provided by the FreeAgent API at the moment of creation. This ensures that the amount billed to the client matches the expected local currency while the home currency value is tracked correctly for your reporting.
FreeAgent enforces a rate limit on their API to ensure platform stability. If a workflow attempts to pull thousands of transactions or create hundreds of invoices in a very short window, FreeAgent may return a rate limit error. Ceven handles this by implementing an exponential backoff strategy, meaning the agent will automatically pause and retry the request after a few seconds. For most small business use cases, you will never notice this, but very large bulk imports may take slightly longer to process.
No. For security and compliance reasons, Ceven cannot create or modify the core chart of accounts or tax categories within FreeAgent. The agent can only assign expenses and invoices to categories that already exist in your account settings. This prevents the AI from accidentally creating duplicate or incorrect tax codes that would complicate your year end filing. If you need a new category, create it in FreeAgent first, and the agent will see it immediately.
Ceven can scan your FreeAgent expenses for entries that lack an attached file. Once it finds an expense without a receipt, the agent can trigger a workflow to email the employee or check a connected Google Drive folder for a matching file name. If a match is found, the agent uploads the document to the FreeAgent expense record. This turns the manual chase for receipts into a background process that keeps your audit trail complete without manual effort.
Yes. When the agent creates an invoice in FreeAgent, it can also trigger the send action. You can configure your workflow to either save the invoice as a draft for your review or send it immediately to the client email on file. You can also customize the email template used by FreeAgent to ensure the branding is correct. The agent then monitors the invoice status and notifies you the moment the client opens the email or marks the invoice as paid.
No. Your FreeAgent data is used exclusively to execute the specific workflows you define. We do not use your transaction history, client lists, or financial balances to train our global models. The data is processed in a secure environment and is only accessible to the agent when a specific trigger or prompt requires it. We maintain strict data isolation between customers to ensure that your financial records remain private and confidential.

Alternatives to Freeagent

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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