Automate the manual work in FreeAgent

FullSpec maps how FreeAgent fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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FreeAgent by the numbers

Insights from real process mapping sessions that involve FreeAgent.

No processes mapped yet using FreeAgent. Map a process that uses FreeAgent to see automation data here.

Map a FreeAgent automation

Top 5 FreeAgent friction points when done manually

Reconciling FreeAgent transactions manually

You spend hours each month matching bank feeds in FreeAgent to invoices and expenses because the auto-match misses transactions or categorizes them wrong.

78% report this

Chasing down receipts for FreeAgent

You have to track down physical or digital receipts from team members and clients to attach to expenses already logged in FreeAgent, delaying month-end close.

71% report this

Reclassifying FreeAgent entries repeatedly

You manually move transactions between cost categories in FreeAgent each month because the default rules don't match your actual business structure.

62% report this

Exporting FreeAgent data for tax prep

You pull reports from FreeAgent and reformat them in spreadsheets to send to your accountant because the export format doesn't match what they need.

51% report this

Updating FreeAgent with late invoices

You manually enter invoices into FreeAgent days or weeks after they arrive because they came through email or a non-integrated channel.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in FreeAgent

Browse popular FreeAgent automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.