FreeAgent
WorkLLM connects with FreeAgent and helps you log expenses and manage bookkeeping. Ask in plain language, or add it to an AI agent to automate any workflow using Freeagent.
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What you can do in FreeAgent through WorkLLM
- Create and send invoices, including duplicating an existing one
- Create and send estimates, and convert an approved estimate into an invoice automatically
- Create bills from suppliers, with attachments
- Log expenses and time entries against a project
- Create and manage projects, tasks, and contacts
- Create bank accounts and reconcile bank transactions
- Create credit notes and reconcile them against invoices
- Pull cashflow summaries, profit & loss, balance sheet, and trial balance reports
- Track an invoice’s timeline to see payment history and related events
- Show upcoming tax deadlines and VAT return status
- Create manual journal entries for accounting corrections
- Upload a bank statement to import transactions in bulk
Security & Permissions
WorkLLM connects to FreeAgent through FreeAgent’s OAuth authorization, and only accesses what you explicitly approve. Nothing runs without your permission, every action is logged, and access can be revoked at any time from your workspace settings.
FAQs
What can WorkLLM do with FreeAgent?
WorkLLM handles invoicing, expense logging, and financial reporting in FreeAgent, so your team spends less time on manual bookkeeping.
Is my FreeAgent data secure?
Yes. WorkLLM only accesses what you approve through FreeAgent’s own authorization, and you can revoke access anytime.
Can I control what WorkLLM changes in FreeAgent?
Yes. Every action is visible before it runs, and nothing creates, updates, or deletes without your setup allowing it.
Can WorkLLM convert an approved estimate into an invoice automatically?
Yes. WorkLLM can convert an estimate directly into a billable invoice once it’s approved.
Can WorkLLM pull financial reports like profit & loss and balance sheet?
Yes. WorkLLM can retrieve P&L summaries, balance sheets, trial balances, and cashflow reports for any period.
Can WorkLLM show me upcoming tax deadlines?
Yes. WorkLLM can pull your tax timeline, including VAT returns, corporation tax, and filing deadlines.
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