The problem
Anyone running their books in FreeAgent knows the drudgery of accounts payable: supplier invoices and receipts arrive by email, and someone has to re-key every one — supplier, amount, VAT, currency, dates and category — into FreeAgent by hand. At any volume that’s hours of avoidable data entry, and it’s easy to miss things or file them wrong.
What it does
FreeAgent Toolbox takes the manual data entry out of accounts payable:
- Reads invoices straight from your inbox — picks up tagged invoice and receipt emails, including PDF attachments and invoices linked from the message body.
- Extracts the details with AI — supplier, amount, VAT, currency, invoice number and dates — and works out whether it’s a bill or an expense.
- Files it in FreeAgent for you — creates the bill or expense, finds or creates the contact, and matches it against the right bank transaction.
- Works where you work — a Gmail side-panel add-on lets you review, process or skip an invoice without leaving your inbox, and it can poll for new ones automatically.
- Built for practices — multi-tenant by design, with each client’s data kept strictly separate and credentials encrypted at rest.
Under the hood
A multi-tenant web application built with NestJS and React/TypeScript. It connects to Gmail and to the FreeAgent API over OAuth 2.0, with an AI step that reads each document and a queue that can poll for new invoices in the background. Data access is scoped per tenant and OAuth credentials are encrypted at rest.
Status
FreeAgent Toolbox is in beta with a small group of clients while we refine the workflows that save the most time.
Run a FreeAgent-heavy practice? Get in touch to talk about beta access.