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FreeAgent overview

Summary view of the FreeAgent connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your FreeAgent account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your FreeAgent account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow these steps in FreeAgent:

  1. Log in to your FreeAgent account.
  2. Click on your username / organization name to display the dropdown menu.
  3. In the menu, select Billing to view your current subscription details.