INTEGRATION
FreeAgent
Connect your FreeAgent practice so Dytto can read invoices, bills, banking, reports, and tax across every client, and post back to the books, without leaving your workflow.
What you can do with FreeAgent in Dytto
Dytto reads the live books straight from FreeAgent and can post back to them, so the work happens right where you already are.
Invoices & estimates
Read invoices, recurring invoices, credit notes, and estimates, and move one to its next status when it is ready.
Bills & expenses
See bills with their contact and project, plus expenses and hire purchases, for any client.
Banking
Drill into bank accounts, transactions, and their explanations to see what sits behind a figure.
Reports & balances
Pull the balance sheet, profit and loss, trial balance, and cashflow for any period.
Tax & payroll
Check VAT, corporation tax, self assessment, and payroll alongside the books.
Post with approval
Create or update invoices, bills, journal sets, and contacts, each behind an approval step.
HOW IT WORKS
From a question to the right number
Find the client
Dytto links the client to its FreeAgent company, so every query hits the right books.
Read the books
It reads invoices, bills, bank lines, reports, and tax directly from FreeAgent.
Post with approval
Reads run automatically; creating or updating a record is a write, so it always asks before anything lands in the books.
GET CONNECTED
Connect FreeAgent in a few minutes
Connect through FreeAgent’s secure login, no keys or passwords to copy.
1
Open Settings, then Integrations
In Dytto, go to Settings, open Integrations, and choose FreeAgent.
2
Authorize with FreeAgent
Click Connect to open FreeAgent’s own login, then approve access for Dytto. One practice connection reaches every client on it.
3
Link your clients to their company
The first time you ask about a client, Dytto matches it to its FreeAgent company, you confirm once and the link is remembered.
Bring FreeAgent into your workflows
Connect your FreeAgent practice once, then ask Dytto about any invoice, report, or client, or have it post the update.