FreeAgent

Achieve precision in your accounts receivable management by integrating Credit-IQ with FreeAgent.

How to Integrate FreeAgent

Set up

Navigate to the ERP/Integrations tab, select FreeAgent from the menu, and click the icon. The Connection Wizard will appear.

Connect

Navigate through the wizard steps and select FreeAgent from the dropdown menu. You will be shown which data Credit-IQ will have access to via FreeAgent. A new window will open, log into your FreeAgent account and authorize the connection by clicking “approve”.

Success

Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.