FreeAgent

Develop by Shopify

Free plan available

Set up an integration with your existing FreeAgent account.

Automate bookkeeping

Import sales data

Handle vat rates

Convert returns/refunds

Daily data sync

About FreeAgent

Launched Feb 17, 2020

Built by Shopify

Address

151 O’Connor St, Ottawa, ON, ON, CA

Website Support Portal Privacy policy Tutorial FAQ Document

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Description

Automate your bookkeeping tasks. Send a summary of your sales data to FreeAgent each day.

FreeAgent’s online accounting software is designed for small businesses to take control of their finances. This integration imports your Shopify sales data into FreeAgent. It automatically pulls through your orders with their payments, applying the correct VAT rate, and neatly converts your returns and refunds into FreeAgent credit notes. It also handles the fees from Shopify and payment providers. Automate bookkeeping tasks and save time so you can focus on growing your business.

Connect your Shopify store to your existing FreeAgent account.
Configure a start date for your daily imports to begin.
Choose your FreeAgent accounts to gather your sales, refunds, fees and payments.
Match up the tax rates you have set up Shopify with those in FreeAgent.

Pros

Integrates seamlessly with existing FreeAgent accounts
Automates the import of Shopify sales data, saving time on bookkeeping tasks
Automatically applies the correct VAT rate to orders
Converts returns and refunds into FreeAgent credit notes
Handles fees from Shopify and payment providers
Provides customizable settings such as start date for daily imports and matching tax rates

Cons

Requires an existing FreeAgent account to use
May involve a learning curve for users unfamiliar with FreeAgent or Shopify integrations
Potential for occasional synchronization issues or bugs
Limited to Shopify as the e-commerce platform

Top Helpful Reviews

Uckers.com Shop

Aug 15, 2023 on Shopify

Couldn't install, 404 not found error page. Not impressed as this is advertised as an integration on the FreeAgent website.

Re—Frame

Aug 10, 2023 on Shopify

Total waste of time going round and round in circles with new error messages each time trying to sync with freeagent. I give up!!!

Eleven Loves

May 07, 2023 on Shopify

It has regularly stopped working over the last year and then takes time for Codat to apply a 'patch'. FreeAgent support recommend disconnecting and doing it all manually. This is a major issue for our business. I would recommend not using FreeAgent if you are with Shopify.

B-eco-me

Mar 01, 2023 on Shopify

It used to work, now it doesn't. There is no way to reconnect it to your FreeAgent account. Not even deleting and reinstalling it works.

Spoilt Kitty

Jan 22, 2023 on Shopify

It might be free, but it also brings no value to Shopify. I've tried using this app to no avail, which might also reflect why the app appears to come and go from the Shopify store. I would say avoid at all costs, but there is no cost except for access to your sales data.

Rocksolid Audio

Dec 17, 2022 on Shopify

error when trying to install. i installed this once before and unistalled now it no longer works.

Rude Offensive

Nov 14, 2020 on Shopify

I really love FreeAgent and the fact the integration with Shopify is free can save a lot of money for a new business like us at rudeoffensive.com. There were a fair few teething problems to start with but FreeAgent's support has been amazing. Now all the original issues I had have been resolved I'd definitely recommend to anyone to give FreeAgent a try

Plugin Trading Post

Jul 11, 2020 on Shopify

I really like FreeAgent as an accounts package and use it on several other business ventures. I was therefore really pleased to see there was an interface to Shopify for my latest venture, however after nearly a month trying to get this working reliably with FreeAgent Support and the developers Codat I have had to throw the towel in on this one. I've reverted to manual updates for now and when that gets too much of a burden I will have to look for another accounts package that can interface well with Shopify. Such a shame but from my experience I would have to have this is an avoid.