Finance & Accounting
Connect Freeagent to Sortment
Connect Freeagent to Sortment so its AI agents can use 76 Freeagent actions in your lifecycle programs, from audiences and campaigns to reporting.
- Actions
- 76
- Triggers
- —
- Authentication
- OAuth2
- Category
- Finance & Accounting
What Sortment's agents can do in Freeagent
36 of 76 actions shown.
- Cashflow summary for a date range
- Get Company Details
- Create a Journal Set
- Create Sales Tax Period
- Create Task Under Project
- Create A Timeslip
- Create a User
- Create Bank Account
- Create Bill with Attachment
- Create Category
- Create Contact
- Create Credit Note
- Create Credit Note Reconciliation
- Create Estimate
- Create Estimate Item
- Duplicate Estimate
- Send Estimate Email
- Create Invoice
- Create Invoice Item
- Duplicate Invoice
- Create Note
- Create Price List Item
- Create Project
- Delete Bank Transaction Explanation
- Delete Estimates Default Additional Text
- Delete Note
- Get Invoice Timeline
- Get Mileage Settings
- Get Opening Balances
- Get Personal Profile
- Get the Opening Balances
- Get the P&L summary
- Get Trial Balance Summary
- Get Balance Sheet
- Get Opening Balances
- List Accounting Transactions
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Freeagent.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack