Set up the FreeAgent integration

Overview

Key features of the integration

• Export
  • Card expenses can be exported into FreeAgent as bank transactions
  • Exporting of card expenses, invoices (excluding Purchase Orders), out-of-pocket expenses, mileage, per diem, reimbursements, personal spend, and other expense types is supported. The only exception is external reimbursements, which are not supported by the integration.
  • Expense attachments (receipts) are transferred together with the expense data
• Tax Sync
  • Import and sync VAT codes from FreeAgent with Tax Codes in Pleo
  • Daily sync of Tax codes in Pleo based on the existing tax codes in FreeAgent
• Vendor Tagging
  • Synchronise Vendors between Pleo and FreeAgent

Configuration

Categories

Learn how to create your categories, and once created, you can follow these steps:  

1. In Pleo, go to Settings 
2. Click Accounting 
3. Access Categories 
4. For every category, add the account codes
5. Click Save Settings

Invoice

Make sure all suppliers you plan to use in exports have a supplier account assigned.

1. In Pleo, go to Invoice 
2. Click on the invoice
3. Access Supplier section
4. Under Supplier account, add the vendor identifier you have in FreeAgent for that vendor

Bank account

Create a bank account on FreeAgent that will represent the Pleo Wallet.

1. Go to Banking in FreeAgent
2. Access Bank Accounts
3. Under Bank Accounts Summary, click Add new account
4. Choose Bank Account and use the following settings when creating:
   •  Account type: Bank account
   •  Name: "Pleo Wallet" (or similar)
   •  Opening balance: £0.00
5. Click Create new account

Connection

1. In Pleo, navigate to Settings
2. Click Accounting
3. Search for FreeAgent
4. Select the FreeAgent integration 
5. Click Continue
6. Follow the instructions on the screen

Once connected, map your accounts by selecting the bank account in FreeAgent that represents your Pleo Wallet, then enable the synchronisation.

Export an expense

After setting up the integration, it's important to export an expense to see if the integration is configured correctly.