BrightTax offers a two-way integration with FreeAgent, allowing you to pull trial balance data from FreeAgent directly into BrightTax Accounts Production and send completed journal adjustments back to FreeAgent for posting. This eliminates duplicate data entry and reduces reconciliation time between your accounting records and tax work.

The FreeAgent integration is available to all BrightTax users and works alongside the existing Xero, QuickBooks, and Sage integrations.

• You must have an active FreeAgent account with the client's accounts data.
• You must have the client set up as a company or organisation in BrightTax.
• You need administrator access in BrightTax to configure integrations. Standard users can use the integration once it is connected.
• Ensure the FreeAgent account you are connecting uses the same accounting period as the Year End Accounts task in BrightTax.

The FreeAgent integration creates a complete data loop between the two systems:

1. In BrightTax, navigate to the relevant client and open or create a Year End Accounts task.
2. Switch to Edit mode using the toggle in the bottom left of the screen.
3. In the Accounts Production module, locate the trial balance import option.
4. Select FreeAgent as the data source from the import options.
5. Authorise the connection to your FreeAgent account when prompted. You will need your FreeAgent login credentials.
6. Once connected, select the accounting period you want to import.
7. Click Import to pull the trial balance data into BrightTax. Turnover and other financial figures will populate automatically.

1. Review the imported trial balance figures and make any necessary adjustments within BrightTax.
2. Complete your journal adjustments as normal within the Accounts Production module.
3. Run the required checks and finalise the accounts.

1. Once your journal adjustments are complete, locate the FreeAgent export option within the Accounts Production task.
2. Select the journal entries you want to send back to FreeAgent.
3. Click Export to FreeAgent. BrightTax will format the entries and send them directly to your FreeAgent account.
4. Log in to FreeAgent to review and post the journal entries. They will appear ready for posting.

I cannot see FreeAgent as an import option

• Confirm that the FreeAgent integration is available on your BrightTax subscription. Contact support if you are unsure.
• Check that you are in Edit mode — the import option is not available in read-only mode.

The FreeAgent authorisation is failing

• Check that you are using the correct FreeAgent login credentials for the account you want to connect.
• Ensure you are not using a FreeAgent account that requires two-factor authentication and has not been pre-authorised.
• Try disconnecting and reconnecting the integration from within BrightTax settings.

Journal entries are failing to export — nominal code error

• BrightTax will display a message identifying which entries cannot be exported and why.
• Check that the nominal codes used in those journal entries are configured in FreeAgent. If a nominal code does not exist in FreeAgent, the entry cannot be exported.
• Either create the missing nominal code in FreeAgent and retry the export, or manually post those specific entries directly in FreeAgent.

The imported figures do not match what I see in FreeAgent

• Ensure you have selected the correct accounting period in the import step.
• Check that all transactions in FreeAgent have been reconciled and finalised before importing — unreconciled transactions may not be included.

Q: Does the FreeAgent integration work for all client types?

A: The FreeAgent integration is available for company clients using BrightTax Accounts Production. Check the BrightTax integration documentation for the full list of supported entity types.

Q: Will changes I make in BrightTax automatically update FreeAgent?

A: No. The integration is not a live sync. Data flows from FreeAgent to BrightTax on import, and journal adjustments are sent back to FreeAgent when you explicitly export them. You control when each data transfer occurs.

Q: Can I use the FreeAgent integration alongside the Xero, QuickBooks, or Sage integrations?

A: Each client can use one accounting software integration at a time. You cannot import data from multiple sources into the same Accounts Production task.

Q: What happens if I import from FreeAgent more than once for the same period?

A: Re-importing will overwrite the existing trial balance data in BrightTax with the latest figures from FreeAgent. Any manual adjustments you have made in BrightTax that are not part of the journal export will need to be re-applied.