How do I send ExpenseBot receipts to FreeAgent?

ExpenseBot's FreeAgent connection is an owner-only public beta. It sends a reviewed report through the FreeAgent Company API; Gmail scanning does not post receipts to FreeAgent automatically.

Send a report to FreeAgent

1. Open My Reports.
2. Create a report if the expenses are not already in one.
3. Open the report card and expand Accounting.
4. Choose the FreeAgent tile, then Continue to FreeAgent to approve the connection.
5. Once connected, choose Review & push this report.
6. Review whether the report will create out-of-pocket expenses or unpaid bills, choose the fallback category, and confirm Push to FreeAgent.

Open My Reports

FreeAgent is owner-managed in ExpenseBot. The current connection does not let an accountant use the accountant's own FreeAgent company to post a client's report. A repeated push is blocked unless the user explicitly accepts the duplicate warning.

Because this integration is in beta, email support@expensebot.ai if the reviewed push does not behave as expected.