Does it sync tax estimates?

Yes. FreeAgent's estimated Corporation Tax, VAT, and Self Assessment liabilities sync into Grove FP for tax-aware planning.

Can I push data back to FreeAgent?

Currently the integration is one-way (FreeAgent to Grove FP). We focus on pulling actuals for planning, not writing back.

How far back does the import go?

The initial import pulls all available historical data from your FreeAgent account.

Do I need a paid FreeAgent plan?

Yes. You need an active FreeAgent subscription with API access. This is included in all paid FreeAgent plans.

IntegrationAccounting

FreeAgent Integration

FreeAgent is designed for UK sole traders, freelancers, and small businesses. The Grove FP integration brings your FreeAgent income, expenses, and tax estimates into a proper planning workflow.

Setup time

3 minutes

Sync frequency

Daily automatic sync

Data flow

FreeAgent → Grove FP: Income, expenses, bank transactions, tax estimates

Overview

What it does

Sync your FreeAgent income, expenses, bank transactions, and estimated tax liabilities into Grove FP. Build forecasts that account for your real financial position, including upcoming tax obligations.

Benefits

Why connect FreeAgent

See your income and expenses alongside your financial forecast in one place

Tax estimate sync helps you plan for upcoming HMRC payments

Simple setup designed for sole traders who are not full-time finance professionals

Bank transaction data gives you a clear cash position for planning

Setup

How to connect FreeAgent

Connect FreeAgent

Click "Connect FreeAgent" and sign in with your FreeAgent credentials. Authorise Grove FP to read your financial data.

Map your categories

Grove FP maps your FreeAgent income and expense categories to its planning chart of accounts. Review and adjust as needed.

Import your data

Historical income, expenses, and bank balances are pulled into Grove FP for trend analysis.

Start planning

Use your real FreeAgent data as the foundation for your budget and cash flow forecast.

Use cases

How finance teams use this integration

Freelancer cash flow planning

Freelancers and contractors can forecast their cash position, accounting for irregular income and upcoming tax payments.

Small business budgeting

Small businesses using FreeAgent can step up from basic bookkeeping to proper budgeting without switching accounting platforms.

Tax planning

FreeAgent's tax estimates flow into Grove FP, so you can plan for Corporation Tax, VAT, and Self Assessment payments.

Works well with

Related integrations

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Xero

Xero is the UK's most popular cloud accounting platform, trusted by over 3.5 million subscribers worldwide. Connecting Xero to Grove FP gives your finance team a live link between your accounting data and your financial plans.

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QuickBooks

QuickBooks Online is one of the most popular accounting platforms for small and medium-sized businesses. The Grove FP integration brings your QuickBooks data directly into your planning workflow.

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FreshBooks

FreshBooks is a popular accounting and invoicing platform for small businesses, freelancers, and service-based companies. The Grove FP integration brings your FreshBooks financial data into a structured planning environment.

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FAQ

Frequently asked questions

Yes. FreeAgent supports sole traders, partnerships, and limited companies. All account types work with the Grove FP integration.

Connect FreeAgent to Grove FP today

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