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Let your phone agent check invoices and log expenses with FreeAgent during the call.

FreeAgent is cloud accounting for freelancers and small businesses. Connect it to AgentCalls and your phone agent can work with your books while it talks to customers and suppliers. It can look up whether an invoice has been paid, tell a client their balance, create a new invoice or contact record, and note an expense or payment question for your team. Your agent works from the same records you see in FreeAgent, so answers stay consistent with your accounts. Connecting takes one click from the AgentCalls dashboard.

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What your agent can do with Freeagent

  • Look up an invoice and tell the caller whether it is paid, overdue or still open
  • Create a new contact or draft invoice from details given on the call
  • Answer questions about outstanding balances for a client or supplier
  • Record a callback request or payment query so your team can follow up in FreeAgent
  • Pull basic account details to answer routine questions without a staff member

Freeagent exposes 76 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Client asks if their invoice was paid

  1. Caller

    Hi, this is Dana Whitfield from Whitfield Design. I wanted to check if invoice 2041 went through.

  2. Agent

    Let me look that up for you. Invoice 2041 for 1,850 pounds was paid on the 12th of this month. Is there anything else you need on it?

  3. Caller

    No, that's perfect. Thanks.

New customer requests a quote invoice

  1. Caller

    I'm Omar Haddad from Haddad Print in Dubai. We'd like to order 200 brochures. Can you set us up for an invoice?

  2. Agent

    Happy to help. I'll create a contact for Haddad Print with that name and the email you give me. What's the best address for the invoice?

  3. Caller

    Use omar@haddadprint.ae. The total should be around 940 dirhams.

  4. Agent

    Done. I've added Haddad Print and created a draft invoice for 940 dirhams. Our team will confirm the details before it's sent.

Supplier asks about a late payment

  1. Caller

    Hello, it's Priya from Northgate Supplies. We're still waiting on payment for bill 330 from last month.

  2. Agent

    I'm sorry for the delay. I can see bill 330 for 612 pounds is still open. I've logged a callback request for the accounts team so they can confirm a payment date with you.

  3. Caller

    Great, thank you. Please ask them to call before Friday.

  4. Agent

    Noted. I've added that to the request with a Friday deadline.

How to connect Freeagent

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Freeagent

    From Integrations in the dashboard, choose Freeagent and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Freeagent actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Finance & invoicing integrations

Questions, answered.

Does the agent work with FreeAgent during the call or after it?

It works during the call. When a caller asks about an invoice, balance or contact, your agent looks it up in FreeAgent and answers from the live record. It can also create records or log a request while the call is still going.

What do I need to connect FreeAgent?

You need an existing FreeAgent account. Sign in to FreeAgent from the AgentCalls dashboard and approve access. No technical setup is required.

Which plan includes the FreeAgent integration?

Integrations, including FreeAgent, are included from the Growth plan.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Freeagent.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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