Skip to main content Integrations roundup: save time with Buddy and XBert
Last week, we unveiled three shiny integrations with Corpay, Penfold, and Adsum. But we’re not stopping there! We’re thrilled to introduce two more industry-leading additions: Buddy and XBert. As an accountant or bookkeeper, you’re always on the lookout for ways to keep your clients’ books in tip-top shape while saving yourself a bit of time (and sanity) in the process. Buddy and XBert are designed to do just that, making your workflow smoother, smarter and just a bit more effortless. Here’s a bit more about them.
Buddy: the perfect payroll partner
Need a reliable partner to handle your clients’ payroll? Look no further than Buddy, the latest integration with FreeAgent that’s here to streamline your payroll process.
With Buddy, you can easily sync client data directly between Buddy and FreeAgent, eliminating the need to manually enter information and reducing the chance for human error. The powerful integration allows you to import your clients’ bookkeeping and employee info for seamless payroll submissions, and even map payroll and pension contributions directly to FreeAgent journals for a complete end-to-end experience.
Buddy also helps you stay compliant while enhancing collaboration. It’s designed to take the hassle out of payroll, so you can focus on what really matters - your clients.
XBert: spot errors before they become problems
Let’s face it - errors happen. But with Xbert, they don’t have to. This AI-powered tool integrates with FreeAgent to automatically scan your clients’ data for anomalies, potential financial risks and mistakes. Think of it as having an extra set of eyes on your clients’ accounts.
XBert goes beyond error detection, giving you clear instructions on how to fix any issues it finds. That means you can spend less time double-checking figures and more time on valuable client work. With data synced seamlessly between FreeAgent and Xbert, you’ll also have access to integrated analytics that provide deeper insights into your clients’ financial health - helping you deliver even better advice.
And here's the icing on the cake - FreeAgent practice Partners can get a whopping 75% off XBert if you sign up before the end of September 2024 and connect at least 10 clients.
Want to discover more ways to enhance your workflow? Explore our full list of integration partners on the directory.
