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Benefits of integrating Billsby
The integration between Billsby and FreeAgent offers several key benefits that can significantly streamline your subscription management and accounting processes.
Billsby's native integration with FreeAgent ensures that your invoices, credit notes, payments and customer data are automatically synchronised between the two platforms. This eliminates the need for manual data entry, reduces the risk of errors and ensures that your financial records are always up to date.
By automating the synchronisation of financial data, this integration simplifies your accounting workflows. It allows you to manage your subscriptions and billing within Billsby while ensuring that all financial transactions are accurately recorded in FreeAgent. This saves time and effort, allowing your team to focus on more strategic tasks.
With automatic data synchronisation, the integration minimises discrepancies between your subscription management and accounting systems. This enhances the accuracy of your financial records, which is crucial for financial reporting, tax compliance and overall business management.
How Billsby works with FreeAgent
Billsby’s integration with FreeAgent begins with a simple one-click setup that immediately connects the two platforms. Once integrated, the synchronisation of data is automated, ensuring that invoices, credit notes, payments and customer information are consistently updated across both systems.
As transactions occur within Billsby, such as the creation of new subscriptions or the processing of payments, these activities are instantly reflected in FreeAgent. The integration supports the synchronisation of various data points including customer details, invoice statuses and payment histories.
When a subscription is billed through Billsby, an invoice is automatically generated and sent to FreeAgent. Similarly, any credit notes issued in Billsby are mirrored in FreeAgent. Payments received are also logged in both systems, providing a unified view of your financial transactions. The integration also allows for detailed reporting on revenue streams, customer payments and outstanding invoices, all within FreeAgent.
How do I get started with Billsby?
You can connect Billsby and FreeAgent by following these steps:
- Log in to your Billsby account, navigate to the ‘Integrations’ section and select ‘Settings’.
- Select ‘+INTEGRATE’ located in the top-right corner of the screen.
- Confirm that your tax configuration in Billsby matches your tax configuration in FreeAgent, adjusting if necessary.
- Log in to your FreeAgent account and grant Billsby the necessary permissions to integrate with it.
- Once authorisation is complete, Billsby will create a new bank account in your FreeAgent account named 'Billsby Transactions' to track all transactions synchronised between the two platforms.
