FreeAgent Integrations

Engager.app is a cloud-based practice management software designed to streamline operations for accountants and bookkeepers, offering features like task management, automated reminders and customisable dashboards.

Benefits of integrating Engager.app

Integrating with FreeAgent allows users to promote efficiency and ensure data consistency with a two way sync between the products.

Generate invoices without ever leaving Engager.app. Our direct invoicing feature lets you manage billing efficiently by creating one-off invoices.

Get a clear view of your financials with detailed invoice information, for both outstanding and settled invoices, all within Engager.app.

How Engager.app works with FreeAgent

Create and add new clients to FreeAgent directly from Engager.app, making your client onboarding process a breeze.

The two-way sync between Engager.app and FreeAgent ensures changes to client details updates in real-time.

How do I get started with Engager.app?

Log into the Client Portal on another device, such as a computer or a tablet.
Select the user icon in a circle next to your name in the top-right corner of the window and select the ‘Link our mobile app’ option from the menu.
Follow the steps on the screen to complete your app linking process.

Head to the app connection guide to learn more about getting started with Engager.app.