Integrating Senta + FreeAgent

Connect Senta and FreeAgent together to show data about your clients including reports, balances and business ratios.

Easily sync new and existing FreeAgent clients' details into Senta.

Find out how Senta + FreeAgent work for your practice

Integration features

Easy syncing of clients from FreeAgent to Senta

Save double keying data by importing clients, contacts, dates and other data from FreeAgent into Senta.

Get access to FreeAgent data right inside Senta

You can see clients' reports, balances, timeline items from within Senta – P&L and Balance Sheet, for any period, along with full trial balance data.

Discover extra facts about your clients

Senta will add key business ratios from your clients' data.

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Want to learn more? Watch a quick 4-minute demo of Senta.

About Senta

Senta will help you grow faster, operate better, and deliver great service.

  • CRM and workflow at the heart of Senta help you automate your practice and differentiate from your competitors.
  • The most friendly client portal yet gives you a closer relationship with your clients and keeps them informed.
  • Documents, proposals, e-signing and onscreen acceptance smooth your transactions and help you manage your compliance risk.
  • Email, texting and Q&A make sure you deliver great client service every time.

About FreeAgent

FreeAgent is award-winning cloud accounting software designed for accountants who work with small business clients, freelancers and contractors.

  • Customise alerts that flag potential issues with client data as they happen.
  • Accountants are able to use the MTD-compatible software’s powerful functionality to save time dealing with their clients’ bookkeeping.
  • Empowers clients to look after much of the day-to-day bookkeeping admin, meaning accountants can spend more time delivering valuable services.

Getting started with FreeAgent in Senta

It couldn't be easier to set up your FreeAgent integration in your Senta workspace. Just go to your Senta Settings page and switch on the FreeAgent integration.

After that, you'll see every client has a new FreeAgent tab, showing the latest data straight from your clients' books, plus a new Sync with FreeAgent option.

For comprehensive information about connecting Senta to FreeAgent and details about the integration, head over to our knowledge base.