Accounting Integration
Best AI Assistant for FreeAgent
Carly is an AI assistant that connects to FreeAgent so you can create invoices, log expenses, check your cash flow, and pull tax summaries — all by email or text. No logging into FreeAgent, no navigating menus.
Try Carly →What Carly can do with FreeAgent
Create and send invoices
Email Carly with the client, amount, and description and she'll create the invoice in FreeAgent and send it. No logging in, no filling out forms.
Log expenses from receipts
Forward a receipt to Carly or text her the details — vendor, amount, category — and she'll create the expense in FreeAgent. Great for staying on top of expenses without batch entry.
Check tax estimates
Ask Carly for your estimated self-assessment tax liability, VAT owed, or Corporation Tax position and she'll pull the current numbers from FreeAgent.
Get cash flow summaries
Ask Carly for a snapshot of money in and money out for any period. She'll pull your income, expenses, and outstanding invoices from FreeAgent and send a clean summary.
Why freelancers are using AI for FreeAgent
FreeAgent is built for freelancers, contractors, and small businesses — especially in the UK where it handles self-assessment tax, VAT, and MTD compliance. It's a great tool, but you still have to log in, click through forms, and manually enter invoices and expenses. For solo operators already stretched thin, that bookkeeping time competes directly with billable work.
AI tools that connect to FreeAgent remove the friction. Instead of opening the app to create an invoice or log a receipt, you send a quick email or text and the data lands in FreeAgent correctly categorized. Your tax estimates stay current, your accountant still sees everything in the right place, and you get your evenings back.
How Carly works as your AI FreeAgent assistant
Carly connects to your FreeAgent account through a secure integration. Once linked, you message Carly over email or text with plain-language requests and she handles them inside FreeAgent.
Need to invoice a client? Email Carly the client name, amount, and description and she'll create the invoice in FreeAgent and send it. Got a receipt from lunch with a client? Forward it to Carly and she'll log the expense with the right category. Want to know your estimated tax liability for the current quarter? Ask her and she'll pull the numbers.
Carly works from outside FreeAgent — she's not a plugin inside the app. That means you can handle your bookkeeping from your inbox while you're between client calls, on the train, or wrapping up for the day. She can also pull context from your calendar and email to help categorize expenses or remind you about unbilled work.
Who uses an AI assistant for FreeAgent
UK-based freelancers and contractors who use FreeAgent for self-assessment and VAT returns. Small business owners who handle their own bookkeeping and want to spend less time on invoicing and expense entry. Accountants and bookkeepers who manage multiple FreeAgent accounts and need a faster way to enter data. Anyone who's been meaning to update their FreeAgent books but keeps putting it off because the manual work feels like a chore.
See it in action
How to connect FreeAgent to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect FreeAgent
Authorize the FreeAgent integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in FreeAgent. She handles the rest.
Automate FreeAgent in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for FreeAgent?
Carly is an AI assistant that connects to FreeAgent and lets you create invoices, log expenses, check tax estimates, and pull financial summaries — all over email or text. Instead of logging into FreeAgent to do bookkeeping, you just message Carly and she handles it.
Can AI automate FreeAgent invoicing?
Yes. Email Carly the client name, amount, and description and she'll create the invoice in FreeAgent, apply VAT if needed, and send it to the client. She can also follow up on overdue invoices.
How does Carly connect to FreeAgent?
Go to your Carly dashboard, click Connect next to FreeAgent, and sign in with your FreeAgent account. That's it — Carly can then create invoices, log expenses, and pull financial data.
Does Carly handle VAT in FreeAgent?
Yes. When creating invoices or logging expenses, Carly applies the correct VAT treatment based on your FreeAgent settings. She can also tell you your current VAT liability when you ask.
Can AI do my FreeAgent bookkeeping?
Carly handles the repetitive bookkeeping tasks — creating invoices, logging expenses, categorizing transactions, and pulling financial summaries. She works over email or text, so you can forward receipts or ask for a tax estimate without logging in.
Is Carly useful for UK self-assessment?
Yes. Since FreeAgent tracks your income and expenses for self-assessment, keeping it up to date is critical. Carly makes that easier by letting you log income and expenses as they happen — over email or text — so your tax estimates in FreeAgent stay current throughout the year.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
Get Carly Today →Or try our Free Group Scheduling Tool or Free Booking Page