> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chift.eu/llms.txt
> Use this file to discover all available pages before exploring further.

# FreeAgent

export const OverviewLegend = ({showTitle = true}) => <blockquote>
    {showTitle && <p>
        <strong>Overview legend 🧭</strong>
      </p>}
    <table>
      <thead>
        <tr>
          <th>Column</th>
          <th>Value</th>
          <th>Meaning</th>
        </tr>
      </thead>
      <tbody>
        <tr>
          <td>Geography</td>
          <td>🇫🇷 FR · 🇧🇪 BE · …</td>
          <td>Countries where the connector is officially supported.</td>
        </tr>
        <tr>
          <td rowSpan={3}>Software type</td>
          <td>SaaS</td>
          <td>Through API.</td>
        </tr>
        <tr>
          <td>On-premise (local agent)</td>
          <td>
            Software running locally — installation of a local agent is
            required.
          </td>
        </tr>
        <tr>
          <td>On-premise (API)</td>
          <td>Software running locally — API available.</td>
        </tr>
        <tr>
          <td rowSpan={2}>Status</td>
          <td>🔵 Live</td>
          <td>Connector is generally available and production-ready.</td>
        </tr>
        <tr>
          <td>🟣 Beta</td>
          <td>
            Connector is in beta — usable in production but may still evolve.
          </td>
        </tr>
        <tr>
          <td>Multi folder</td>
          <td>✅ Yes / ❌ No</td>
          <td>
            Connection to multiple accounting folders at the same time (see{' '}
            <a href="/developer-guides/api-guides/accounting/folders">
              accounting folders guide
            </a>
            ).
          </td>
        </tr>
        <tr>
          <td>Rate limits</td>
          <td>✅ No / ❌ Yes</td>
          <td>Whether the target software sets rate limits on API calls.</td>
        </tr>
        <tr>
          <td rowSpan={3}>API keys</td>
          <td>❎ No</td>
          <td>
            No API keys required (OAuth2 client secret and client ID). No
            requirements to activate the connector — you can create a
            connection.
          </td>
        </tr>
        <tr>
          <td>🔑</td>
          <td>
            Keys are required to activate the connector. Chift cannot act as
            intermediary to obtain them; we can still assist with steps to get
            keys directly from the software provider.
          </td>
        </tr>
        <tr>
          <td>🔑 ☑️ via Chift</td>
          <td>
            Keys are required to activate the connector. You can go through
            Chift to get the keys (intermediary or partnership keys). An
            approval process may still apply, but you do not need to request
            keys from the vendor on your own.
          </td>
        </tr>
        <tr>
          <td rowSpan={3}>Approval / certification process</td>
          <td>⚡ Instant</td>
          <td>
            No keys required, or Chift can encode their keys for you when
            requested. Activation is instantaneous.
          </td>
        </tr>
        <tr>
          <td>🟢 Approval — [Duration]</td>
          <td>
            Approval will be granted. The vendor may require information or app
            configuration in a developer portal before issuing keys.
          </td>
        </tr>
        <tr>
          <td>🟠 Approval — [Duration]</td>
          <td>
            Approval is not guaranteed — often due to integration strategy; the
            vendor may do a deeper assessment (competitors, partnership
            requirements, and similar).
          </td>
        </tr>
        <tr>
          <td rowSpan={2}>Activation time</td>
          <td>⚡ Instant</td>
          <td>
            If no keys are required, or Chift has keys ready to share with you.
          </td>
        </tr>
        <tr>
          <td>Time</td>
          <td>
            Estimated time to get the connector activated in production as a
            result of the approval or certification process (e.g. ⏱️ 2 days, 1
            week).
          </td>
        </tr>
        <tr>
          <td rowSpan={3}>Extra fees — software editor</td>
          <td>❎ No</td>
          <td>No fees charged by the software editor.</td>
        </tr>
        <tr>
          <td>💰 🕹️</td>
          <td>Fees associated with obtaining a testing account.</td>
        </tr>
        <tr>
          <td>💰 🔑</td>
          <td>Fees charged to get API keys.</td>
        </tr>
        <tr>
          <td rowSpan={2}>Extra fees — end user</td>
          <td>❎ No</td>
          <td>The end user does not pay extra to get integrated.</td>
        </tr>
        <tr>
          <td>💰 Yes</td>
          <td>The end user must pay extra to get integrated.</td>
        </tr>
        <tr>
          <td>Comments on costs</td>
          <td>—</td>
          <td>Additional notes on fees or pricing when relevant.</td>
        </tr>
        <tr>
          <td rowSpan={4}>Sandbox account</td>
          <td>✅ via Chift</td>
          <td>Chift can provide you with a sandbox.</td>
        </tr>
        <tr>
          <td>🟠 Only through integrator</td>
          <td>Only the software's integrator can provide a sandbox.</td>
        </tr>
        <tr>
          <td>✅ Self-service</td>
          <td>You can create your own sandbox.</td>
        </tr>
        <tr>
          <td>✅ Trial account</td>
          <td>It is possible to create a trial account.</td>
        </tr>
      </tbody>
    </table>
  </blockquote>;

export const ConnectorCardIframe = ({api = 'accounting', connectors}) => {
  const [theme, setTheme] = React.useState('light');
  React.useEffect(() => {
    const checkTheme = () => {
      const isDark = document.documentElement.classList.contains('dark');
      setTheme(isDark ? 'dark' : 'light');
    };
    checkTheme();
    const observer = new MutationObserver(checkTheme);
    observer.observe(document.documentElement, {
      attributes: true,
      attributeFilter: ['class']
    });
    return () => observer.disconnect();
  }, []);
  const queryParams = new URLSearchParams({
    api,
    theme,
    ...connectors ? {
      connectors
    } : {}
  });
  const iframeUrl = `https://chift-coverage-matrix.s3.eu-west-3.amazonaws.com/connector-card.html?${queryParams.toString()}`;
  return <iframe src={iframeUrl} title={`Chift connector information - ${api}`} style={{
    display: 'block',
    width: '100%',
    height: '480px',
    margin: 0,
    padding: 0,
    border: 'none'
  }} />;
};

export const CoverageIframe = ({api = 'accounting', connectors}) => {
  const [theme, setTheme] = React.useState('light');
  const [isFullscreen, setIsFullscreen] = React.useState(false);
  const [currentIframeUrl, setCurrentIframeUrl] = React.useState(null);
  const iframeRef = React.useRef(null);
  React.useEffect(() => {
    const checkTheme = () => {
      const isDark = document.documentElement.classList.contains('dark');
      setTheme(isDark ? 'dark' : 'light');
    };
    checkTheme();
    const observer = new MutationObserver(checkTheme);
    observer.observe(document.documentElement, {
      attributes: true,
      attributeFilter: ['class']
    });
    return () => observer.disconnect();
  }, []);
  React.useEffect(() => {
    const handleFullscreenChange = () => {
      setIsFullscreen(!!document.fullscreenElement);
    };
    document.addEventListener('fullscreenchange', handleFullscreenChange);
    return () => document.removeEventListener('fullscreenchange', handleFullscreenChange);
  }, []);
  React.useEffect(() => {
    const handleMessage = event => {
      if (!event.origin.includes('chift-coverage-matrix.s3.eu-west-3.amazonaws.com')) return;
      if (event.data?.type === 'urlChange' && event.data?.url) {
        setCurrentIframeUrl(event.data.url);
      }
    };
    window.addEventListener('message', handleMessage);
    return () => window.removeEventListener('message', handleMessage);
  }, []);
  const queryParams = new URLSearchParams({
    api,
    theme,
    ...connectors ? {
      connectors
    } : {}
  });
  const iframeUrl = `https://chift-coverage-matrix.s3.eu-west-3.amazonaws.com/coverage.html?${queryParams.toString()}`;
  const openUrl = currentIframeUrl || iframeUrl;
  const toggleFullscreen = () => {
    if (!document.fullscreenElement) {
      iframeRef.current?.requestFullscreen();
    } else {
      document.exitFullscreen();
    }
  };
  const isDark = theme === 'dark';
  const buttonStyle = {
    display: 'inline-flex',
    alignItems: 'center',
    gap: '8px',
    padding: '4px 12px',
    fontSize: '14px',
    fontWeight: '500',
    color: isDark ? '#d4d4d4' : '#374151',
    backgroundColor: 'transparent',
    border: `1px solid ${isDark ? '#404040' : '#e5e7eb'}`,
    borderRadius: '12px',
    cursor: 'pointer',
    textDecoration: 'none',
    transition: 'all 0.15s ease'
  };
  const hoverBg = isDark ? 'rgba(255,255,255,0.05)' : 'rgba(0,0,0,0.03)';
  const hoverBorder = isDark ? '#525252' : '#d1d5db';
  const defaultBg = 'transparent';
  const defaultBorder = isDark ? '#404040' : '#e5e7eb';
  return <>
  <div style={{
    display: 'flex',
    justifyContent: 'flex-end',
    gap: '12px',
    marginBottom: '8px'
  }}>
    <button onClick={toggleFullscreen} style={buttonStyle} onMouseEnter={e => {
    e.target.style.backgroundColor = hoverBg;
    e.target.style.borderColor = hoverBorder;
  }} onMouseLeave={e => {
    e.target.style.backgroundColor = defaultBg;
    e.target.style.borderColor = defaultBorder;
  }}>
      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
        {isFullscreen ? <>
            <polyline points="4 14 10 14 10 20"></polyline>
            <polyline points="20 10 14 10 14 4"></polyline>
            <line x1="14" y1="10" x2="21" y2="3"></line>
            <line x1="3" y1="21" x2="10" y2="14"></line>
          </> : <>
            <polyline points="15 3 21 3 21 9"></polyline>
            <polyline points="9 21 3 21 3 15"></polyline>
            <line x1="21" y1="3" x2="14" y2="10"></line>
            <line x1="3" y1="21" x2="10" y2="14"></line>
          </>}
      </svg>
      {isFullscreen ? 'Exit Fullscreen' : 'Fullscreen'}
    </button>
    <a href={iframeUrl} target="_blank" rel="noopener noreferrer" style={buttonStyle} onMouseEnter={e => {
    e.target.style.backgroundColor = hoverBg;
    e.target.style.borderColor = hoverBorder;
  }} onMouseLeave={e => {
    e.target.style.backgroundColor = defaultBg;
    e.target.style.borderColor = defaultBorder;
  }}>
      <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
        <path d="M18 13v6a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V8a2 2 0 0 1 2-2h6"></path>
        <polyline points="15 3 21 3 21 9"></polyline>
        <line x1="10" y1="14" x2="21" y2="3"></line>
      </svg>
      Open in new tab
    </a>
  </div>
  <iframe ref={iframeRef} src={iframeUrl} title={`Chift Coverage Matrix - ${api}`} style={{
    height: 'max(500px, 80vh)'
  }} className="w-full" allowFullScreen />
  <blockquote>
    <p>
      <strong>Matrix Legend 🧭</strong>
    </p>
    <table>
      <thead>
        <tr>
          <th>Status</th>
          <th>Meaning</th>
        </tr>
      </thead>
      <tbody>
        <tr>
          <td>✅ Implemented</td>
          <td>Endpoint is implemented and available.</td>
        </tr>
        <tr>
          <td>❌ Not supported</td>
          <td>
            Endpoint is not supported by the target software (connector
            limitation). Cannot be implemented.
          </td>
        </tr>
        <tr>
          <td>💬 On request</td>
          <td>
            Endpoint is not implemented but feasibility is validated. Can be
            implemented on request — contact your Chift point of contact to
            discuss scope and timing.
          </td>
        </tr>
        <tr>
          <td>🔎 To be analyzed</td>
          <td>
            Endpoint is not implemented and feasibility has not yet been fully
            assessed. Analysis is pending.
          </td>
        </tr>
      </tbody>
    </table>
  </blockquote>
</>;
};

<ConnectorCardIframe api="accounting" connectors="FreeAgent" />

<Accordion title="Overview Legend 🧭">
  <OverviewLegend showTitle={false} />
</Accordion>

## Introduction

FreeAgent is a comprehensive cloud-based accounting software designed primarily for freelancers, small businesses, and accountants in the UK and Europe. It provides a complete suite of financial management tools including invoicing, expense tracking, time tracking, project management, tax calculations, and detailed financial reporting. FreeAgent offers specialized features for UK tax compliance including VAT, Corporation Tax, and Self Assessment integration.

## Configure FreeAgent

**Prerequisite(s)**

* Create an OAuth2 application in your FreeAgent developer account
* Clarity on whether the integration targets a single company or multiple client folders
* Activate the FreeAgent integration on the Chift platform

**Activation Process**

**1. Create your FreeAgent application**

Sign in to the [FreeAgent Developer Portal](https://dev.freeagent.com/) and register a new application. During registration:

* Choose your connection type:
  * **Free Agent (single company)** – Direct connection to one specific company account. Suitable for individual businesses or single-company integrations.
    * **Practice Dashboard (multi-client)** – Designed for accountants managing multiple client folders. Allows centralized access to multiple client companies.

<Warning>
  **Note:** \
  the chosen mode is exclusive; a Practice Dashboard app cannot connect single-company clients, and vice versa.
</Warning>

* Configure the OAuth2 redirect URI: `https://chift.app/oauth2/redirect`
* Select the environment: Sandbox (for testing) or Production (live data)
* Copy your Client ID and Client Secret

Once this is complete, your FreeAgent application is ready for use in Chift.

**2. Activate the connector on Chift**

In your Chift back office, open the FreeAgent connector and toggle activation. You will be prompted to:

* Paste your Client ID and Client Secret
* Select the Environment (Production or Sandbox)
* Confirm the Connection Type (single company or Practice Dashboard)

If using Practice Dashboard, you will later be able to select which client folders to grant access to.

## Test FreeAgent

FreeAgent provides both sandbox and production environments for testing:

* **Sandbox Environment**: Full-featured testing environment with sample data
* **Production Environment**: Live environment for real business data

  For accountants using Practice Dashboard, multiple client scenarios can be tested in either environment.

  Before going live, validate:

  * OAuth authentication
  * Invoice creation
  * Data synchronization

## Connect FreeAgent

To activate a connection with FreeAgent, users will have to go through the following steps:

* English article: [Help Center - FreeAgent EN](https://help.chift.app/articles/6982450548-freeagent?lang=en)

## Technical Limitations

**Connection Types**

To connect to FreeAgent you need to choose between one of those connection modes:

* **Free Agent**: Direct connection to a single company
* **Practice Dashboard**: Multi-client connection for accountants (requires folder selection)

**Invoice Creation Restrictions**

* Customer invoice creation supports both draft and posted statuses
* Foreign currency invoices with future dates cannot be automatically posted

## Rate limits

The FreeAgent API enforces the following limits **per user**:

* **120 requests per minute**
* **3,600 requests per hour**
* **15 token refreshes per minute**

Documentation (FreeAgent dev):\
[https://dev.freeagent.com/docs/introduction](https://dev.freeagent.com/docs/introduction)

## Coverage

## Troubleshooting

### Specific errors for FreeAgent:

| Error Code                                              | Error description                                                                                               | Resolution                                                                                 |
| ------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ |
| ERROR\_INVALID\_ANALYTIC\_DISTRIBUTION                  | Using multiple analytic accounts in a single invoice is not allowed in FreeAgent.                               | Use only one analytic account per invoice.                                                 |
| ERROR\_FREEAGENT\_BANK\_TRANSACTION\_ALREADY\_EXPLAINED | The bank transaction has already been explained in FreeAgent (potential duplicate detected).                    | Verify the transaction has not already been processed in FreeAgent.                        |
| ERROR\_INVALID\_BODY                                    | FreeAgent does not support invoices dated in the future that use foreign currency.                              | Use the current or past date for foreign currency invoices.                                |
| ERROR\_CURRENCY\_NOT\_ALLOWED                           | For FreeAgent, a foreign exchange rate must be specified and must not be equal to 0 or 1.                       | Provide a valid exchange rate different from 0 and 1 for foreign currency journal entries. |
| ERROR\_FREEAGENT\_MATCHING\_MIXED\_ENTITY\_TYPES        | Cannot mix different document types (invoices, bills, bank transactions) in a single matching request.          | Use separate matching requests for different document types.                               |
| ERROR\_FREEAGENT\_MATCHING\_MULTIPLE                    | FreeAgent doesn't support matching multiple bank transactions with multiple invoices/bills in a single request. | Split the matching into separate requests.                                                 |
| ERROR\_FREEAGENT\_MATCHING\_NO\_TRANSACTIONS            | At least one bank transaction must be included in the entries to match.                                         | Include at least one bank transaction in the matching request.                             |
| ERROR\_FREEAGENT\_MATCHING\_UNSUPPORTED\_ENTITY         | Only sale invoices/refunds, purchase invoices/refunds, and bank transactions are accepted in matching requests. | Use only supported document types in matching requests.                                    |