FreeAgent
Manage invoices, expenses and accounts in FreeAgent.
- ワークスペース
- 1接続済み
- カテゴリ
- 財務
- セットアップ
- 4ステップ
- 対応業務
- 1AIの役割
What ProhostAI can do with FreeAgent
Once FreeAgent is connected, ProhostAI works with your invoices, expenses and accounts in plain language.
- Read
Answer from your accounts
Get real numbers on income, spend and what is outstanding.
“How much is still owed to us this quarter?”
- Read
Check invoice status
See what has been paid and what has not.
- Create & update
Raise invoices
Create owner or client invoices from what actually happened.
- Create & update
Record expenses
Enter supplier costs and repairs against the right property.
FreeAgent について
Small business accounting, without the small business evening.
Connect FreeAgent and ProhostAI can raise invoices, record expenses and answer questions from your accounts — attributed to the right property as it goes.
続きを読む
FreeAgent is built for people who run a business and do their own books, which describes most independent property managers exactly. It is deliberately approachable, and it still requires somebody to sit down and enter things.
That sitting-down is what does not happen in a busy season. Receipts accumulate, invoices go out late, and the quarter closes with a scramble that produces numbers technically correct and practically useless for deciding anything.
Connecting FreeAgent moves the entry to the moment. A supplier cost gets recorded when it is incurred, an owner invoice raised from what actually happened, and a question about the accounts answered without opening them. The books stay current because keeping them current stopped being a separate task — and for an operator who is also the bookkeeper, that is the difference between numbers you can steer by and numbers you assemble once a quarter for somebody else.
対応業務: 財務
Setup
FreeAgent connects through OAuth, so ProhostAI never sees your password.
Open ProhostAI and go to Settings → Connections.
Search for FreeAgent and select Connect.
Sign in to FreeAgent and approve the permissions.
Ask what is outstanding to confirm the connection works.
Good to know
FreeAgent stays the system of record. Your categories and tax settings are unchanged.
Decide how properties map to projects or categories before pushing many entries through.
ProhostAI records transactions; it does not file your returns.
Revoking ProhostAI in FreeAgent’s settings ends access immediately.
FreeAgent についてのよくある質問
Does this do my tax return?
No. It keeps the underlying records current and attributed. Filing stays with you or your accountant, in FreeAgent.
Can it raise invoices to owners?
Yes, built from what actually happened in the period rather than assembled by hand first.
How do costs get attributed per property?
Through your projects or categories in FreeAgent. Worth deciding the approach before pushing many entries through.
Is FreeAgent enough for a property business?
For an independent operator doing their own books, usually yes. Larger portfolios with owner statements tend to outgrow it.
How do I disconnect FreeAgent?
Open Settings → Connections in ProhostAI and disconnect it, or revoke ProhostAI in your FreeAgent settings.
財務 をもっと見る
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