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FreeAgent and Receipt Bank: how to save time and boost productivity for you and your clients

Recorded on 20th August 2020

It’s now even easier for accountants and bookkeepers to collect their clients’ bookkeeping data automatically, with FreeAgent’s updated Receipt Bank integration.

FreeAgent’s Head of Practice Enablement, Kevin Lord is joined by Monique Van Der Zwaag, Partner Success Consultant at Receipt Bank.

Monique and Kevin explain:

  • the benefits of using automation to collect clients’ bookkeeping data
  • how the integration between FreeAgent and Receipt Bank can help you and your clients
  • how to set up the integration between FreeAgent and Receipt Bank