Skip to main content Power up your practice efficiency with our new Engager.app integration
We're excited to announce that, due to popular demand, FreeAgent now integrates with Engager.app, a powerful and user-friendly practice management software designed specifically for accountants and bookkeepers.
This new integration will allow you to sync contacts, invoices and more between the two softwares, saving your practice valuable time and reducing potential errors.
Cut the admin and boost productivity
By integrating FreeAgent with Engager.app, you can:
- streamline your practice workload by automating regular tasks
- centralise client management
- enhance communication via a secure client portal
- access reporting tools to manage your practice effectively
Once you have entered a client’s details in Engager.app, the information will seamlessly match and sync with FreeAgent. Contact synchronisation will keep the data automatically up-to-date.
Similarly, when you raise invoices in Engager.app, they’ll automatically appear in FreeAgent. This not only saves time spent on daily admin but also eliminates the need for manual data entry and issues caused by data duplication.
You’ll also see that workflows and checklists created in Engager.app will trigger activity in FreeAgent, streamlining your digital processes and helping you keep track of timelines. This will assist you in managing and prioritising client workloads with an overview of key dates and overdue tasks.
A game-changing FreeAgent insights tab within Engager.app will display the profit and loss for clients as well as all VAT periods (due date, amount due and running balance). These integrated task management features will help you reduce avoidable errors and keep on top of deadlines.
Last but not least, you can provision a new FreeAgent licence directly from within Engager.app. This will save your practice the time and effort of keeping all your data in check and constantly switching between different software.
More than an integration: a collaborative future
FreeAgent and Engager.app envision this integration as a first step into a wider partnership between our two companies, eventually aiming to deliver even more game-changing task management features in the future.
Johann Goree, co-founder of Engager.app, said: "Our vision has always been to empower our community of accountants and bookkeepers with innovative solutions to streamline their workflow and enhance client engagement.
"Partnering with FreeAgent allows another segment of our community to benefit from integrating their practice management tool and their accounting and bookkeeping solution.
"Our close working relationship, shared commitment to innovation and our user communities makes this partnership particularly exciting. Working together, we aim to deliver an enhanced integration that simplifies tasks, centralises client management, and ultimately drives efficiency in practices, allowing them to be more client-focused.
"This partnership represents more than just a connection between platforms; it's a testament to our aligned ambitions and shared dedication to supporting accountants and bookkeepers. We're thrilled about the additional possibilities and features this partnership presents and look forward to further enhancing the experience for Engager.app and FreeAgent users."
Stewart Hurd, Chief Sales Officer at FreeAgent, said: "We’re delighted to announce this new partnership with Engager.app, which we hope will be a huge boost for managing client admin for our accountancy and bookkeeping partners.
"Engager.app is one of the biggest and most innovative names in the practice software space. We’re really looking forward to showcasing this partnership to our partners so they can see just how beneficial the integration will be for streamlining their practice admin.
"We expect this integration between FreeAgent and Engager.app to become even deeper and more sophisticated in the future, which will benefit accountants and bookkeepers further."
Ready to get started?
More updates are set to come in the future, so keep your eyes peeled!
If you already use Engager.app, you can now connect the integration to your Practice Dashboard.
If you’re not using Engager.app, you can learn more on their website or sign up here.