Looking to enhance your productivity? Integrate your FreeAgent dashboard with Senta

FreeAgent is now integrated with cloud-based practice management platform Senta. The integration allows you to quickly and easily export client data - including contacts, dates, reports and full trial balance data - from your FreeAgent dashboard straight to your Senta account.

How Senta can help your practice

Senta combines client relationship management (CRM) with workflow, email, document signing and other customisable features that can help make your practice more efficient. You can automate many of your daily tasks and reminders in Senta and with this integration, you can pull client data directly from FreeAgent rather than having to endure the time-intensive slog of double-keying client data into Senta! By providing your clients with insights derived from their data, you can differentiate your practice from competitors as one that adds value to client relationships.

Getting set up

To set this integration up, visit the ‘Settings’ page in Senta, select ‘General Settings’ then ‘Extras’. When you enable FreeAgent and authorise Senta to sync with it, a new ‘Sync with FreeAgent’ option will be available from the ‘Clients’ menu and a FreeAgent tab will be added to all client records where you'll be able to view P&L and Balance Sheets for each of your FreeAgent clients.