Freeagent Accounting Automation & Approvals
Run Freeagent on autopilot. Keep the veto.
76 actions
Invoices get created, estimates go out, and journal entries post before you've had a chance to check the numbers. Rills proposes every Freeagent action; you approve before anything touches your books.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential accounting action from Freeagent arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Create 6 invoices for projects with unbilled timeslips?
6 projects · last invoiced >= 30 days ago
Timeslip totals match agreed project rates
Same pattern as previous month-end run
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, no 3am stomach-drop wondering what shipped while you slept.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Freeagent automation
Accounting entries that fire without a second pair of eyes are the kind that show up as a correction call with your accountant. When Freeagent automation runs without a checkpoint, a mis-posted journal set or a wrong cashflow figure can sit unnoticed until it matters.
When Freeagent runs unsupervised
A misconfigured rule sends a batch of changes into your books before you've seen the underlying data. The corrections cost more than the original task would have.
- A Create Invoice rule fires on a stale project rate, billing a client the wrong amount before you notice.
- An Update Bank Transaction Explanation runs across a set of transactions and mis-categorises a VAT-relevant item.
- A Create a Journal Set posts an adjustment that duplicates an existing entry, distorting your cashflow summary.
- A Create Estimate goes out to a prospect with a price list item that was superseded last quarter.
- A Delete Estimates Default Additional Text runs globally and strips legal terms you needed on every new estimate.
What Rills does inside Freeagent
Rills queues every proposed accounting action, whether that is creating an invoice, posting a journal set, or updating a bank transaction explanation, and holds it until you have reviewed the specifics. Nothing reaches your books or a client's inbox on its own.
The invoice still goes out; you just see the number, the project, and the rate before it does.
Why Freeagent has no triggers and how Rills fills the gap
Freeagent does not emit events that can start a workflow on their own, so Rills uses scheduled checks and upstream signals to decide when to propose an action inside your accounting layer.
- A nightly schedule calls Cashflow summary for a date range and flags any figure outside your expected band for your review.
- A weekly pass through List Projects surfaces projects with open timeslips but no recent invoice, then queues a Create Invoice proposal for each one.
- An upstream payment-processor event (a completed sale or a lapsed subscription) triggers a Create Estimate Item or Update Expense proposal so your books stay current without Freeagent needing to fire anything itself.
- A scheduled scan of List Credit Notes catches unmatched credits and proposes the matching journal entry before your next reconciliation.
What Rills can do in Freeagent
5 of 76 actions across reads, writes, and updates.
- 01
List Bank Transactions
Retrieve all bank transactions for a specific bank account to review transaction history and identify individual payments or deposits. This helps you understand cash flow and locate specific transactions for accounting purposes.
- 02
Create Contact
Add a new contact to your FreeAgent account with their details, making them available for invoicing, project assignment, or expense tracking. This helps you organize and manage all your business relationships in one place.
- 03
Create Estimate
Create a new estimate or quote in FreeAgent to send to clients for approval before starting work. This helps you formalize project proposals and track potential revenue.
- 04
Create Invoice
Generate a new invoice in FreeAgent for a client or customer, starting in draft status so you can review and modify details before sending.
- 05
Create A Timeslip
Logs billable or non-billable time worked on a specific project task, allowing you to track labor costs and generate accurate client invoices.