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, and no surprise send you find out about after it's already out the door.
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- A Create Estimate goes out to a prospect with a price list item that was superseded last quarter.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.
Common questions about Freeagent automation
How do I automate FreeAgent estimates without sending the wrong thing?
Rills lets you set up FreeAgent automation so AI drafts and creates estimates, then waits for your approval before anything goes to a client. You review the proposed estimate, approve or reject it, and only then does it ship. Nothing client-visible moves without your call.
Can I get mobile approvals before FreeAgent journal sets are created?
Yes. When Rills proposes a journal set creation in FreeAgent, it queues the action for your review on your phone. You approve or reject it from anywhere, no desktop required. The entry does not get created until you swipe to confirm, so a misposted journal never makes it into your books.
How do I automate FreeAgent cashflow summaries for a date range?
You configure a Rills workflow to pull cashflow summaries for any date range you specify. Rills runs the FreeAgent automation, surfaces the results, and if any follow-on action is proposed, such as creating a journal or updating a transaction, it holds for your approval before proceeding.
Can Rills automate FreeAgent bank transaction explanations safely?
Rills can propose updates to bank transaction explanations based on rules you define, but it will not apply them until you approve. If a batch of transactions needs explaining, Rills queues the proposed changes and you decide which ones go through, so a wrong categorization does not quietly corrupt your reconciliation.
How is Rills different from Zapier for FreeAgent automation?
Zapier fires actions the moment a trigger fires. There is no pause for review. Rills puts a human approval step between the AI proposal and the real FreeAgent action. If a workflow would create a price list item or delete an estimate, Rills waits for your call first. That pause is what Zapier does not offer.
Why use Rills instead of Make for FreeAgent accounting workflows?
Make runs scenarios automatically once you set them up. Rills adds a layer where AI proposes the action and you approve it before it executes. For accounting operations like creating journal sets or updating bank transactions, that approval step is the difference between a tidy ledger and a messy correction.
Does Rills support FreeAgent webhooks or scheduled triggers?
FreeAgent does not currently expose event webhooks to Rills, so workflows are initiated on a schedule or on demand rather than in response to live events. You can still automate operations like listing credit notes, pulling cashflow data, or creating estimates, and every proposed action still waits for your approval before it runs.
How much does Rills cost for FreeAgent automation?
Approvals and workflow logic are free. You only pay when Rills takes a real action, such as making an AI call or executing an external operation in FreeAgent. Building out your FreeAgent automation, setting approval rules, and reviewing proposed actions on your phone costs nothing. You pay for work done, not for the oversight layer.