FreeAgent, without opening FreeAgent.
The books for a small company, including the bank side.
- Free to start
- No card
- Nothing irreversible without your yes
- Your own account, not a shared login
Ask in your own words.
Nothing to configure and no builder to open. Copy one of these into a thread, swap in your own FreeAgent details, and Ray takes it from there.
@Ray what did we spend on contractors last quarter?
@Ray when is the next VAT return due, and what is on it?
@Ray raise an invoice for the Northwind project this month.
@Ray which bank transactions are still unexplained?
What Ray can and cannot do in FreeAgent
Reading is free, because reading changes nothing. Everything that writes waits for your yes. The rest is not on Ray’s list.
27 reads wired, and 12 actions that wait for your yes.
Runs on its own
What Ray reads in FreeAgent
- Invoices, bills, expenses, estimates, and credit notes
- Bank accounts and transactions, projects, tasks, and timeslips
- Balance sheet, profit and loss, trial balance, and VAT returns
Reading changes nothing, so Ray never stops to ask whether it may look something up.
Asks first, every time
Always waits for your yes
- Draft an invoice, an estimate, or a credit note
- Add lines to an invoice or an estimate
- Record a bill or update an expense
- Add a contact or a project, and leave notes on them
- Email an estimate, or convert one to an invoice
Ray posts a card showing exactly what it is about to do. Nothing happens until someone approves, and no setting turns that off.
Not on the list
Things Ray is never handed
These are left out during curation, so they are not something Ray could do and decides against. They are not in front of it at all.
- Change tax or mileage settings
- Post journals or reconcile the bank
Exactly what Ray will ask you to approve.
Not a category of permission. These are the FreeAgent actions that stop in the thread with the real content before they happen.
- Record FreeAgent bill
- Add FreeAgent contact
- Create FreeAgent credit note
- Create FreeAgent estimate
- Email FreeAgent estimate
- Add FreeAgent estimate line
- Create FreeAgent invoice (draft)
- Add FreeAgent invoice line
- Note in FreeAgent
- Create FreeAgent project
Record FreeAgent bill
Showing Reference, Bill items, Contact and Due on, each carrying the exact content that will land.
How Ray works with FreeAgent
No workflow to build, and nothing to maintain when the work changes.
- 01
Connect FreeAgent
One click, right where you asked. Ray posts a connect card, you authorise FreeAgent with your own account, and the work you asked for picks up where it left off.
- 02
Ask in plain words
In the conversation you were already having. Nothing to build, no trigger to map, no tab to open.
- 03
Approve, and it lands
Reading runs on its own. Everyday changes land at once with an Undo, and anything that sends, spends or can't be taken back waits for your yes with the exact content in front of you.
Megan
@Ray the checkout bug is back. Take a look in FreeAgent, and tell Dana it is being looked at.
Record FreeAgent bill
- Waiting on
- your yes
Ray uses FreeAgent together with the rest of your tools.
One ask can read FreeAgent, cross-reference what is in these, and land the finished result back in the thread. Not four connectors taking turns, one teammate with one memory.
What does connecting FreeAgent to Ray actually do?
Ray is an AI teammate that works in your team chat, on Slack today. Connect FreeAgent and it can do the FreeAgent part of a request without anyone leaving the conversation: read what it needs and make the change, asking first before anything that can’t be taken back.
It is not a workflow builder. There is no trigger to configure and no automation to repair when your process shifts. You describe the outcome in the thread and Ray picks the actions, including actions in your other connected tools when the request spans more than one.
Every person on the team connects their own FreeAgent account, so Ray can only reach what that person can already reach, and the history in FreeAgent shows who actually asked.
Security and permissions
- You authorise FreeAgent on its own login screen. Your password never passes through Ray.
- What waits for a yes is decided in the execution path, not by a prompt. No setting lets an irreversible action through without one.
- Each workspace is isolated at the database level, and that isolation is tested by trying to break it.
- Disconnect FreeAgent in a message, or uninstall Ray and every connection it held is revoked.
FreeAgent and Ray, answered
The questions teams ask before they connect FreeAgent. Every answer is how this integration is built rather than a promise about it.
More finance, billing & signatures integrations
Ray uses them together in a single run when a request spans more than one.
Put Ray to work in FreeAgent.
Free to start, no credit card, and nothing irreversible happens without your yes.
By adding Ray, you accept the Terms and Privacy Policy.