Hi, I am a contractor in the UK who uses FreeAgent as my accountancy software. I am looking to start using InvestEngine to earn some interest on the cash sitting around waiting for my corporation tax and VAT. I wanted general advice on how others in a similar situation are accounting for their Inv…

So far as I know there are no integration tools as such. However, you can create certain fixed reports and they can export as a PDF or for some reports as a CSV file. I use Excel and I have created a main Excel file which can extract data from the csv files. Perhaps FreeAgent can import data from a …

I have created an account in FreeAgent similar to bank account. Importing transactions using csv file to FreeAgent.

[image] (Source: Business investing – your questions answered )

Ok yeah that makes sense… a little annoying but not too bad of a solution! Is it easy enough get the descritpions to match to FreeAgent types/codes…did you have to set any up manually or anything? I know FreeAgent has an api for upload will see if InvestEngine has one also (think its via TrueLayer) …

Did you find or formulate an integration?

Using InvestEngine with accountancy software such as FreeAgent

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vvsvin 29 May 2024 20:28 4

(Source: Business investing – your questions answered)

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Using InvestEngine with accountancy software such as FreeAgent

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