Portfolio from your projects
The AI reads the projects and clients you choose in FreeAgent and builds a portfolio or clients section from them.
Payments and financeFreeAgent
FreeAgent with Uebfaqe: your projects and rates, on your site
FreeAgent knows your clients, projects and rates. Connect it and the AI uses them to build a portfolio and pricing that match the work you actually do.
What you can do
Pricing from your real rates
Ask the AI to look at the rates you bill most and set up a clear pricing page. Amounts and clients stay private unless you ask.
Invoices after you confirm
Ask the AI to create an invoice or add a contact in FreeAgent. It shows a card with every detail and waits for you to click Confirm.
What you can ask the AI
Examples to type in the chat once the app is connected to your website.
Build a Projects page from my completed FreeAgent projects from this year, without amounts.
What is my average daily rate in FreeAgent? Use it to suggest three service packages.
Create a FreeAgent invoice for Kodra Studio for 3 days of design work at my usual rate.
How to connect it
- 1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use FreeAgent and find it in the Browse tab.
- 2
Step 2
Click Connect
Click Connect, sign in to your FreeAgent account in the window that opens and approve access. The connection applies to this website only.
- 3
Step 3
Ask the AI
In the chat, say what you need from FreeAgent. The AI reads what it needs and asks for your confirmation before any action in the app.
You stay in control
The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.
Frequently asked questions
Why does the connect screen ask for an extra value?
FreeAgent asks for one extra detail about your account so the connection reaches the right place. The connect screen explains what to enter.
Will my income or invoices show up on my website?
No. The AI reads your accounts only to help you. Numbers go on the website only if you ask for them.
Can the AI send invoices without asking me?
No. Every invoice or change in FreeAgent is prepared only when you ask, shows up as a card in the chat and runs after you confirm.
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