Categories and chart of accounts
FreeAgent categories map to the YionStack chart of accounts with UK VAT defaults.
FreeAgent integration
What FreeAgent data lands in YionStack, and how.
Export your FreeAgent entities as CSV, upload to YionStack, and the AI-assisted Import surface maps every record. Live OAuth against the FreeAgent v2 API is on the migration roadmap (LAG-A8).
Quick facts
- Status
- File import
- Direction
- One-way import
- Connection
- Upload an export file
- Residency
- UK (europe-west2)
- Records
- 7 types
Live OAuth queued under LAG-A8 in the look-alike-gap pack.
Read the migration guideWhat lands in your business
The records that come across.
Contacts
Customers and suppliers collapse into the unified contacts table.
Invoices and recurring invoices
Sales invoices and recurring templates come across with original numbers preserved.
Bills and expenses
Vendor bills and out-of-pocket expenses (with HMRC mileage rates) and CIS deductions.
Projects and time entries
Projects map to YionStack projects with time entries landing in the projects ledger.
Bank accounts and transactions
Reconciled bank lines come across as historical context.
Timesheets
Approved and submitted timesheets attach to their projects so utilisation reporting carries on.
What stays where it is
Honest scope.
- —NatWest, Mettle and other live bank feeds — re-authorised through Open Banking under your YionStack consent.
- —Self Assessment filings — HMRC holds the submission record; new returns prepared from YionStack on the same UTR.
- —Payments on account — preserved on the imported tax category but the actual payment record sits with HMRC.
- —FreeAgent Payroll — moved separately through YionStack Payroll onboarding.
- —Mobile receipt-capture app — re-installed on the YionStack mobile surface; existing receipts attach to their bills/expenses.
Ready to bring your FreeAgent data across?
One-way copy by default. Run YionStack alongside the old stack and migrate at your own pace.
- No credit card
- 14-day free trial
- Cancel anytime