Finance

Let agents run your FreeAgent books for you

QX raises invoices, chases late payers, reconciles bank transactions, and pulls live numbers—so you spend time growing the business, not wrestling with bookkeeping.

@QX How's cash looking this month?

You're £18,400 net positive in November, but Acme Ltd's £6,200 invoice is 14 days overdue and Beacon Co's renewal is due Friday. Want me to send a reminder to Acme?

Freeagent

Gmail

Stop drowning in invoices, expense receipts, and end-of-month reconciliations. Hand the books to an agent.

Invoicing

Invoices that send themselves

Turn signed deals, timesheets or project milestones into accurate, branded invoices—drafted, dispatched, and chased without you ever opening FreeAgent.

Reconciliation

A bank feed that explains itself

Incoming transactions get matched, categorised, and explained against the right contact or project automatically—so your books stay clean without weekend admin sessions.

Reporting

Live answers from your numbers

Ask plain-English questions about cashflow, P&L, or tax exposure and get an instant answer pulled straight from your real ledger—no spreadsheets required.

Freeagent

Real workflows, built for your team

Build complex workflows in minutes that chain FreeAgent together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.

Finance: Chase overdue invoices automatically

Every morning at 8am

Scheduled trigger

Pull overdue invoices

in FreeAgent

Draft a polite chase email

Agent step

Overdue ≥ 7 days

Send the reminder

via Gmail

Overdue ≥ 30 days

Alert finance lead

Notify via Slack

QX agents can raise invoices, log expenses, reconcile transactions—and a lot more

QUERYPull cashflow & P&L summaries

LISTList invoices, bills and expenses

CREATECreate an invoice

CREATECreate a bill with attachment

CREATECreate a contact

CREATECreate a project or task

UPDATEExplain a bank transaction

SENDEmail an estimate to a client

+ 68 more actions

About Freeagent

FreeAgent is cloud-based accounting software built for freelancers, contractors, and small businesses—particularly in the UK. It handles invoicing, expenses, bank reconciliation, VAT returns and self-assessment in one place, and its rich API makes it a natural fit for automating the repetitive parts of running a business.

About QX Labs

QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.

See FreeAgent working inside your stack

Want an AI co-worker that keeps your books up to date for you? Book a demo call to discuss your use cases, or get started for free.

Book a demo