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Data imported from FreeAgent

Once you've set up the integration, your 'Accounting categories' from FreeAgent will automatically be imported and you can start to apply them to your expenses within Revolut Business.

You can review and refresh the imported data from accounting settings at any time. You can also hide irrelevant accounting categories from team members. Navigate to ‘Accounting categories’, select any category, and disable the 'Visible for submitters' toggle.

Tax rates and labels are not imported from FreeAgent. You can manually define tax rates and labels from accounting settings.

Data exported to FreeAgent

If you've enabled the 'Bank feed' sync on Revolut Business, completed transactions will be exported to FreeAgent as 'unexplained' transactions (within each currency account you enable for syncing).

Once you've set up the Expenses integration, new expenses will automatically be configured then exported to FreeAgent once complete.

• FreeAgent will automatically match a card or transfer expense to the relevant transaction and you can mark it as reconciled
• When a reimbursement request is completed, it is created as an open bill with the team member as the supplier

Help with exports to FreeAgent

• All expense and reimbursement receipts uploaded to Revolut Business are exported as attachments
• Reimbursements can be split, however expenses can't be split as FreeAgent doesn't support splitting a payment. To learn more about splitting expenses, visit this FAQ