Payments and accounting integration
Prepare FreeAgent accounting handoffs from SortX fees, invoices and payment records with review steps intact.
SortX prepares payment, invoice and reconciliation tasks from the records your branch already uses.
FreeAgent is the connected source or destination for this workflow.
SortX keeps invoices context attached to the work item.
SortX keeps payments context attached to the work item.
SortX keeps statements context attached to the work item.
SortX keeps bank feed context attached to the work item.
SortX keeps reconciliation context attached to the work item.
SortX prepares the FreeAgent handoff from live agency records and keeps the returned status visible where available.
Book a demoThe FreeAgent workflow is useful when the next action is clear to the branch.
FreeAgentIntegration workflow
FreeAgent is the connected source or destination for this workflow.
SortX keeps invoices context attached to the work item.
SortX keeps payments context attached to the work item.
SortX keeps statements context attached to the work item.
SortX keeps bank feed context attached to the work item.
SortX keeps reconciliation context attached to the work item.
Each item below is a practical handoff: record matching, status checks, approvals and follow-up work.
Create payment tasks from rent, fee, invoice or client-money context.
Send or receive invoice references with FreeAgent where the integration supports it.
Queue unmatched payments and exceptions for finance review.
Keep payment state visible on the deal, tenancy or landlord account.
Use cleared activity to prepare statement tasks for review.
Highlight missing references, failed payments or unusual amounts before posting.
Prepare FreeAgent accounting handoffs from SortX fees, invoices and payment records with review steps intact.
Finance work needs careful review. SortX prepares the handoff and status checks, then keeps exceptions visible for the person who owns client money control.
The goal is simple: fewer disconnected tabs, clearer ownership and no unsupported assumptions about what FreeAgent can or cannot return. SortX works with the fields and statuses available to your branch.
Book a demoConnect: Read invoice, rent, fee or payment context from SortX.
Match: Prepare the payment or accounting handoff with the fields available.
Route: Track returned status, reference IDs and exceptions where supported.
Review: Queue reconciliation, statement or arrears follow-up tasks.
Review workflowsFreeAgent integration specifics.
No. SortX uses FreeAgent as a connected system and keeps the agency workflow in SortX. Your team still controls the vendor account, permissions and commercial relationship.
Only the fields configured for the integration are used. SortX syncs records, statuses, notes or files where FreeAgent makes them available and where your branch has approved that direction.
Yes. Approval steps can stay on for messages, record updates, document sends and sensitive compliance or finance actions.
Setup starts with branch mapping, permission checks and a short test workflow. SortX then rolls the FreeAgent connection into the right agent queue for your team.
We will map the connection, test the handoffs and keep approvals where your branch needs them.