Connecting Mettle with FreeAgent is an entirely digital process so getting your bank feed set up is easy – with no paper forms:

  • Open your Mettle app (make sure you're on the latest version)

  • Tap ‘Connections’ on your Account screen

  • Select FreeAgent

  • Select 'I already have a FreeAgent account'

  • Agree to sharing your data

  • Confirm if you've manually uploaded Mettle transactions to your FreeAgent account previously. If you have done this before, we will only send transactions from the date of connection.

  • You’ll be redirected to FreeAgent and asked to log in to your account

  • Once your transactions are cleared, we’ll share them. Some of these will appear instantly, but if they’re still pending it can take two or three days to show.

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