Ravical &
FreeAgent
Connect your agentic AI directly to FreeAgent and unlock instant access to client financial data, invoices, and tax records—powering smarter, data-driven advisory workflows.
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FreeAgent is a cloud-based accounting platform built for UK freelancers, contractors, sole traders, and small businesses. Owned by NatWest Group, it provides invoicing, expense tracking, tax timeline management, and self-assessment tax return filing in an accessible, easy-to-use interface. It is used by over 150,000 businesses and is a common platform for accounting firms serving UK micro-business and contractor clients.
Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
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FreeAgent
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01
Real-time access to client financial and tax data, directly in Ravical
Ravical connects to FreeAgent to read client invoices, expenses, bank transactions, and tax timelines — giving your advisory agents the live financial context needed to identify opportunities and act proactively across your UK contractor and freelancer client base.
Live financial data access | Ravical reads invoices, expenses, bank transactions, and profit & loss directly from FreeAgent — with no manual exports and no stale snapshots.
Tax timeline monitoring | Ravical tracks each client's FreeAgent tax timeline, flagging key self-assessment and VAT deadlines as advisory triggers before they become urgent.
Cross-client portfolio intelligence | Ravical scans your entire FreeAgent client base simultaneously, ranking advisory opportunities by urgency and impact.
02
Help more contractor and freelancer clients, with less manual analysis
FreeAgent gives your clients great financial visibility. Ravical ensures that visibility is actively working to grow your advisory revenue — surfacing opportunities across your contractor and freelancer portfolio before they pass.
More advisory opportunities identified | Continuous monitoring means Ravical catches the signals between annual returns — when advice is still timely and genuinely valuable to clients.
Full recommendation brief prepared automatically | When Ravical flags an opportunity, it prepares a structured brief with relevant FreeAgent data, client context, and a suggested advisory approach.
Fast to deploy, easy to scale | Ravical connects to FreeAgent seamlessly. As your practice grows, Ravical scales automatically — no manual setup required per client.
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