FreeAgent Overview

FreeAgent is a comprehensive accounting software designed specifically for small businesses and freelancers. It helps manage finances efficiently with features such as invoicing, expense tracking, time tracking, and tax reporting. FreeAgent aims to simplify financial management so users can focus more on growing their business.

Uses for FreeAgent Users for ID Checks

Integrating IdentityCheck with FreeAgent allows users to:

• Verify the identity of new clients or contractors seamlessly during onboarding.
• Ensure compliance with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations.
• Automate ID verification processes to save time and reduce manual errors.
• Enhance security by adding an additional layer of verification for sensitive financial data.

Setting Up IdentityCheck with FreeAgent via Zapier

• Create accounts on IdentityCheck, Zapier, and FreeAgent if you haven’t already.
• Log into your Zapier account and click on “Make a Zap”.
• Select FreeAgent as the trigger app and choose the desired trigger event (e.g., “New Invoice”, “New Contact”).
• Connect and authenticate your FreeAgent account with Zapier.
• Set up the trigger by selecting the FreeAgent account and any specific filter options required.
• Choose IdentityCheck as the action app and select the action event (e.g., “Verify ID”).
• Connect and authenticate your IdentityCheck account with Zapier.
• Map the necessary fields from FreeAgent to IdentityCheck to complete the integration.
• Review the setup and enable your Zap.

How to Use IdentityCheck with FreeAgent

Once the integration is set up, using IdentityCheck with FreeAgent is seamless. Here are some practical steps to leverage ID verification:

• When a new contact is created in FreeAgent, the trigger event will automatically initiate the verification process in IdentityCheck.
• IdentityCheck will seek the necessary information and documents from the contact for ID verification.
• You’ll receive notifications and detailed reports from IdentityCheck once the verification is complete.
• All these steps happen in real-time, ensuring swift onboarding without manual intervention.

In conclusion, integrating IdentityCheck with FreeAgent via Zapier ensures secure and automatic ID verification, enhancing compliance and streamlining workflows for small businesses and freelancers.