FreeAgent connector

Set up the FreeAgent connector in Kaivo: authentication, configuration, the 32 BigQuery tables it syncs, and answers to common questions.

Written By Lauri Raivio

Last updated 16 days ago

Kaivo is a fully managed data platform that syncs your FreeAgent data into a Google BigQuery warehouse and keeps it up to date automatically. There is no pipeline to build and no infrastructure to run, so you can spend your time analysing your payment and finance data instead of moving it.

What is the FreeAgent connector

Sync your FreeAgent accounting data into BigQuery with Kaivo to analyse invoices, expenses, and bank activity in one place.

Category	Finance & Payments
Authentication	API key
Setup	Self-service

Getting started with the FreeAgent connector

Sign up for Kaivo and create a workspace.
Connect your FreeAgent account.
Choose which tables to sync.
Wait for the initial sync to finish.
Query your data in BigQuery or your favourite AI or BI tool.

Authenticating FreeAgent

Authenticate with your FreeAgent credentials. You provide:

Field	Description
Client Secret	The Client Secret of your FreeAgent developer application.
Refresh Token	The refresh token obtained after authorizing your FreeAgent developer application.

Prerequisites

FreeAgent uses OAuth, so you need your own FreeAgent developer application:

Register an application in the FreeAgent Developer Dashboard to obtain a Client ID and Client Secret (set the access level your data requires).
Complete the OAuth authorization flow once to obtain a Refresh Token (see FreeAgent's OAuth docs).

Then enter those values below.

Need help, or want an easier way to connect? Reach our team via the chat in the bottom-right corner.

Configuring the FreeAgent connector

When you set up the connector, you provide:

Field	Description
Client ID	The Client ID of your FreeAgent developer application.
Start Date	Any data before this date will not be fetched.

Tables and columns synced from FreeAgent

Kaivo syncs 32 tables from FreeAgent into a dedicated dataset in your BigQuery warehouse. Click any table to see its columns and types.

Admin Expenses Categories (9 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`allowable_for_tax`	`BOOL`
`auto_sales_tax_rate`	`STRING`
`group_description`	`STRING`
`nominal_code`	`STRING`
`tax_reporting_name`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Annual Accounting Periods (4 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`ends_on`	`DATE`
`starts_on`	`DATE`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Balance Sheet (10 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`accounting_period_start_date`	`STRING`
`as_at_date`	`DATE`
`capital_assets__net_book_value`	`FLOAT64`
`currency`	`STRING`
`net_current_assets`	`FLOAT64`
`owners_equity__retained_profit`	`FLOAT64`
`total_assets`	`FLOAT64`
`total_owners_equity`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Balance Sheet__capital_assets__accounts

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`name`	`STRING`
`nominal_code`	`STRING`
`total_debit_value`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Balance Sheet__current_assets__accounts

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`name`	`STRING`
`nominal_code`	`STRING`
`total_debit_value`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Balance Sheet__current_liabilities__accounts

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`name`	`STRING`
`nominal_code`	`STRING`
`total_debit_value`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Balance Sheet__owners_equity__accounts

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`name`	`STRING`
`nominal_code`	`STRING`
`total_debit_value`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Bank Accounts (24 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`account_number`	`STRING`
`bank_code`	`STRING`
`bank_name`	`STRING`
`bic`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`current_balance`	`FLOAT64`
`iban`	`STRING`
`is_personal`	`BOOL`
`is_primary`	`BOOL`
`latest_activity_date`	`DATE`
`manually_added_transaction_count`	`INT64`
`marked_for_review_count`	`INT64`
`name`	`STRING`
`opening_balance`	`FLOAT64`
`sort_code`	`STRING`
`status`	`STRING`
`total_count`	`INT64`
`unexplained_transaction_count`	`INT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Bank Transaction Explanations (42 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`description`	`STRING`
`attachment__description`	`STRING`
`attachment__content_src`	`STRING`
`attachment__content_src_medium`	`STRING`
`attachment__content_src_small`	`STRING`
`attachment__content_type`	`STRING`
`attachment__expires_at`	`TIMESTAMP`
`attachment__file_name`	`STRING`
`attachment__file_size`	`FLOAT64`
`attachment__url`	`STRING`
`bank_account`	`STRING`
`bank_transaction`	`STRING`
`category`	`STRING`
`dated_on`	`DATE`
`detail`	`STRING`
`ec_status`	`STRING`
`foreign_currency`	`STRING`
`foreign_currency_value`	`FLOAT64`
`gross_value`	`FLOAT64`
`has_pending_operation`	`BOOL`
`is_deletable`	`BOOL`
`is_locked`	`BOOL`
`is_money_in`	`BOOL`
`is_money_out`	`BOOL`
`is_money_paid_to_user`	`BOOL`
`linked_transfer_account`	`STRING`
`linked_transfer_explanation`	`STRING`
`locked_reason`	`STRING`
`marked_for_review`	`BOOL`
`paid_bill`	`STRING`
`paid_invoice`	`STRING`
`paid_user`	`STRING`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`sales_tax_value`	`FLOAT64`
`transaction_description`	`STRING`
`transfer_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bank Transaction Explanations__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Bank Transactions (14 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`amount`	`FLOAT64`
`bank_account`	`STRING`
`created_at`	`TIMESTAMP`
`dated_on`	`DATE`
`full_description`	`STRING`
`is_manual`	`BOOL`
`matching_transactions_count`	`INT64`
`transaction_id`	`STRING`
`unexplained_amount`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bank Transactions__bank_transaction_explanations

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`description`	`STRING`
`attachment__description`	`STRING`
`attachment__content_src`	`STRING`
`attachment__content_src_medium`	`STRING`
`attachment__content_src_small`	`STRING`
`attachment__content_type`	`STRING`
`attachment__expires_at`	`TIMESTAMP`
`attachment__file_name`	`STRING`
`attachment__file_size`	`FLOAT64`
`attachment__url`	`STRING`
`bank_account`	`STRING`
`bank_transaction`	`STRING`
`category`	`STRING`
`dated_on`	`DATE`
`detail`	`STRING`
`ec_status`	`STRING`
`foreign_currency`	`STRING`
`foreign_currency_value`	`FLOAT64`
`gross_value`	`FLOAT64`
`has_pending_operation`	`BOOL`
`is_deletable`	`BOOL`
`is_locked`	`BOOL`
`is_money_in`	`BOOL`
`is_money_out`	`BOOL`
`is_money_paid_to_user`	`BOOL`
`linked_transfer_account`	`STRING`
`linked_transfer_explanation`	`STRING`
`locked_reason`	`STRING`
`marked_for_review`	`BOOL`
`paid_bill`	`STRING`
`paid_invoice`	`STRING`
`paid_user`	`STRING`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`sales_tax_value`	`FLOAT64`
`transaction_description`	`STRING`
`transfer_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bank Transactions__bank_transaction_explanations__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Bills (34 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`attachment__content_src`	`STRING`
`attachment__content_src_medium`	`STRING`
`attachment__content_src_small`	`STRING`
`attachment__content_type`	`STRING`
`attachment__expires_at`	`TIMESTAMP`
`attachment__file_name`	`STRING`
`attachment__file_size`	`FLOAT64`
`attachment__url`	`STRING`
`comments`	`STRING`
`contact`	`STRING`
`contact_name`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`dated_on`	`DATE`
`due_on`	`DATE`
`due_value`	`FLOAT64`
`exchange_rate`	`FLOAT64`
`input_total_values_inc_tax`	`BOOL`
`is_paid_by_hire_purchase`	`BOOL`
`locked_reason`	`STRING`
`long_status`	`STRING`
`native_due_value`	`FLOAT64`
`net_value`	`FLOAT64`
`paid_on`	`DATE`
`paid_value`	`FLOAT64`
`project`	`STRING`
`reference`	`STRING`
`sales_tax_value`	`FLOAT64`
`status`	`STRING`
`total_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bills__bill_items

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`bill`	`STRING`
`category`	`STRING`
`locked_reason`	`STRING`
`manual_sales_tax_amount`	`FLOAT64`
`quantity`	`FLOAT64`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`sales_tax_value`	`FLOAT64`
`total_value`	`FLOAT64`
`total_value_ex_tax`	`FLOAT64`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bills__bill_items__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Bills__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Company (43 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`type`	`STRING`
`address1`	`STRING`
`cis_enabled`	`BOOL`
`company_registration_number`	`STRING`
`company_start_date`	`DATE`
`contact_email`	`STRING`
`contact_phone`	`STRING`
`country`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`ec_vat_reporting_enabled`	`BOOL`
`first_accounting_year_end`	`DATE`
`freeagent_start_date`	`DATE`
`id`	`FLOAT64`
`initial_vat_basis`	`STRING`
`initial_vat_frs_type`	`STRING`
`initially_on_frs`	`BOOL`
`locale`	`STRING`
`logo__content_src`	`STRING`
`logo__content_src_medium`	`STRING`
`logo__content_src_small`	`STRING`
`logo__content_type`	`STRING`
`logo__expires_at`	`TIMESTAMP`
`logo__file_name`	`STRING`
`logo__url`	`STRING`
`mileage_units`	`STRING`
`name`	`STRING`
`postcode`	`STRING`
`sales_tax_effective_date`	`DATE`
`sales_tax_is_value_added`	`BOOL`
`sales_tax_name`	`STRING`
`sales_tax_registration_number`	`STRING`
`sales_tax_registration_status`	`STRING`
`short_date_format`	`STRING`
`subdomain`	`STRING`
`supports_auto_sales_tax_on_purchases`	`BOOL`
`town`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`vat_first_return_period_ends_on`	`DATE`
`website`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Company__annual_accounting_periods

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`ends_on`	`DATE`
`starts_on`	`DATE`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Company__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Company__sales_tax_rates

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Company Tax Timeline (8 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`amount_due`	`FLOAT64`
`dated_on`	`DATE`
`is_personal`	`BOOL`
`nature`	`STRING`
`status`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Contact Notes (8 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`author`	`STRING`
`created_at`	`TIMESTAMP`
`note`	`STRING`
`parent_url`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Contacts (32 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`account_balance`	`FLOAT64`
`active_projects_count`	`INT64`
`address1`	`STRING`
`address2`	`STRING`
`address3`	`STRING`
`billing_email`	`STRING`
`charge_sales_tax`	`STRING`
`contact_name_on_invoices`	`BOOL`
`country`	`STRING`
`created_at`	`TIMESTAMP`
`default_payment_terms_in_days`	`FLOAT64`
`email`	`STRING`
`emails_invoices_automatically`	`BOOL`
`emails_payment_reminders`	`BOOL`
`emails_thank_you_notes`	`BOOL`
`first_name`	`STRING`
`last_name`	`STRING`
`locale`	`STRING`
`mobile`	`STRING`
`organisation_name`	`STRING`
`phone_number`	`STRING`
`postcode`	`STRING`
`region`	`STRING`
`sales_tax_registration_number`	`STRING`
`status`	`STRING`
`town`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`uses_contact_invoice_sequence`	`BOOL`
`uses_contact_level_email_settings`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Corporation Tax Returns (10 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`amount_due`	`FLOAT64`
`filing_due_on`	`DATE`
`filing_status`	`STRING`
`payment_due_on`	`DATE`
`payment_status`	`STRING`
`period_ends_on`	`DATE`
`period_starts_on`	`DATE`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Cost of Sales Categories (9 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`allowable_for_tax`	`BOOL`
`auto_sales_tax_rate`	`STRING`
`group_description`	`STRING`
`nominal_code`	`STRING`
`tax_reporting_name`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Credit Note Reconciliations (11 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`created_at`	`TIMESTAMP`
`credit_note`	`STRING`
`currency`	`STRING`
`dated_on`	`DATE`
`exchange_rate`	`FLOAT64`
`gross_value`	`FLOAT64`
`invoice`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Credit Notes (33 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`bank_account`	`STRING`
`client_contact_name`	`STRING`
`comments`	`STRING`
`contact`	`STRING`
`contact_name`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`dated_on`	`DATE`
`discount_percent`	`FLOAT64`
`discount_value`	`FLOAT64`
`due_on`	`DATE`
`due_value`	`FLOAT64`
`exchange_rate`	`FLOAT64`
`involves_sales_tax`	`BOOL`
`is_interim_uk_vat`	`BOOL`
`long_status`	`STRING`
`net_value`	`FLOAT64`
`omit_header`	`BOOL`
`payment_terms`	`STRING`
`payment_terms_in_days`	`FLOAT64`
`po_reference`	`STRING`
`project`	`STRING`
`reference`	`STRING`
`refunded_on`	`DATE`
`refunded_value`	`FLOAT64`
`sales_tax_value`	`FLOAT64`
`show_project_name`	`BOOL`
`status`	`STRING`
`total_value`	`FLOAT64`
`updated_at`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Credit Notes__credit_note_items

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`category`	`STRING`
`item_type`	`STRING`
`position`	`INT64`
`price`	`FLOAT64`
`project`	`STRING`
`quantity`	`FLOAT64`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`suffers_cis_deduction`	`BOOL`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Estimates (24 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`client_contact_name`	`STRING`
`contact`	`STRING`
`contact_name`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`dated_on`	`DATE`
`discount_percent`	`FLOAT64`
`discount_value`	`FLOAT64`
`estimate_type`	`STRING`
`include_sales_tax_on_total_value`	`BOOL`
`invoice`	`STRING`
`involves_sales_tax`	`BOOL`
`is_interim_uk_vat`	`BOOL`
`net_value`	`FLOAT64`
`notes`	`STRING`
`project`	`STRING`
`reference`	`STRING`
`sales_tax_value`	`FLOAT64`
`status`	`STRING`
`total_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Estimates__estimate_items

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`category`	`STRING`
`created_at`	`TIMESTAMP`
`item_type`	`STRING`
`position`	`INT64`
`price`	`FLOAT64`
`quantity`	`FLOAT64`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`sales_tax_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Expenses (49 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`attachment__description`	`STRING`
`attachment__content_src`	`STRING`
`attachment__content_src_medium`	`STRING`
`attachment__content_src_small`	`STRING`
`attachment__content_type`	`STRING`
`attachment__expires_at`	`TIMESTAMP`
`attachment__file_name`	`STRING`
`attachment__file_size`	`FLOAT64`
`attachment__url`	`STRING`
`category`	`STRING`
`contact_name`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`dated_on`	`DATE`
`engine_size`	`STRING`
`engine_size_index`	`INT64`
`engine_type`	`STRING`
`engine_type_index`	`INT64`
`gross_value`	`FLOAT64`
`have_vat_receipt`	`BOOL`
`initial_rate_mileage`	`FLOAT64`
`locked_reason`	`STRING`
`mileage`	`FLOAT64`
`native_gross_value`	`FLOAT64`
`native_sales_tax_value`	`FLOAT64`
`next_recurs_on`	`DATE`
`project`	`STRING`
`project_name`	`STRING`
`rebill_factor`	`STRING`
`rebill_mileage_rate`	`FLOAT64`
`rebill_to_project`	`STRING`
`rebill_type`	`STRING`
`rebilled_on_invoice`	`STRING`
`rebilled_on_invoice_item`	`STRING`
`receipt_reference`	`STRING`
`reclaim_mileage`	`FLOAT64`
`reclaim_mileage_rate`	`FLOAT64`
`recurring`	`STRING`
`recurring_end_date`	`DATE`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`sales_tax_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`user`	`STRING`
`vehicle_type`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Expenses__locked_attributes

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`value`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Final Accounts Reports (7 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`filing_due_on`	`DATE`
`filing_status`	`STRING`
`period_ends_on`	`DATE`
`period_starts_on`	`DATE`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

General Categories (6 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`nominal_code`	`STRING`
`tax_reporting_name`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Hire Purchases (7 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`bill`	`STRING`
`liabilities_over_one_year_category`	`STRING`
`liabilities_under_one_year_category`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Income Categories (7 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`auto_sales_tax_rate`	`STRING`
`group_description`	`STRING`
`nominal_code`	`STRING`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Invoices (42 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`always_show_bic_and_iban`	`BOOL`
`bank_account`	`STRING`
`client_contact_name`	`STRING`
`comments`	`STRING`
`contact`	`STRING`
`contact_name`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`dated_on`	`DATE`
`discount_percent`	`FLOAT64`
`discount_value`	`FLOAT64`
`due_on`	`DATE`
`due_value`	`FLOAT64`
`exchange_rate`	`FLOAT64`
`include_estimates`	`STRING`
`include_expenses`	`STRING`
`include_timeslips`	`STRING`
`involves_sales_tax`	`BOOL`
`is_interim_uk_vat`	`BOOL`
`long_status`	`STRING`
`net_value`	`FLOAT64`
`omit_header`	`BOOL`
`paid_on`	`DATE`
`paid_value`	`FLOAT64`
`payment_methods__stripe`	`BOOL`
`payment_terms`	`STRING`
`payment_terms_in_days`	`FLOAT64`
`payment_url`	`STRING`
`po_reference`	`STRING`
`project`	`STRING`
`reference`	`STRING`
`sales_tax_value`	`FLOAT64`
`send_new_invoice_emails`	`BOOL`
`send_reminder_emails`	`BOOL`
`send_thank_you_emails`	`BOOL`
`show_project_name`	`BOOL`
`status`	`STRING`
`total_value`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Invoices__invoice_items

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`category`	`STRING`
`item_type`	`STRING`
`position`	`INT64`
`price`	`FLOAT64`
`project`	`STRING`
`quantity`	`FLOAT64`
`sales_tax_rate`	`FLOAT64`
`sales_tax_status`	`STRING`
`suffers_cis_deduction`	`BOOL`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Journal Sets (8 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`dated_on`	`DATE`
`journal_entries`	`JSON`
`tag`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Payroll Periods (12 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`construction_industry_scheme_deduction`	`STRING`
`created_at`	`TIMESTAMP`
`dated_on`	`DATE`
`employment_allowance_amount`	`FLOAT64`
`employment_allowance_claimed`	`BOOL`
`frequency`	`STRING`
`period`	`INT64`
`status`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Payslips (44 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`absence_payments`	`FLOAT64`
`additional_statutory_paternity_pay`	`FLOAT64`
`allowance`	`FLOAT64`
`attachments`	`FLOAT64`
`basic_pay`	`FLOAT64`
`bonus`	`FLOAT64`
`commission`	`FLOAT64`
`created_at`	`TIMESTAMP`
`dated_on`	`DATE`
`deduct_postgrad_loan`	`BOOL`
`deduct_student_loan`	`BOOL`
`deduction_free_pay`	`FLOAT64`
`deductions_subject_to_nic_but_not_paye`	`FLOAT64`
`employee_ni`	`FLOAT64`
`employee_pension`	`FLOAT64`
`employee_pension_not_under_net_pay`	`FLOAT64`
`employee_pension_salary_sacrifice`	`STRING`
`employer_ni`	`FLOAT64`
`employer_pension`	`FLOAT64`
`frequency`	`STRING`
`ni_calc_type`	`STRING`
`ni_letter`	`STRING`
`other_deductions`	`FLOAT64`
`other_deductions_from_net_pay`	`FLOAT64`
`other_payments`	`FLOAT64`
`other_salary_sacrifice_deductions`	`STRING`
`overtime`	`FLOAT64`
`payroll_giving`	`FLOAT64`
`postgrad_loan_deduction`	`FLOAT64`
`statutory_adoption_pay`	`FLOAT64`
`statutory_maternity_pay`	`FLOAT64`
`statutory_neonatal_care_pay`	`STRING`
`statutory_parental_bereavement_pay`	`FLOAT64`
`statutory_paternity_pay`	`FLOAT64`
`statutory_sick_pay`	`FLOAT64`
`student_loan_deduction`	`FLOAT64`
`student_loan_deductions_plan`	`STRING`
`tax_code`	`STRING`
`tax_deducted`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`user`	`STRING`
`week_1_month_1_basis`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Price List Items (14 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`description`	`STRING`
`category`	`STRING`
`code`	`STRING`
`created_at`	`TIMESTAMP`
`item_type`	`STRING`
`price`	`FLOAT64`
`quantity`	`FLOAT64`
`sales_tax_rate`	`FLOAT64`
`second_sales_tax_rate`	`FLOAT64`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`vat_status`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Profit & Loss Summary (10 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`expenses`	`FLOAT64`
`from`	`DATE`
`income`	`FLOAT64`
`operating_profit`	`FLOAT64`
`retained_profit`	`FLOAT64`
`retained_profit_brought_forward`	`FLOAT64`
`retained_profit_carried_forward`	`FLOAT64`
`to`	`DATE`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Subtable: Profit & Loss Summary__less

Column	Type	Description
`_kaivo_parent_id`	`STRING`	Foreign key referencing _kaivo_id in the parent table. Auto-generated by Kaivo.
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`title`	`STRING`
`total`	`FLOAT64`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Project Notes (8 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`author`	`STRING`
`created_at`	`TIMESTAMP`
`note`	`STRING`
`parent_url`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Projects (49 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`billing_period`	`STRING`
`budget`	`FLOAT64`
`budget_units`	`STRING`
`contact__account_balance`	`FLOAT64`
`contact__active_projects_count`	`INT64`
`contact__address1`	`STRING`
`contact__address2`	`STRING`
`contact__address3`	`STRING`
`contact__billing_email`	`STRING`
`contact__charge_sales_tax`	`STRING`
`contact__contact_name_on_invoices`	`BOOL`
`contact__country`	`STRING`
`contact__created_at`	`TIMESTAMP`
`contact__default_payment_terms_in_days`	`INT64`
`contact__email`	`STRING`
`contact__emails_invoices_automatically`	`BOOL`
`contact__emails_payment_reminders`	`BOOL`
`contact__emails_thank_you_notes`	`BOOL`
`contact__first_name`	`STRING`
`contact__last_name`	`STRING`
`contact__locale`	`STRING`
`contact__mobile`	`STRING`
`contact__organisation_name`	`STRING`
`contact__phone_number`	`STRING`
`contact__postcode`	`STRING`
`contact__region`	`STRING`
`contact__sales_tax_registration_number`	`STRING`
`contact__status`	`STRING`
`contact__town`	`STRING`
`contact__updated_at`	`TIMESTAMP`
`contact__url`	`STRING`
`contact__uses_contact_invoice_sequence`	`BOOL`
`contact__uses_contact_level_email_settings`	`BOOL`
`contract_po_reference`	`STRING`
`created_at`	`TIMESTAMP`
`currency`	`STRING`
`ends_on`	`DATE`
`hours_per_day`	`FLOAT64`
`include_unbilled_time_in_profitability`	`BOOL`
`is_ir35`	`BOOL`
`name`	`STRING`
`normal_billing_rate`	`STRING`
`starts_on`	`DATE`
`status`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`uses_project_invoice_sequence`	`BOOL`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Tasks (11 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`billing_period`	`STRING`
`billing_rate`	`FLOAT64`
`created_at`	`TIMESTAMP`
`is_billable`	`BOOL`
`name`	`STRING`
`project`	`STRING`
`status`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Timeslips (12 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`billed_on_invoice`	`STRING`
`comment`	`STRING`
`created_at`	`TIMESTAMP`
`dated_on`	`DATE`
`hours`	`FLOAT64`
`project`	`STRING`
`task`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`user`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

Users (16 columns)

Column	Type	Description
`_kaivo_id`	`STRING`	Primary key that uniquely identifies the row. Auto-generated by Kaivo.
`created_at`	`TIMESTAMP`
`current_payroll_profile__total_pay_in_previous_employment`	`FLOAT64`
`current_payroll_profile__total_tax_in_previous_employment`	`FLOAT64`
`email`	`STRING`
`first_name`	`STRING`
`hidden`	`BOOL`
`last_name`	`STRING`
`ni_number`	`STRING`
`opening_mileage`	`FLOAT64`
`permission_level`	`INT64`
`role`	`STRING`
`unique_tax_reference`	`STRING`
`updated_at`	`TIMESTAMP`
`url`	`STRING`
`_kaivo_extracted_at`	`TIMESTAMP`	Timestamp that shows when the row was extracted. Auto-generated by Kaivo.

How the FreeAgent sync works

After the first load, Kaivo keeps your BigQuery warehouse up to date for you. Where FreeAgent supports it, each sync pulls only new and changed records so it stays fast; otherwise it refreshes the whole table. Every record keeps its original ID, so you won't get duplicate rows.

Frequently asked questions

How long does the initial sync take for FreeAgent?

It depends on how much history is in your FreeAgent account. Most initial syncs finish within minutes, while large accounts can take a few hours. After that, syncs only fetch new and changed records, so they're much faster.

Can I sync only some tables or columns?

Yes. You pick which tables to sync when you set up the connection and can change the selection later. Tables you don't select are never copied to your warehouse.

What happens when FreeAgent's schema changes?

New fields are never added automatically. You choose which fields to sync, so data you haven't selected (sensitive personal data, for example) never lands in your warehouse. When a new field appears, it becomes available for you to add. What happens to removed or renamed fields depends on a table's sync mode: full-refresh tables always match what's currently in FreeAgent, so dropped fields disappear, while incremental tables keep their existing columns and history, so an old field stays and newly added fields fill in over time.

Your data lives in your own Kaivo-managed BigQuery warehouse, so the most direct option is to delete or anonymise specific records right in BigQuery. If you delete data in FreeAgent instead, full-refresh tables drop it on the next sync, while incremental tables keep it, so you would remove the row in BigQuery or ask us to run a full refresh. To remove everything, delete the FreeAgent connector in Kaivo and all of its synced data is deleted with it.

Common use cases for FreeAgent data

Financial reporting

Use the Balance Sheet and category tables to build reports across your accounts.

Cash flow

Join Bank Transactions with Bank Accounts to track money in and out over time.

Tax and compliance

Use Corporation Tax Returns and Company Tax Timeline to follow tax obligations.

Use FreeAgent data in your AI and BI tools

Once FreeAgent data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools or any BI tool that connects to BigQuery. Here's how the most common destinations work with FreeAgent data.

Claude

Use Kaivo's MCP server to give Claude secure, workspace-scoped access to your data. Setup guide →

Power BI

Microsoft's BI tool with a native BigQuery connector. Supports direct query and scheduled refresh. Setup guide →

Data Studio

Free Google BI tool with native BigQuery support. One-click connection to your Kaivo warehouse; great for SMB teams on Google Workspace. Setup guide →

Tableau

The premium analytics standard, with native BigQuery integration. Setup guide →

Google Sheets

Use Connected Sheets to query BigQuery directly from a spreadsheet, with no SQL. Setup guide →

Excel

Connect via Power Query's BigQuery connector. Setup guide →

Metabase

Open-source BI tool with strong BigQuery support. Setup guide →

See our pricing page for FreeAgent connector pricing and plan details.

Chargebee: Sync Chargebee to BigQuery.
ChartMogul: Sync ChartMogul to BigQuery.
Fennoa: Sync Fennoa to BigQuery.
Fortnox: Sync Fortnox to BigQuery.
FreshBooks: Sync FreshBooks to BigQuery.
PayPal Enterprise Payments: Sync PayPal Enterprise Payments to BigQuery.

Was this helpful?

Still need help? Share an idea