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Smart Capture with FreeAgent

In February we held another FreeAgent training webinar for our clients, this time on the extremely useful new Smart Capture feature. 

Smart Capture is a new and improved version of their Auto Extract feature which automatically extracts the date and amount from your receipts. 

Using Smart Capture, you can now:

  • upload files via the desktop version of FreeAgent as well as via the mobile app
  • upload PDF files as well as photos
  • upload files individually or in bulk

Once the data is extracted, the receipt will be automatically matched to a bank transaction or converted to an expense where the date and amount will be populated. Smart Capture will now also suggest a category for the expense.

For more information and to watch a recording of the training you can go to the FreeAgent page on our website.


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