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How to connect Penfold to FreeAgent

Set up our integration to FreeAgent to automatically enrol employees and process contributions when you run payroll

Laura avatar
Written by Laura
Updated this week
  1. Sign up to Penfold, if you haven't already.

  2. When setting up your scheme for the first time, select FreeAgent as your payroll software.

  3. Once the set up is completed, click Process Contributions, then select Connect to FreeAgent. If you can't see the option to connect to FreeAgent, there might have been an issue at set up. Get in touch and we'll be happy to sort it out.

  4. Choose the Organisation to connect and click Approve.

  5. Select which payrolls to sync: future only, or include past runs.

  6. Click Process Contributions to finish.

Note: You’ll now see a Disconnect from FreeAgent button on your Employer Dashboard. If you manage multiple employers, repeat the process for each one.

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