Automate Harvest-FreeAgent Invoices -- 2
Description
Budget: $30 - $250
Every month, after I send out my Harvest invoices, I want the exact same invoices to appear in FreeAgent without me lifting a finger. The flow is simple:
• I raise and email invoices in Harvest. • On the last day of the month (ideally overnight) those invoices—no more than twenty—are copied into FreeAgent with identical line items, dates, amounts, and client references. I am flexible about the data it can also just be amount and client name. • I will continue to add clients to both systems manually; no other data (projects, expenses, etc.) needs to sync.
Because the volume is small, the solution must stay inside the free-tier limits of a pre-built integration platform. I am flexible on the tool—Zapier, Make.com, or any similar service—as long as it meets three conditions:
- Runs on a monthly schedule.
- Consumes zero or minimal credits so the free quota covers up to twenty invoices.
- Requires no ongoing paid subscription once delivered.
What I expect from you: • Set up and document the workflow, including authentication for both APIs. • Map all relevant invoice fields so the copy in FreeAgent is indistinguishable from the Harvest original. • Provide a quick walkthrough (written or short video) so I can maintain or tweak the scenario myself.
If we can run a successful test at month-end, the job is done.
Skills
Want AI to find more roles like this?
Upload your CV once. Get matched to relevant assignments automatically.