CompanyRemote

Automate Harvest-FreeAgent Invoices -- 2

Deadline: 2026-04-07
Project-Based

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:

  1. Runs on a monthly schedule.
  2. Consumes zero or minimal credits so the free quota covers up to twenty invoices.
  3. 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

ExcelZapierJavaScriptPHPMake.comAPI IntegrationAutomationSoftware Architecture

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