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DuckyHelper in Freeagent

DuckyHelper sees Freeagent on your screen and, in early access, works in it with its own cursor to create invoices and estimates, track expenses and timeslips, manage contacts and projects, and pull P&L and balance sheet reports. It's built to ask before it sends or pays, and explains or draws on Freeagent when you want to learn it.

Try asking
  • “List the estimates and send an estimate email”
  • “Create an invoice in Freeagent”
  • “Show me how to create an estimate”

Press fn (Ctrl+Shift+Space on Windows and Linux) and ask out loud. Doing the work for you is early access on Mac.

Estimates in FreeagentDone in 7sExample
List the estimates and send an estimate email
  1. Listed the estimates in Freeagent
  2. Created an estimate
  3. Send an estimate email

It's ready in Freeagent. Nothing goes out until you press Send.

Freeagent
FreeagentNew emailNeeds your OK
ToDana Lee (example)
Hi Dana, here is the update you asked for. Tell me if anything is missing.

Drawn from Freeagent's own actions · early access on Mac

WHAT TO ASK

Things you can ask it to do in Freeagent

Each one is something Freeagent itself lets you do, said the way you'd ask. Questions about your screen work today; having it do the job is early access on Mac.

Ask about it

Works today

It sees your screen, answers out loud and draws on it.

  • “Explain this estimate to me”
  • “Where do I find the invoices in Freeagent?”
  • “Show me how to create an estimate”
  • “What does this button do?”
  • “Walk me through this screen”

Read and find

Early access

It opens Freeagent and looks things up for you.

  • List the estimates
  • List all recurring invoices
  • List all expenses
  • List the contacts
  • List the projects
  • List all timeslips
  • List the notes
  • List all stock items
Show all 38
  • List the credit notes
  • List the final accounts reports
  • List all price list items
  • Look up the opening balances
  • List the categories
  • List all tasks
  • List the bills
  • List the business categories
  • List the bank transactions
  • List all CIS bands
  • List the bank feeds
  • List the VAT returns
  • Look up a balance sheet
  • List the hire purchases
  • List the accounting transactions
  • List the credit note reconciliations
  • List all users
  • List the bank accounts
  • Look up a default estimates additional text
  • Look up the P&L summary
  • Look up an invoice timeline
  • Look up a trial balance summary
  • Look up the company details
  • Look up a default additional text
  • List all sales tax periods
  • Look up a personal profile
  • List all properties
  • List the EC MOSS sales tax rates
  • Look up the mileage settings
  • Show a tax timeline

Write and send

Early access

It's built to ask before anything is sent or paid.

  • Create an invoice
  • Create an estimate
  • Create a contact
  • Create a project
  • Create a timeslip
  • Create an invoice item
  • Create an estimate item
  • Copy an invoice
Show all 32
  • Copy an estimate
  • Update an expense
  • Create a note
  • Create a credit note
  • Create a task under project
  • Create a price list item
  • Convert an estimate to an invoice
  • Send an estimate email
  • Create a category
  • Update an invoices default additional text
  • Update a note
  • Update an estimates default additional text
  • Convert an invoice to a credit note
  • Create a journal set
  • Update a price list item
  • Create a bill with an attachment
  • Create a credit note reconciliation
  • Create a user
  • Create a bank account
  • Update a journal set
  • Update a bank transaction explanation
  • Upload a bank statement
  • Update a personal profile
  • Create a sales tax period

Manage

Early access

It tidies up and changes things in Freeagent.

  • Delete a note
  • Delete an estimates default additional text
  • Delete a bank transaction explanation
BUILT TO ASK FIRST

It's built to wait for your OK in Freeagent.

When a job ends in “Send an estimate email”, it does the work, and is built to stop with it ready. You see exactly what it wrote and where it goes, then Send, Edit or Deny.

It works in Freeagent signed in as you. If it hits a sign-in, you sign in yourself: it's built not to type your passwords or card numbers.

FreeagentNew emailNeeds your OK
ToDana Lee (example)
Hi Dana, here is the update you asked for. Tell me if anything is missing.

Example draft · early access on Mac

Guide

Use two Freeagent accounts with DuckyHelper and tell it which window to work in.

Read the guide

Why Use DuckyHelper?

Works in Freeagent like you do

  • Early access: it sees Freeagent on your screen and works in it with its own cursor, while you keep using yours
  • Nothing to set up: it works in Freeagent signed in as you
  • Finishes multi-step jobs across Freeagent and your other apps

Built to ask before it sends or pays

  • Built to ask first before it sends a message or pays for anything
  • Built not to type your passwords or card numbers for you
  • It listens and looks only while the pill is open

Shows you, not just tells you

  • Explains Freeagent out loud and draws right on your screen
  • Works it out with you on a blackboard when you want to learn it

Always there, in every app

  • Press one key in any app and ask out loud: fn on a Mac, Ctrl+Shift+Space on Windows and Linux
  • Runs jobs on a schedule (early access)
  • For Mac, Windows and Linux

Want it in every app you use?

One account works in every app on your computer. Try it for 10 minutes, no card, then pick a plan.

SEE PRICING
FAQ

Frequently asked questions

On your screen, the way a person at your computer would. Press fn (Ctrl+Shift+Space on Windows and Linux) and ask about what you see in Freeagent: it answers out loud and can draw on Freeagent to show you where things are. In early access on Mac it also works in Freeagent with its own cursor, signed in as you, while you keep using yours.

For example: “List the estimates and send an estimate email” and “Create an invoice in Freeagent”. Or ask about what you see: “Show me how to create an estimate”. Doing the work for you is in early access on Mac.

No. Open Freeagent and sign in yourself, the way you always do. DuckyHelper works in the window you have open, signed in as you. It's built not to type your passwords or card numbers for you.

It's built to ask first before it sends a message or pays for anything, and to wait for your yes. It may not recognize every send or payment, so keep an eye on tasks that involve messages or money.

In Freeagent, a job that ends in “Send an estimate email” is built to stop there for your OK: Send, Edit or Deny.

Yes. Press one key and ask out loud. It answers out loud while you keep working, draws on your screen to show you where things are, or works it out with you on a blackboard.

Yes. DuckyHelper works in any app on your computer, so one job can move between Freeagent and the other apps and pages you use.

Doing the work for you is new and in early access on Mac. Asking out loud, drawing on your screen and the blackboard work today on Mac, Windows and Linux.

No. It listens and looks only while the pill is open. When the pill is closed, nothing is heard or seen.

No, there is no charge per app. Try DuckyHelper for 10 minutes with no card. Plus is $20 a month, $14 a month for your first 3 months. See pricing.

Mac (Apple silicon, macOS 14 or later), Windows and Linux. Download DuckyHelper.

No. DuckyHelper is made by MingLLM, Inc. and is not affiliated with or endorsed by Freeagent. It works in Freeagent the same way you do, on your screen.

Try it in Freeagent.Press one key and ask.

It sees Freeagent, explains it out loud and does the work with you.Try it for 10 minutes, no card.

Download DuckyHelper
Questions and jobs

Do anything

Ask it a question or hand it a job, in any app.

Doing jobs for you is in early access on Mac. Asking works on Mac, Windows and Linux.