Intro

The original Fabio (meaning FreeAgent Bulk Input and Output) was born in 2015 from a need we had to input lots of similar EXPENSE and MILEAGE records into FreeAgent and the time-consuming frustration of doing it all one-by-one interactively.

In 2018, taking on board all user feedback and experience to date, Fabio2 was launched.  Fabio2 added support for the following record types: EXPENSES, CONTACTS, PROJECTS, TASKS, TIMESLIPS, BILL and INVOICES, along with the new capability to export and delete records in bulk.

Most recently, in June 2020, we added support for CREDIT NOTES and JOURNAL SETs (requested by many accountancies running payrolls outside FreeAgent), along with a major new Pay-As-You-Go (PAYG) licencing model. You can buy a bundle of “transaction credits”, to use as and when you need.  There’s also a sprinkle of new attributes supported, for Construction Industry Scheme support, Electric car expenses, Bill currencies, and Invoice income categories.

Fabio works by reading your accounting records, defined in a simple CSV (Comma Separated Values) file, and pushing them into your FreeAgent account through FreeAgent’s trusted and encrypted application interface.

Fabio’s CSV input file can be prepared by hand in a text editor or spreadsheet program such as Microsoft Excel or OpenOffice Calc. You may also be able to “massage” a file export from another accounting program into Fabio’s input file format for upload to FreeAgent – Fabio has been designed to help you do that.

Example Fabio datafiles for download and User Guide (with all the record formats and attributes supported) can be found in the Docs section.

Getting Started

  1. Launch Fabio from this site’s homepage.
  2. Register your new account.
  3. Trial Fabio (perhaps using example datafiles provided in Docs)
  4. Order your transaction credits here 
  5. Apply your Licence Key, which you’ll receive automatically by email when the order is processed, using the “Apply Key” button (from the top-right menu, when logged into Fabio).
  6. That’s it!