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BUSINESS PARTNERS

FreeAgent

FreeAgent is award-winning UK-based online accounting software designed specifically for freelancers, small business owners and their accountants and bookkeepers.

Used by over 150,000 customers, FreeAgent’s powerful end-to-end accounting solution simplifies the admin associated with your smaller clients while offering robust features and proactive alerts for your practice.

 

Easy for clients to use, with hassle-free expense tracking, invoicing, bank feeds and bulk reconciliation, FreeAgent allows you to access all the functionality you and your clients need, including MTD-compliant VAT filing, Self Assessment, Final Accounts, Corporation Tax and much more.

 

Our award-winning mobile app gives clients the freedom to create invoices and record expenses on the go, and the Smart Capture feature extracts key data from receipts automatically.

 

In addition, FreeAgent provides free training to help you and your clients get the most out of the software, premium help from our dedicated practice support team, and advice to help you grow your practice.

 

Features and benefits:

  • Free accounting software for clients with NatWest, Royal Bank of Scotland, Ulster Bank or Mettle bank accounts*
  • Easy-to-use mobile app for clients who need to update their numbers on the go
  • Dedicated accountant dashboard to see client details at a glance
  • Flexible user permissions to give each client the right level of control
  • Unlimited bank feeds that import transactions automatically
  • AI-powered ‘Guess’ feature that suggests bank transaction explanations with 93% accuracy
  • Real-time automatic alerts to flag issues and deadlines
  • Unique ‘practice insights’ feature to identify trends
  • Run monthly payroll in bulk and submit RTI directly to HMRC in two clicks
  • File MTD-compliant VAT returns and Self Assessment tax returns directly to HMRC
  • Dedicated account management
  • Free training and migration support
  • Free MTD support including consultations, webinars, guides and client email templates

 

* For as long as they retain a NatWest, Royal Bank of Scotland or Ulster Bank business current account, or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.

 

Find out more about how FreeAgent can help you work with your freelancer and small business clients.