FreeAgent
About this App
FreeAgent is award-winning cloud accounting software for accountants, bookkeepers and their small business clients. With over 150,000 customers and unrivalled support, FreeAgent simplifies client admin and gives you the features and insights you need for your practice to thrive.
Easy for clients to use, with hassle-free expense tracking, invoicing, and bank feeds, FreeAgent allows you to access all the functionality you and your clients need, including MTD-compliant VAT filing, Self Assessment, Corporation Tax, Final Accounts and much more. Our award-winning iOS and Android mobile app gives clients the freedom to create invoices and record expenses on the go.
Features and benefits:
● Free accounting software for your NatWest, Royal Bank of Scotland, Ulster Bank and Mettle clients*
● Easy-to-use mobile app for clients who need to update their numbers on the go
● Flexible Practice Dashboard to see client details at a glance
● Flexible user permissions to give each user the right level of control
● Automatic unlimited bank feeds and transactions
● AI-powered 'Guess' feature that suggests bank transaction explanations with 93% accuracy
● Run monthly payroll in bulk and submit RTI directly to HMRC in two clicks
● Real-time automatic alerts to flag issues and deadlines
● File MTD-compliant VAT returns directly to HMRC
● Dedicated account management
● Free training and migration support
● Free MTD support including consultations, webinars, guides and client email templates
● Identify trends with unique ‘practice insights’ feature
* For as long as they retain their account. Optional add-ons may be chargeable.
Cost (from)
£0/month
Free Practice Subscription
Trial
30 day free trial, fully functional, no credit/debit card required
Partner Program
Support Channels
- Email
- Live Chat
- Online Help
- Phone
- Web Form
Mobile Platforms
- Android
- iOS
Accounting Platforms
Integrations
Accountancy Manager
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Dext
Show 40 more...
Geographies Served
United Kingdom
USA
App features per category
Expense Management
Categorise expenses
Employee expenses
Expense capture
Mileage
Time Tracking
Accounting
Expense tracking
Invoicing
Approvals and alerts
Client portal
Employee onboarding
Projects
Estimates
Start and due dates
Tasks
Time estimates
Tracking
Reports
Time tracking
Billable / Non-billable
Mobile time tracking
Resources by FreeAgent
- Blog
Keep calm during Self Assessment season
Self Assessment season is upon us once again. While January is sure to be busy, it doesn’t mean it has to be stressful. From ensuring your clients are well prepared to looking after your own wellbeing, we’ve put together some useful tips that should help you stay cool as a cucumber all the way to 31st January.26 Nov 24 - News
Three’s a charm: Corpay, Penfold and Adsum integrations
FreeAgent has announced the addition of three new integration partners: Corpay, Penfold, and Adsum.17 Sept 24 - Blog
5 tips to find, keep and grow small business clients
Looking to elevate small business client experiences? Kirsty Mitchell, Head of Practice Marketing, collaborated with experts from Nordens and TaxAssist Accountants in a growth masterclass to share top strategies for retaining, attracting, and growing clients. Discover five essential tips from the session to help accountants and bookkeepers enhance their practices.12 Sept 24 - News
An industry first in banking
FreeAgent introduces bulk bank feed updates, streamlining client account management and enhancing efficiency for Practice Partners.30 Jul 24 - Blog
Make learning a picnic: summer tips for accountants and bookkeepers
With summer here, it's the perfect time to dive into CPD-accredited learning. From expert-led webinars to FreeAgent accreditation, numerous options can boost your professional growth. Here are a few to get you started.23 Jul 24 - Blog
Common costs of being a landlord by FreeAgent
Wondering what kind of costs you should factor in, after the up-front cost of purchasing the property? Take a look at FreeAgent's breakdown of the different types of cost you’ll encounter as a landlord.19 Jun 24 - Webinars
How to build the right tech stack to maximise practice success with FreeAgent
Wednesday 19 June 2024 at 2:00pm19 Jun 24 - News
Invoicing and taking payments just got (even) easier via the FreeAgent mobile app
Check out this bundle of mobile goodness.18 Jun 24 - Blog
FreeAgent: 5 signs that your business is ready to grow
So how do you know when it’s the right time to take things to the next level? Here are five signs that could mean you’re good to grow.18 Jun 24 - Blog
FreeAgent: 5 productivity hacks to power-up your practice
An efficient accounting or bookkeeping practice produces work that creates value and profitability.10 Jun 24 - Blog
FreeAgent: 5 easy ways to get to know your customers
To help you get to know your customers better, FreeAgent have pulled together five simple tips for success.7 Jun 24 - Blog
FreeAgent: How to deliver standout customer service that won’t break the bank
Don’t worry - you can still wow your customers with impressive service, with just a few tips from FreeAgent6 Jun 24 - Blog
FreeAgent - Research reveals payment problems: here’s how to bring them in to land
So if you’ve ever felt like you’re the only one struggling with the stress of customers paying late, or not paying at all - you’re far from alone. And FreeAgent are here to give you a few ideas on how to handle your own late payers.30 May 24 - Blog
A beginner’s guide to pricing projects by FreeAgent
With a little bit of research and some number crunching, you should be able to pick the right pricing approach and get back to delivering those projects.28 May 24 - News
FreeAgent's new Xenon Connect integration finds and fixes bookkeeping issues
FreeAgent's new integration with Xenon Connect automates bookkeeping error detection, saving time for accountants and bookkeepers.15 May 24 - News
FreeAgent's new Client Engager integration is coming
FreeAgent will integrate with Client Engager on May 27th to streamline workflows for accountants and bookkeepers.15 May 24 - News
Visit the App Advisory Theatre at Accountex London! 15th-16th May 2024
On top of exhibiting on stand 1671, we are also hosting a full programme of talks from our own App Advisory Theatre (Theatre 9) throughout the conference!30 Apr 24 - News
Self Assessment filing for 2023/24 is live in FreeAgent
Keen beans - this one's for you!29 Apr 24 - Blog
Accountex London 2024 Scavenger Hunt
Join in the fun! The App Advisory Plus Scavenger Hunt is for anyone to try - find all 12 bucks from our participating partners' stands for your chance to win!29 Apr 24 - Blog
FreeAgent: What is cashflow and why is it so important for small businesses?
Understanding your cashflow is one of the quickest ways to see how your business is performing.22 Apr 24 - Blog
How to make your practice more sustainable by FreeAgent
Ready to make your accounting or bookkeeping practice more eco-friendly? Here are four tips to help you.18 Apr 24 - Blog
3 reasons to switch up your business accounting this April by FreeAgent
Is your current accounting system not cutting it? Then it’s time to switch it up.1 Apr 24 - News
FreeAgent: What’s changing for small businesses in the 2024/25 tax year?
New tax year, new rules28 Mar 24 - Blog
FreeAgent: Why the new tax year can be the ideal time to start a business
When is a good time of year to start a new business? If you want to be clever about it, for certain types of businesses, the start of the new tax year could be the ideal time. Here’s why.22 Mar 24 - Webinars
New tax year: how to build a powerful digital toolkit with FreeAgent
Thursday 21st March 2024 | 11am21 Mar 24 - Blog
Capital Gains Tax: the hidden costs of selling property by FreeAgent
Here's a quick guide to Capital Gains Tax for property: what it is, when you need to pay it and how much you’ll have to pay.20 Mar 24 - Blog
FreeAgent: 3 tips for a stress-free payroll year end
Tick off our payroll year end checklist, then relax, knowing you’re ready for the new tax year.13 Mar 24 - News
FreeAgent Expands Banking Integration: Access Tax Calculation and Invoices Directly in App
FreeAgent partners with NatWest, Royal Bank of Scotland and Ulster Bank to offer seamless access to tax calculations and invoice details within banking apps, streamlining financial management for business owners.11 Mar 24 - Blog
New tax year: take stock of your tech stack by FreeAgent
Here are five top tips to help you take stock of your tech stack.7 Mar 24 - News
Exciting Updates to FreeAgent's Capital Asset and Depreciation Functionality
FreeAgent introduces flexible asset depreciation options, including new methods and increased frequency, enhancing users' accounting capabilities.6 Mar 24 - Webinars
FreeAgent webinar - New tax year resolutions: nailing your practice strategy
Join the FreeAgent webinar | 28th February 2024 at 2pm28 Feb 24 - News
Effortless invoicing: save time with FreeAgent's Dext Prepare integration
FreeAgent integrates with Dext Prepare for seamless invoice importing, saving time and ensuring accuracy in accounting tasks.27 Feb 24 - News
FreeAgent extends reach with new Amazon integration
Amazon sellers can access FreeAgent's upgraded integration for £6/month (+VAT) post-free trial until April 30, 2024, with streamlined admin tasks and automatic transaction handling.22 Feb 24 - News
New to FreeAgent: Self Assessment property pages
New self-assessment feature from FreeAgent20 Jan 24 - News
FreeAgent: Choose when to collect Direct Debits with slicker GoCardless payments
FreeAgent have made improvements to Direct Debit payments with GoCardless.19 Jan 24 - Blog
5 accountancy trends to watch out for in 2024 and beyond by FreeAgent
FreeAgent gives five trends coming to the accounting industry in the next few years.19 Jan 24 - Blog
FreeAgent: 5 ways to attract top talent to your accounting practice
Attracting top talent to your accounting firm can be a challenge. As an employer, it’s not just about finding the best accountants; it’s about identifying those who are the best fit for your practice.12 Jan 24 - Blog
Small business accounting calendar: key tax dates and deadlines by FreeAgent
As you get back into the swing of things in the new year, you might be wondering how to stay on top of your tax obligations throughout 2024.9 Jan 24 - Blog
HMOs 101: what landlords need to know before letting by FreeAgent
Being a landlord can often be a balancing act between earning more money and taking on more responsibilities. Free Agent answer the big questions about managing an HMO.22 Dec 23 - Blog
How to claim a refund if you overpaid on your Self Assessment tax bill by FreeAgent
FreeAgent explain how to find out if you’re due a refund for overpaid Income Tax and what steps you’ll need to take to claim it from HMRC.21 Dec 23 - Blog
Keep calm during Self Assessment season by FreeAgent
Self Assessment season is upon us once again, and while January is sure to be busy for accountants and bookkeepers, that doesn’t mean it has to be stressful.15 Dec 23 - Blog
Tech strategies for hassle-free Self Assessment filing by FreeAgent
Preparing for the Self Assessment season can be daunting, but with the right strategies and digital tools, you can make the process significantly smoother. In a recent webinar, FreeAgent’s Tony Stevenson FCA chatted with Russell Frayne FCCA (Azets), Katie Hawking (Dext), and Phil Hobden (Know-IT) to get their thoughts on how to navigate this process. Here are the key insights the panellists shared.30 Nov 23 - News
FreeAgent launches Smart Capture: a new AI automation.
FreeAgent has launched a new automation, Smart Capture, which uses AI to help accountants and their clients quickly convert a photo of a receipt to an expense with the date, amount and appropriate category automatically assigned.27 Nov 23 - News
FreeAgent: Unlock client insights with Syft integration launch
FreeAgent has launched a new integration with Syft14 Nov 23 - News
Feature update: FreeAgent's new Amazon integration is on its way
In November, FreeAgent is launching a brand new integration with Amazon that allows clients with an Amazon UK Marketplace account to connect directly to FreeAgent. It'll be free of charge until 30th April 2024, then £6/month for up to 6,000 orders per month.14 Nov 23 - Blog
FreeAgent: How bookkeepers can embrace technology to future-proof their practice
Can bookkeepers integrate technology meaningfully into their practice? And how might the role of the bookkeeper change as technology evolves?3 Nov 23 - Blog
Self Assessment: how to find the right pricing strategy by FreeAgent
How to price self assessment tax services: Six tips for pricing this essential service for your clients.3 Nov 23 - Blog
FreeAgent: How does Council Tax work for landlords?
FreeAgent answer some of the most common questions about Council Tax for landlords, so you don’t get caught out.1 Nov 23 - Blog
How to become a freelance accountant by FreeAgent
FreeAgent give you their 7 steps to becoming a freelance accountant31 Oct 23 - Blog
FreeAgent: Meet some of our fantastic LGBTQ+ community
FreeAgent asked their LGBTQ+ and ally community about their tech journeys and experience while part of their teams.19 Oct 23 - Blog
4 tips for pricing your services with confidence by FreeAgent
Ready to ensure business growth and build trust with your clients? Here are FreeAgent's top tips for implementing a pricing strategy confidently.18 Oct 23 - Blog
3 ways to get a head start on Self Assessment by FreeAgent
It’s never too early to think about Self Assessment! If you’d like to cross the finish line easily in January, you’re in the right place.29 Sept 23 - Blog
How to register a business name in the UK by FreeAgent
Congratulations, you’ve decided to start a business! Now you’re asking yourself, “how do I register my business name”? No worries, we’ve got your back with a quick guide to doing exactly that!11 Sept 23 - Blog
How FreeAgent uses AI
Take a closer look at how FreeAgent uses the latest AI technology to help accountants and their clients.17 Aug 23 - Blog
6 small business admin tasks you no longer need to do yourself by FreeAgent
Find out how small business owners can take these six admin tasks off their plate and give themselves more time for more important jobs.14 Aug 23
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