FreeAgent is an award winning cloud-based accounting software in that small micro businesses in the UK, mainly people that sell services. So we’re talking about it contractors, freelancers, dog walkers, plumbers, we’re also releasing functionality to help UK landlords manager property businesses as well.

FreeAgent is a piece of software that saves the end user time and in turn, it saves their accountants time. FreeAgent is specifically designed for small businesses, or micro entities if you’d like to, we’re talking about businesses between 1 to 10 employees, and that allows the small businesses to work seamlessly with their accountants on all aspects of bookkeeping and accounting and their tax filing as well.

The main challenge accountants are facing and one word is time, they’re already busy doing the day to day aspects of being an accountant, collecting data correcting mistakes. Accountants also faced the greater challenge of communicating making test digital with their clients, moving them onto software, and implementing that software efficiently in their practice. That’s something FreeAgent can definitely support them with. We help small business owners nail their daily admin with our invoicing, time tracking and expense capture functionality. Be better at business with a unique business insights. We also help them relax about tax with a unique tax timeline, ensuring they don’t miss a deadline.

The mobile app is packed full of powerful features. But it’s really easy to use, helps our customers keep on top of their admin wherever they are, so they can create out of pocket expenses or create invoices for the customers or even explain their bank transactions or from their mobile phone.

The Freedom practice dashboard is a centralized platform for accountants to log on, and access all their FreeAgent clients from one place, they can create accounts, they can run reports, and they can access the personalized practice portal to access a whole heap of content and educational material for them and their clients.

FreeAgent was founded by micro business owners, and they built it and developed it for micro businesses as well. Our focus on micro businesses allows us to concentrate on building features that those very small businesses need.

Because we’ve got such a focus on the small businesses. We believe that we build the features and tools that they need, such as invoicing, expense capturing time tracking, and project management. Our accounting partners tell us that 75% of their time is spent chasing client data, correcting client mistakes or simple data entry. And although we will not take away all that work, we will certainly reduce the time are currently spent doing mundane tasks. Our partners are passionate about helping their clients grow, giving quality advice, and perhaps growing their own businesses. That’s the passion we want to reignite.

Our mobile app has won awards for its ease of use. And it’s designed for even the less tech savvy users. We found that when customers use the mobile app, they’re far more likely to keep on top of their books. FreeAgent is packed full of powerful accounting features. But the beauty of it is that it’s easy to use.

We know that accountants and bookkeepers spend a lot of time chasing their clients for data. What’s better to use the easy functionality to be able to get data quicker, easier, and while their clients are on the go?

FreeAgent is an award winning cloud-based accounting software designed for micro businesses in the UK and their accountants and bookkeepers. We’re now going to take a look at some of the key features of FreeAgent that will help you and your clients. The FreeAgent Bank Feed feature saves you time collecting data from your client, meaning you can work more efficiently, reliable, robust and accurate. The bank feed feature uses open banking technology to retrieve transactional information and post it to your clients FreeAgent account every 24 hours. To enable a bank feed click on the bank account you wish to link. Select enable bank feed, then the appropriate bank, then click connect to my bank. Once your client has entered their details, the bank transactions will automatically appear in the FreeAgent’s account. The transactions are color coded green means they’ve been explained by your client. Orange means they’ve been explained by our artificial intelligence feature Gaisce. Gaisce has a 97% accuracy rate selecting the correct nominal code. To explain a transaction click on the red transaction. Select the appropriate category from the drop down menu and simply tap explained transaction. And that’s all your double entry bookkeeping taken care of. The award winning FreeAgent mobile app allows your clients to create digital business records on the go. One of the apps key features is capture for later. An easy to use receipt capture feature that even your least tech savvy clients will be able to use. All your client needs to do is tap the green plus button, then capture for later, the smartphones camera will launch and snap a picture of the receipt automatically. Your client can then rename the receipt and hit save. Character Recognition functionality will scan the picture of the receipt and auto populate the date and the amount. The picture is then saved to the final section of FreeAgent automatically paired with the corresponding bank transaction or converted into an expense. This allows you to view and download a copy of the original receipt, saving you time reducing data entry and cutting the time spent chasing clients for receipts. Visit freeagent.com/accountants for a free trial.

We offer all our accountants and bookkeepers MTD consultations, we can provide educational material for the practice and your clients advice on pricing strategies and also tailored training for both you and your clients.

We provide first class support to our accountant partners and their clients in a number of different ways. First of all, we’ve got a dedicated support team. On top of that we also have a website that’s absolutely packed full of online resources. And for our accounting partners, we have a practice portal, where they can get information on how to get their clients set up, and how to make the most of FreeAgent for their businesses ramp.

Onboarding with FreeAgent is bespoke to you. You’ll begin with a discussion with one of our team about your practice, your plans and your strategy moving forward. We will offer tailored support getting you up to speed with the basics. We have a team of dedicated implementation managers who will help you with the migration of client data onto FreeAgent and your ongoing training and development using the software. The FreeAgent pricing is really simple to understand. There is no need to buy multiple licenses that you won’t use. There’s no add ons, and there’s no bolt ons. We offer our accountants and bookkeepers, the discount in pricing and there are no long term contracts. FreeAgent is part of the NatWest Banking Group, which means all business account owners for NatWest, Royal Bank of Scotland, Ulster, and Metal, get a full FreeAgent account completely free of charge. FreeAgent is award winning cloud accounting software for small businesses and that accountants and bookkeepers. It’s easy to use and intuitive even for your less tech savvy clients.

One of the key challenges facing the industry at the moment is how they get those clients who aren’t already using a digital record keeping solution onto software. FreeAgent can help accountants migrate their clients onto software. By providing features that are easy to use, and very client friendly.

We can help you and your clients navigate making tax digital, increasing efficiencies in your business and giving you the tools and resources you need to support your clients.