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FreeAgent

FreeAgent is a cloud accounting platform often used by smaller businesses, contractors, consultants and service-based companies. We support FreeAgent bookkeeping, VAT, bank feeds, expense records and reporting where it fits the client’s setup and business needs.

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✓FreeAgent SupportBookkeeping, VAT, bank feeds, expenses and reporting support.

Why this platform

FreeAgent can work well for smaller businesses that want a straightforward cloud accounting system for invoices, expenses, bank feeds, VAT and basic reporting.

We support FreeAgent where it is the right fit for the client. The key is making sure the bookkeeping process, VAT setup, bank reconciliations, expense records and reports are reviewed properly, rather than relying on the software to do everything automatically.

How we help

FreeAgent Bookkeeping Support
Support for businesses using FreeAgent for day-to-day bookkeeping and records.

Bank Feed Review
Bank feeds reviewed and reconciled so transactions are recorded clearly.

VAT & MTD Support
VAT settings, VAT codes and MTD submissions supported where authorised.

Expense Records
Expenses, receipts and supporting documents reviewed as part of the bookkeeping process.

Reporting Support
Profit and loss, balance sheet and tax-related reports reviewed where required.

Cleanup & Review
Support where FreeAgent records have become messy, incomplete or difficult to rely on.
What we do

FreeAgent services we provide

Setup Review

Review of FreeAgent settings, users, VAT setup, bank feeds and basic reporting structure.

Ongoing Bookkeeping

Regular bookkeeping, reconciliations, query review and month-end support using FreeAgent.

VAT Return Support

VAT return preparation, VAT code review and MTD support where authorised.

Expense Review

Review of expenses, receipts, supplier costs and supporting records.

Cleanup Support

Review and tidy-up support where FreeAgent records have become unreliable or incomplete.

Year-End Support Pack

Cleaner records and reports prepared for accountant handover where required.

Connected apps

FreeAgent workflows and connected processes

FreeAgent works best when the surrounding bookkeeping routine is clear. We help review how invoices, expenses, receipts, bank feeds, VAT and reports are managed so the records are easier to keep up to date.

Bank FeedsBank transactions reviewed and reconciled regularly.
Expense CaptureReceipts and expense records reviewed so costs are properly supported.
VAT RecordsVAT coding and return records reviewed before filing where required.
Invoice ReviewSales invoices and customer balances checked as part of the bookkeeping process.
Reporting ExportsReports prepared or exported for management review or accountant handover.
Process ReviewWorkflow reviewed to make sure FreeAgent still fits the business as it grows.
Other AppsConnected app workflows reviewed based on the client’s setup and needs.
Accountant HandoverReports and bookkeeping records prepared for year-end support.
We only recommend apps where they fit the client’s workflow, reporting needs and budget.

Proof

Case study

FreeAgent bookkeeping and VAT records brought into a cleaner routine.

A small service-based business was using FreeAgent, but the bookkeeping process had become inconsistent. Bank transactions, expenses, receipts and VAT records were not being reviewed regularly, which made it harder to rely on the figures.

We reviewed the FreeAgent setup, checked the bank feeds, tidied expense records, raised queries on missing information and supported a clearer VAT and bookkeeping routine. This helped the business move towards cleaner records and a better handover process for reporting and year-end support.

Client details withheld for confidentiality.

Cleaner FreeAgent recordsBank transactions, expenses and key records reviewed.
Better VAT visibilityVAT codes and return records checked before filing.
Improved document supportMissing receipts and unclear expenses raised as queries.
Clearer year-end handoverReports and records made easier for accountant review.

Get started

Free 30-minute call. We’ll work out whether FreeAgent suits your business, or whether Xero/QuickBooks is a better fit.

Request a Discovery Call

Typically replies inside 1 working hour

Questions

It’s free if you bank with NatWest, RBS, Ulster Bank or Mettle. Otherwise around £19/month for the cheapest plan. The NatWest deal is genuinely free — no catch.

Usually around £250k turnover, when you start needing inventory, advanced reporting, deeper integrations or more than 1–2 users.

Yes — it has CIS support for contractors and subcontractors. Less sophisticated than Xero but works.

FreeAgent populates your Self Assessment with the figures from your limited company accounts. The director still has to file it but the data is already there.

Yes — fully MTD-compliant for VAT and Income Tax (when ITSA goes live).