FreeAgent

We use FreeAgent on a daily basis for our practice and for our clients. It offers live cloud accounting solutions, that produces statutory accounts and HMRC tax returns for limited companies and for sole traders. It links with various bank accounts and imports bank transactions on a daily basis, that then can be easily categorised by FreeAgent. For an accountant it gives nice reminders and warnings if the client data is not up to scratch. Great incentive to use it is a free subscription for Mettle customers.

• Client satisfaction of micro clients has very much improved by providing them with a great and free to use with Mettle account solution
• Saves lots of time by auto categorising transactions, compared with e.g. Excel spreadsheets
• Improves quality of data but showing warnings when e.g. clients don't reconcile the bank or don't login to their software

QuickBooks Online Advanced, Xero, Wave Accounting, Kashflow and Sage Accounting

Xero, QuickBooks Online Advanced, Sage Accounting, Wave Accounting

I use FreeAgent on a daily basis, reconciling the bank accounts of our clients and keeping the books up to date. It helps me ensuring that I have up to date information about my clients and I don't need to worry about making backups of the data. It helps me also that I can do this work from anywhere in the world, especially when I travel for longer period of time, or when I need to work from home.

• Considering it is a free software the ROI goes to infinity!
• It gave us a good control over our clients.
• It reduced the time to prepare the final accounts.

Xero, QuickBooks Online Advanced, FreshBooks, Kashflow and Wave Accounting

Xero, QuickBooks Online Advanced, FreshBooks, Wave Accounting

We use FreeAgent for creating estimate and invoicing clients as well as managing staff expenses. We also use it for payroll and giving staff access to their pay records.

Staff are able to upload receipts and check on the progress of their payments.

Being able to categorise payments to projects is very useful.

• It has made managing leads much easier by being able to track progress
• Managing contacts is tricky when searching as results only show company name and not the contact name

Xero

Xero, monday.com, CharlieHR, Microsoft Teams

• Has freed up a lot of time based on my previous system of managing my invoicing and accounts through Word and Excel
• I have an accurate day to day handle on the financial position of my business so I can manage my cashflow better
• The inbuilt time recording against projects has saved time in creating the invoices but also tracks my profitability on the work I do

Xero, QuickBooks Online and Kashflow

Insightly, Trello, Zenkit

• Efficiency.
• Control of VAT limits to keep under regulation for a small business.