Automate admin and save precious time

Fix mistakes quickly and easily with our simple ‘Find and Fix’ tool.

• Edit up to 100 items at once, across bank transaction explanations, out-of-pocket expenses or bills.
• Quickly change the accounting category, VAT rate, and description - with no repetitive clicking.
• Avoid costly mistakes. Catch errors early and reduce the risk of overpayments, underpayments, and unexpected HMRC headaches.

Use ‘Management Reports’ to collate and customise key reports to add value for your clients.

• See and analyse your clients’ data clearly in a way that suits you. 
• Choose to filter your view by category, including executive summary for at-a-glance information. 
• Show data yearly, quarterly or monthly to help you spot trends and make decisions.

Run bulk payroll and submit RTI directly to HMRC

• Option to exclude certain clients from each month’s payroll submission.
• Clients can add as many employees as they need - giving room for businesses to grow.
• Generate and manage payslips and P60s that you can easily print or share.

Reconsent bank feeds with compatible banks at the click of a button.

• Bank feeds available for all major UK banks. 
• Encrypted bank feeds keep data secure.
• Clients can connect their bank account to FreeAgent via an Open Banking bank feed or a third-party API integration.