The FreeAgent Blog

Credit card bank feeds are live

Posted on 17 October 2018 by Roan Lavery - Jump to comments

Credit card bank feeds are live

We’re excited to announce the launch of credit card bank feeds today, saving you even more time getting your accounts in order.

Powered by Yodlee, hundreds of new credit card feeds are now available, including all the major providers such as American Express, Barclaycard, Halifax and many more.

You enable credit card feeds just like any other bank feed. Select the Enable Bank Feed button when viewing your credit card account in FreeAgent and go through the setup process to enable the feed. Once in place, the feed will automatically import your credit card transactions into FreeAgent each day.

You can find more details about enabling bank feeds over on our Knowledge Base.

Until next time,

Roan and the team at FreeAgent

The redesign is live!

Posted on 26 September 2018 by Roan Lavery - Jump to comments

A preview of the new FreeAgent design!

A couple of weeks ago we announced that a user interface redesign was coming soon to FreeAgent. The day has now arrived and if you log in to your account, you’ll see the shiny new header and footer.

As we mentioned a couple of weeks ago, the aim of this redesign wasn’t to radically change the way FreeAgent works - it was more about streamlining and polishing two key parts of the interface: the header and footer.

From the top

The header and navigation area have been trimmed down. The navigation organisation is the same, but it now works better across different devices and screen sizes, and its accessibility has been improved to help people using assistive technology.

The new FreeAgent design!

New footer and Help widget

The footer has also slimmed down and we’ve introduced a new Help widget. Powered by Ruby the Robot, the Help widget can access the entire FreeAgent Knowledge Base in an instant. Just ask it any question and Ruby will try to bring back the answers you seek.

Introducing Ruby the Robot!

What’s next?

What you see today is only the first major step in an ongoing programme of changes to the FreeAgent UI. We’re taking the approach of releasing this in small increments to minimise disruption and launch changes quickly, so stay tuned for more details on what’s coming next. We’ll be blogging openly and recruiting beta testers for early access to more changes.

I just wanted to say a huge thanks to everyone who has taken part in the beta testing so far. Your feedback and help has been invaluable in helping us refine the new UI.

Until next time

Roan and the team at FreeAgent

Coming soon: a new FreeAgent design

Posted on 14 September 2018 by Roan Lavery - Jump to comments

A preview of the new FreeAgent design!

Over the past couple of months we’ve been running a beta test with over 300 FreeAgent customers, trying out a redesigned user interface and iterating based on their feedback. We’re now getting ready to launch the redesign to all of our customers, so here’s the lowdown.

We know product redesigns can be a big deal (and not always in a good way) so we wanted to tell you exactly what’s changing and when.

Why have you done this?

It’s been over six years since we last launched a major update to the FreeAgent UI, so it’s been a while coming. Beyond just keeping up with the cutting edge of internet fashion, we have a few important goals for this work, including streamlining page layout and performance, better consistency across mobile and desktop and improving accessibility.

You can read more about the rationale and process behind the changes in this post on our Medium account, as well as this follow-up article about the findings from that beta test.

What’s changing?

Nothing will change in terms of workflows or even organisation within the app, but the main header area and footer have been streamlined and rebuilt from the ground up.

The bright and bold new header is built to be responsive across devices and the reduced height brings a focus to key content. We've bumped up the size of the header icons and have taken the opportunity to redraw them to add our own dash of personality.

A preview of the new FreeAgent design!

The navigation is structured the same as before but has been rebuilt with a key focus on accessibility concerns from the very start.

The footer has been reimagined to deliver a streamlined slim footer that matches the updated header. Key links to terms and our Knowledge Base remain, and we've found space for a brand new support feature.

Easier access to support

As part of this redesign we’re also introducing a new support feature - Ruby the Robot! Clicking on the new blue ‘Help’ button at the bottom of your FreeAgent account will pop up a window that lets you ask Ruby questions and get immediate answers from our vast Knowledge Base of help articles.

When will it go live?

We’re now almost ready to launch the new design, and you should see this arrive in your account on Wednesday 26th September. We’ll send out an email on the day, just in case you haven’t stuck a Post-it® on the fridge!

Until next time,

Roan and the team at FreeAgent

New spending report and Insight

Posted on 27 August 2018 by Roan Lavery - Jump to comments

Expense receipts disappearing into a black hole in space

If you’ve ever stared forlornly at a bank statement, desperately trying to recall how you managed to spend £200 at Nando’s, then you’ll appreciate the value in having a clear understanding of your outgoings.

Well, today we’re launching a double helping of features to help you get a better understanding of where your cash is going.

First up is the new spending Insight which will show your top five spending categories from the last six months, taken from your categorised bills, expenses and bank transactions. Like the other Insights we’ve launched recently, you’ll see this every six months, so you’ll always be on top of your outgoings.

Expense Insight

If this isn’t enough detail for you, or you’re just a glutton for punishment, then you can also drill down into our new spending report.

Expense report

This lets you dig deeper into the data, seeing trends over time and allowing you to compare spending month-on-month or year-on-year.

A quick favour?

We’ve got plans to introduce more Insights soon, and we’d like these to be as relevant and informative as possible for your business - benchmarking how it compares with other businesses in your industry for example.

In order to help make these Insights as useful as possible we’d like to know how you categorise your business. So whether you’re a crack copywriter or dog walking wizard let us know by updating the details in your Settings > Company Details page, so we can serve up more relevant insights in the future.

Until next time,

Roan and the team at FreeAgent

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