Connecting FreeAgent to Capium allows accountants to generate financial statements for sole traders, partnerships, LLPs and limited companies. These can then be submitted to Companies House and HMRC via Capium.

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Benefits of integrating Capium

It’s quick and easy to import a trial balance from FreeAgent into Capium to produce your management or year-end accounts and submit them to Companies House and HMRC.

Capium’s management and statutory accounts can be produced for sole traders, partnerships, LLPs and limited companies. For limited companies, Capium can produce micro-entity accounts (FRS105) and small company accounts (FRS 102 or FRS102 1A).

How Capium works with FreeAgent

Users have the ability to map their FreeAgent chart of account codes to the Capium chart of account codes to automatically populate most nominal codes when producing the annual accounts. This functionality is entity specific, giving users the ability to map the custom codes from each entity.

All the mapped chart of account codes are remembered to simplify future imports. This not only reduces errors, but also helps in aligning the current year and the previous year's figures when producing statutory accounts.

How do I get started with Capium?

You can connect FreeAgent to Capium and prepare to file a client’s year-end accounts by following these steps: 

  1. Log in to Capium and navigate to the ‘Accounts Production’ module.  
  2. Select a client from the dashboard.
  3. Navigate to ‘Tasks’ on the left-hand side menu and select ‘Trial Balance’.
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