Welcome to FreeAgent! We’re glad to have you on board

You’re joining around 100,000 small business owners and freelancers who use FreeAgent to manage their business finances.

Before you get going

Did you enter your accounting details correctly when you set up your FreeAgent account? Watch one of our helpful videos on setting up your account:

A flying start

Select from the choices below to learn how to get started with some FreeAgent basics.

Webinar recording

Getting started with FreeAgent

Want to see FreeAgent in action? Join our support accountants for a guided tour in this recorded webinar. You’ll learn about FreeAgent’s key features, including invoicing, expenses, banking and VAT filing.

Watch the recording

Four key features to get you up and running

Connect your bank account to FreeAgent

Get a daily delivery of your bank transactions

  • Import transactions into FreeAgent daily to keep your accounts up to date
  • Save time with automatic bank transaction explanations
Connect your bank account

Create your first invoice

Choose one of our beautifully designed invoice templates and impress your clients.

  • Set up recurring invoices to send automatically
  • Make late payers a thing of the past with automated invoice reminders
Create an invoice

Useful Knowledge Base articles

Keep track of your expenses

Hassle-free expense tracking, wherever you are

  • Record expenses on the go with our mobile app
  • Upload expenses and mileage in bulk
Track your expenses

Manage your first project

Keep tabs on your income, expense and profitability for each job

  • See which projects are making or losing you money
  • Convert your estimates into projects with ease
Manage a project

We’re here to help

As you get to know FreeAgent, here are some options for when you have a question.

Help from inside FreeAgent

Just click the ‘Help’ button and Ruby the robot will either suggest some answers from our Knowledge Base or pass you onto our support team.

Get help now

The Knowledge Base

An encyclopedia of all things FreeAgent, available 24/7.

Check out the Knowledge Base

Book a call

Need more help? Book a 20-minute call with our award-winning support team.

Book a call