The FreeAgent product timeline

Create bank rules to improve the speed and accuracy of your bank reconciliation

You can now create Guess rules for landlord accounts and automatically categorise transactions that require a property or user to be set, such as expenses and dividends.

You might have clients you're managing but can't see on your Practice Dashboard. Connect them in a few clicks to unlock efficiency and Partner benefits.

Download up to 100 invoice PDFs at once to keep your daily admin fast and simple.

MTD for Income Tax is going mobile. Stay compliant on the go, handling your quarterly updates wherever and whenever you choose.

You can now sync all settlements from these four marketplaces into FreeAgent with our Equali integration.

Enjoy greater control over client tax workflows from the Practice Dashboard with settings for visibility, filing permissions and approvals, across Income Tax, VAT, End of Year, CIS and the Tax Timeline.

Easily transform messy rental statements into neat, digital entries. We’ll automatically extract income and fees from agency statements, match them to your properties and assign accounting categories.

We've upgraded your Practice Dashboard by replacing the ‘Senior’ and Non-senior’ roles with four new flexible roles designed to give you more control and improve security.

You can now see the status of attachments in the Show Transactions report to save time on manual checks. Attachment details are now also included when exporting the report to a .PDF or .CSV file.

Automatically detect and flag potential tax errors, transaction errors and duplicate entries to increase accuracy, save time and avoid costly penalties.

Senior account managers on a Practice Dashboard can now unlock filed VAT returns without contacting the FreeAgent support team, helping practices make VAT corrections quickly.

Automatically prepare quarterly MTD for Income Tax updates, request client approval and submit to HMRC on schedule, so you can manage high volumes without manual chasing.

You can now filter existing accounting reports in unincorporated landlord accounts by property name.

Making MTD for Income Tax quicker to manage with bulk actions. You’ll be able to file multiple quarterly updates to HMRC, mark multiple submissions as filed and send batches of quarterly updates to clients for approval, in bulk.

Get closer to your numbers, share business results and plan for what’s next with our Fathom integration.

Find and fix transactions related to users, such as director’s loans, expenses or drawings.

When you add an attachment to a transaction, we’ll suggest likely Smart Capture matches.

Connect FreeAgent to Pleo to help manage, track, control and optimise business spending.

An easy way to protect your account and your clients’ data when a new or unrecognised login is detected.

Manage clients’ access and ability to submit Self Assessment and MTD for Income Tax, and enable approvals from the Practice Dashboard

You can now add a front cover, choose which reports to include in the Management Reports and export them to a spreadsheet.

You can now create recurring journal profiles to automatically post journals on your chosen frequency.

Invoice management just got faster. You can now perform key actions like downloading invoice pdfs and sending reminders, directly from the invoice table.

CIS contractors using FreeAgent (or an accountant supporting CIS clients) can now manage deductions, prepare CIS300 returns, and create Payment and Deduction Statements, all in one place.

You can now quickly make bookkeeping corrections in bulk using Find and Fix.

You can now prepare Management Reports to spot trends, highlight shifts and make proactive decisions.

You can now mark contacts as CIS contractors and easily create CIS bills.

You can now use FreeAgent’s Smart Capture functionality to process bills as well as receipts, to speed up your bill management and banking reconciliation.

You can now automate the pension contribution calculations in employee payroll profiles in FreeAgent.

Our Practice Partners can now easily update bank feeds for clients in one go rather than navigating to each client’s account.

You can now create and manage projects on the go using the FreeAgent mobile app.

Upload receipt files to Smart Capture in bulk with a simple drag and drop.

You can now change your business's accounting year-end date in FreeAgent.

You can now download a .PDF of each page of your Self Assessment tax return, or an SA302 form if you need a detailed breakdown of your income for a self-employed mortgage application.

Our Practice Partners can now choose which clients can activate Smart Capture Unlimited and control who pays for the add-on once activated.

A powerful, time-saving integration to support our customers who sell goods on the world's biggest online marketplace.

Snap or bulk upload receipts and we’ll capture the date and amount and suggest a cost category to speed up your expense management and banking reconciliation.

Everyone can now sign up to use the new version of FreeAgent designed specifically for unincorporated landlords.

You can now automatically send notifications to employees to let them know when their payslips are ready to be viewed in FreeAgent.

Dark mode is now live on the FreeAgent mobile app.

We’ve rolled out a new logo, font and colour palette.

Effortlessly create an invoice and estimate theme using our customisation tool, add an online payment button to your invoice emails and share payment links with your customers.

You now have a preview of the Radar Admin To-Do List and a summary of the Money In and Money Out activity on your home screen.

A brand new payslip design which includes your business logo, address and employee’s address.

We’ve released a handful of small but powerful updates to FreeAgent’s Banking area.

You can now upload a CSV file containing your opening balances to save time when setting up your account.

The Performance Benchmarking report shows your quarterly operating profit, broken down into income and costs, with a year-on-year comparison.

Auto Extract - the super-smart feature that scans your receipts and extracts the key info - can now match receipt photos to bank transactions automatically.

Our AI-powered Guess feature now provides alternative suggestions when bank transactions can be explained in multiple ways.

Customers whose primary bank account in FreeAgent is a NatWest, Royal Bank of Scotland or Ulster Bank NI business current account can now schedule payments for supplier bills with Payit™.

We’ve added four new categories to FreeAgent’s bulk transaction explanations, as well as the option to sort unexplained transactions alphabetically and explain transactions with similar descriptions.

If you have previously de-registered for VAT after falling below the VAT threshold, you can now re-register for VAT in FreeAgent.

Our near-term Cashflow forecast is now even more accurate and useful. There’s much more predicted data, and you can now edit dates to visualise scenarios and add manual events.

Limited company micro-entities can now file their Final Accounts and Corporation Tax returns through FreeAgent.

You can now set up new bank feeds using the FreeAgent mobile app.

Overdue invoice? ‘Quick Send’ invoice reminder emails are a quick and easy way to remind customers to pay.

You can now see a record of all the activity in your account in your Audit Trail report. This includes changes to bank transactions and invoices.

We’ve hit another big milestone towards fully supporting submissions of your year-end company accounts with the release of our Final Accounts report.

This new bank feed allows TransferWise customers to link their bank account directly with FreeAgent.

We've made some exciting improvements to our ‘Guess’ feature, helping you explain your transactions faster than ever before.

A raft of new features for the FreeAgent mobile app including Radar, Open Banking re-consent and more.

New customers can now sign up and set up their FreeAgent account from the Mettle Bank App for free.

A brand new, fully native version of our Android app.

Filing VAT through FreeAgent just got even easier!

You can now create stand-alone credit notes.

Project profitability is much clearer now, allowing you to see the split of income/costs per project

You can now create your own balance sheet categories for assets, liability and equity accounts.

Enjoy the benefits of more reliable and secure bank feeds via our new Open Banking feeds.

You can now set default options for automatically emailing invoices, invoice reminders and thank you notes on a per contact basis.

You can now sort the table headings for Price Lists and Stock, making it much easier to track down a specific item.

You can now exclude VAT from the estimates you send your customers, making you look even more competitive.

You're now able to create recurring invoice profiles straight from the Add New dropdown on the Contacts page.

You can now export your timesheet reports as a CSV.

Now you can search across all bank transactions, including by category.

Find out more about your spending habits.

Permanently delete your FreeAgent account from within settings.

You can now easily download all of your data, files and attachments.

Self Assessment filing for 2017/18 is now live!

You can now hide users in your FreeAgent account.

Actionable notifications of your business’s performance.

Accountants can now create custom reports on the Practice Dashboard.

You can now link your NatWest or Royal Bank of Scotland business bank account directly with FreeAgent.

All your active sessions can now be viewed and managed.

Self Assessment filing for 2016/17 is now live!

Record estimates and bills on the go with FreeAgent Mobile.

Supporting subcontractors under the Construction Industry Scheme.

Get precision billing and laser-like time management on FreeAgent Mobile.

Keep on top of your tax deadlines wherever you are.

Add another level of security to your FreeAgent account!

Upgrade your browser as support for old IE dropped like a hot potato.

Stay safe with Touch ID and fingerprint recognition on the go.

Practices can now file payroll for all clients in a single bound.

Explain multiple bank transactions in a single bound.

Explain your statements on the train, loo or hill top. What a time to be alive!

Worry not about auto-enrolment for pensions - help is now baked in!

Get that great FreeAgent feeling wherever you are with the new iPhone app.

Making it easier than ever to run your payroll, with better visibility over your figures.

Correctly account for your VAT MOSS sales. All the fun of VAT and EU legislation!

And lo, people rejoiced as invoices could contain many projects.

A new journal entry interface. 60% faster and more intuitive, every time.

Just another little time saver when sending those quotes.

Taking payments wherever you are just got easier.

View upcoming Self Assessment payments to help you budget for the future.

Leaner, meaner and sleeker than ever.

Never miss a second with the new stopwatches.

Submit tax returns directly to HMRC. Sole Traders, you are clear to file!

Your weekly dose of business motivation delivered straight to your inbox.

Now we're better than we were before. Better...stronger...faster.

Going underground, going underground...

Import your bank transactions automatically from your bank. Yeah science!

Access FreeAgent from your smartphone on the move or on the loo. The possibilities are endless.

Online invoice payments arrive, so you can get paid immediately with no fuss. Epic win.

Use GoCardless for fast, cost-effective bank transfer invoice payments with the payment portal.

Millennia in the making, it's the biggest design update we've ever done. And relax.

A new screen which includes useful data on past payment history.

Neater, tidier and better organised. A place for everything and everything in its place.

Track the cashflow of your business through the money going in and out of the bank.

With more resources than ever to help you integrate with us. Cosy.

Ideal for sending out those 400 page T&Cs.

Our biggest software architecture update to date.

The new MyBusinessWorks package featuring FreeAgent goes live in Barclays branches across the UK.

Automated feeds for your PayPal account data. Super handy.

Snap your receipts and upload to Receipt Bank. It scans the data and imports into FreeAgent.

File your VAT returns directly to HMRC in a few clicks.

Find out exactly how much you're owed with these handy statements.

Build invoices with your price lists of things you sell again and again.

Keep track of every minute, even when it doesn't get charged.

Invoices can now be created and accounted for in multiple currencies!

With support for over 15 different languages.

Win more work by creating, sending and tracking estimates.

The first big interface redesign!

It's now easier than ever to track time.

Letting practices easily assist and manage their FreeAgent clients.

Say goodbye to the shoebox by attaching receipt images to expenses.

Take instant online payments for invoices via PayPal!

Set up a simple yearly payroll.

Set and forget billing.

Now, make every second count with flexible timeslip reporting and PDF export.

This just got real!

Time to get paid as you can now actually email those invoices.

Hold onto your socks!