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Meet FreeAgent

  • Overview
  • Dashboard
  • Business insights with Radar
  • Property
  • Mobile apps
  • Customer stories
  • Security

Nail the daily admin

  • Estimates
  • Invoicing
  • Expenses
  • Projects
  • Time Tracking
  • Payroll
  • Banking
  • Cashflow

Relax about tax

  • Accounting
  • VAT
  • Self Assessment
  • End of Year filing

Connections and add-ons

  • Finding a CoPilot accountant
  • Integrations
  • Small business insurance
Pricing
  • Plans & pricing
  • Get FreeAgent for free
Accountants
  • FreeAgent for accountants
  • Who's FreeAgent for?
  • Partner Programme
  • Partner stories
  • Freelancer accountants
  • Bulk payroll
  • Events
  • Find an accountant
  • Try FreeAgent for Free

Resources

  • Blog
  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)

Making Tax Digital

  • MTD information hub
  • Free consultation
Resources
  • Knowledge Base
  • Getting started with FreeAgent
  • Blog
  • Guides for running your business
  • Events for small businesses
  • Accounting glossary
  • UK tax rates
  • Interactive tools
  • Find an accountant

Accountants

  • Guides for you and your clients
  • Webinars and videos
  • Practice Portal (Partners only)
Login Try FreeAgent
Knowledge Base Getting Started Switching to FreeAgent Frequently Asked Questions
    1. FreeAgent
    2. Connections and integrations

Connections and integrations

Get more out of FreeAgent by connecting it to other popular services.

Essentials

  • Which integrations does FreeAgent support?
  • How to manage your connections
  • How bank transaction explanations are synced between FreeAgent and Mettle

Projects & Contacts

  • How to use Basecamp with FreeAgent

Insurance

  • How to obtain a quote and purchase small business insurance from Hiscox
  • How to access your Hiscox insurance documents in FreeAgent

CoPilot

  • How to use CoPilot

Online payments

  • How to set up a GoCardless integration
  • How to take payments with GoCardless using a Direct Debit mandate
  • How to set up the PayPal API and enable automatic feeds
  • How to take invoice payments with PayPal
  • How to take invoice payments with Stripe
  • How to take invoice payments with Tyl by NatWest
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