Take a new, simpler route to managing your business admin
If you’re still using spreadsheets or other accounting software, you’ll find that FreeAgent is a breath of fresh air. It’s been specifically designed for small business owners like you, and it’s easy to use.
Still using spreadsheets? Take a look at our efficiency calculator to find out how much time you could save.
Three steps to switching
Setting up a new FreeAgent account is easy. Just complete the simple steps below to get started and you’ll soon be accelerating through your admin and bookkeeping tasks with FreeAgent.
Set your accounting dates and opening balances
You’ll benefit from the software’s powerful features straight away after setting up the basics correctly in your account.
Import your bank transactions
Import up to two years of bank transactions and explain them in bulk. When you start explaining transactions, FreeAgent’s ‘Guess’ functionality can offer explanations automatically.
Import your contacts
To start building projects and sending invoices straight away, move all your contacts from software or spreadsheets into FreeAgent with the click of a button.
Switching to FreeAgent webinar
Let our Chief Accountant, Emily Coltman FCA, guide you through the process of switching to FreeAgent, one step at a time.
Looking for an accountant or bookkeeper?
Search our directory of FreeAgent accountants and bookkeepers to find the right partner for you.
Help and support
We know that getting to grips with new software can be confusing but don’t worry, we’ve always got your back.
Knowledge Base
A help centre at your fingertips, with hundreds of useful resources designed to help you get the most out of FreeAgent.
Find out more
In-app help
Just click the on-screen ‘Help’ button, ask a question and we'll find the answer for you.
Get help now
Book a call
Once you’ve completed your switch, our support team can get you started with a 20-minute introduction to FreeAgent.
Book your call