Getting started with FreeAgent
Welcome aboard! Whether you're seasoned pros or scaling up, we hope you’ll love using FreeAgent, award-winning accounting software that helps every small business make every move count. Here are our top tips to get you off to a flying start.
Explain a bank transaction
Explaining your transactions keeps your accounts up to date and helps FreeAgent populate your tax returns.
Send your first invoice
Sending your first invoice is a big milestone. Choose your theme, add your logo and you’re ready to go.
Add an expense
From coffee with clients to train tickets for business travel, recording expenses in FreeAgent is easy - even while you’re on the move.
Getting Started webinar recording
Specifically designed for new users, these recordings will give you the lowdown on FreeAgent's key features and the process of switching from spreadsheets or other software.
Choose the recording that matches your business type:
Looking for an accountant or bookkeeper?
Search our directory of FreeAgent accountants and bookkeepers to find the right partner for you.
We’re here to help
From step-by-step guides and videos to live chat and email support, we’ve got all the resources you need right at your fingertips.