Import your bank transactions

Link your bank account with FreeAgent securely to import up to two years of transactions. In the future, your bank transactions will flow into FreeAgent automatically to give you an up-to-date view of the money coming in and going out of your business.

Why do I need to import my bank transactions?

With a bank feed enabled, you can import up to two years of your business’s bank transactions, saving you hours of admin time.

  • Encrypted bank feeds keep your data secure
  • Bank feeds are available for all major UK banks
  • There’s no need to upload bank statements manually

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.

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Looking for an accountant or bookkeeper?

Search our directory of FreeAgent accountants and bookkeepers to find the right partner for you.

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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.

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In-app help

Just click the on-screen ‘Help’ button, ask a question and we'll find the answer for you.

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Book a call

Once you’ve completed your switch, our support team can get you started with a 20-minute introduction to FreeAgent.

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Want to find out more about how FreeAgent can help you manage your small business finances?

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