FreeAgent Erfahrungen

Vorteile

At the moment it's free through my business banking account - I tried it because of this but it would definitely be worth paying for. I am relatively new to running a business and the software is very intuitive for a novice. My accountant is pretty happy with it too, so that's a big thumbs up!

It makes invoicing and payment of exenses very easy, and is great for keeping track of money coming in/out and keeping an eye on invoices due for payment.

Payroll is incorporated (you can file it with HMRC through FreeAgent or let your accountant do it separately).

I also like the fact that it reminds me when my corporation tax and annual accounts are due.

In a few clicks I can see my profit & loss account and my trial balance as well as spend in the different (customisable) categories. Really helps me keep on top of everything.

The Android app is also great for reconciling payments and recording expenses on the move.

The help files are fantastic, and the clear accounting descriptions and explanations make them a great resource for a small business even if you don't use the software.

Nachteile

Exporting information is a bit tricky in some areas - you can get a pdf out quite easily but an xls or csv would be more useful (you can export the entire company dataset as a csv, but not filtered individual elements such as unpaid expenses or balances within individual accounts). In some cases you can get round this by cutting and pasting, but it's a bit fiddly.

Exporting all company data does not export attachments - so you need to keep a separate copy of scanned receipts etc outside FreeAgent.

It is one of the more expensive cloud accounting software packages out there, but I have looked at a whole range and you can't beat the functionality, so that's what you are paying for I guess!

Vorteile

The billing and invoicing functionality is a key feature of the product and works very well. They send a Monday motivator email summarising your agenda for the week on Monday mornings. This includes items such as unbilled hours logged, payments to approve and bills to chase or pay. MFA is supported for increased security.

Nachteile

There are few things that I don't like to be honest, the only one that can be annoying is the bank feeds can sometimes be a little slow to show items. A manual refresh option for bank feed data would be useful.

Vorteile

We receive free access to FreeAgent as part of our bank account package. It makes accounting for our club so much easier than the previous excel sheets

Nachteile

It’s not quite as good as Xero, but it’sa fraction of the price. For a non-profit it’s a winner

In Betracht gezogene Alternativen

Xero

Gründe für den Wechsel zu FreeAgent

Ultimately cost, as a free to us package, it can’t be rivalled

Vorteile

I got access to this software FREE of charge through banking with RBS. Having previously used Xero for our book-keeping, I found it had the same great functionality but a much slicker design. It's simplicity and ease of use is the best thing going for it.

Nachteile

Had some issues at the beginning with connecting our bank feeds but this was sorted out quickly by the team at FreeAgent - can't think of any real faults with the software.

Vorteile

It basically does all the required accounting without having to pay for an accountant to do it for you. The biggest benefit when it comes to tracking business tax and completing a tax return as it pretty much does it all for you.

Nachteile

Sometimes it's tricky to work out how something works and you have to go and get help from customer support, but this may be more user incompetence than anything wrong with the software!

In Betracht gezogene Alternativen

Xero

Warum FreeAgent gewählt wurde

I was getting to the point of needing to pay for some of the options (I honestly can't remember the name of the software used previously and don't want to put the wrong one in!)

Gründe für den Wechsel zu FreeAgent

NatWest provided the service free and it appeared to have everything needed.

Vorteile

Free for users of certain banks and they get access to it all not just some features.

Nachteile

That the bank options when reconcilling aren't very flexible or obvious as to which category.

In Betracht gezogene Alternativen

Xero

Gründe für den Wechsel zu FreeAgent

Used it as a sole trader for client then they continued to use it when they changed to a Ltd.

Vorteile

Easy to use. Easy to find what I want. Brilliant support

Nachteile

There must be a downside but thankfully I have not found it yet

Vorteile

The software is easy to use, and once you understand it very powerful. It makes submitting your tax return very, very easy. I like how it can take you from being self-employed to being a LTD company. The way that it recognises some transactions and automatically categories them is great too.

Nachteile

There are two things I don't like about the software. There isn't an easy way to record simplified expenses. You have to add them manually, which isn't ideal for how it should work. The second is that if someone pays by card, it doesn't carry all the info from FreeAgent to Stripe. For example, email address so they get a card receipt instantly.

Vorteile

It's very intuitive and has amazing support and training for us and our clients. We use this software for our smaller sole traders who find it really easy to use. We do most of the setup and they basically just invoice their clients using the mobile app :)

Nachteile

Integrations are pretty non existent for a lot of apps. For example merging eBay or most till sales with FreeAgent can be quite difficult however this is overcome by using Zapier

Vorteile

We've been using Freeagent for over 5 years. In that time frame my company has grown from being a sole-trader to an incorporated limited company with employees. To say that Freeagent has helped facilitate that growth would be an understatement.

We now use Freeagent for our VAT submission (saving us £200pq accountants fees), Payroll (saving us £10pm per employee), Sending out client estimates/invoices, and what we originally bought it for... Book keeping and accounting.

We have Freeagent connected to our bank feeds, meaning we are only ever 24hrs out of date with our live bank accounts. This is now a common practice with similar software, but for us it came just at the right time.

Their team of inhouse accountancy experts is also an incredible resource that we use around once a quarter, or whenever something new crops up that we might need some help with. We still use the skill of an account for filing our end of year accounts, but we could even do this with free agent.

Nachteile

The one thing that has been a niggle like a tiny pebble in your shoe, or scratch on the roof of your mouth, is that you cannot send a remittance! Many people have requested this functionality but it has largely been ignored by the freeagent team. I have no idea whether it is a technical or philosophical reason they've just not engaged with it... If they did implement this functionality it would pretty much make it perfect for my companies needs.

Vorteile

Cheap depending on your business needs or the size of the business.
Famous for its incredible invoice templates
Shows your real-time profit position and it automatically updates your accounts.
Cloud-based, so there is no software to download or install
The interface is very friendly and lovely.

Nachteile

Online help, known as My Business Works Support has been known to be rather unhelpful and excessively rude
Tends to receive bugs or glitches that often take time to repair, if fixable at all
Even though this program offers Multiple Currency options, the proper support for this feature is seriously lacking
Not very quick with software updates (some have been waiting years for new and desired features)

Vorteile

We use it where I work as a way to track work hours. Usage is pretty simple and the features are sufficient. If you need to track time precisely, there's a nice start/stop function, and if you don't, there are means to insert a whole week in a row. If you're a developer, you'll appreciate the APIs that allow building customized reports for accounting.

Nachteile

If you don't need precise time tracking, but need to split hours on different activities, data entering becomes pretty slow. You can generate monthly reports to check what to expect from the paycheck, but checking if you made mistakes in the data entry is as difficult as it is entering it.

Vorteile

The ease of use combined of the platform which is exceptionally intuitive, combined with the brilliant customer service.

Nachteile

FreeAgent appears somewhat UK-centric, although the support is still exceptional. The banking does connect to banks in Canada and I have been able to manage harmonized sales tax in Ontario. It may have some current limitations to make it a credible better substitute for Sage, in respect of the tax nuances across different Canadian Provinces.

Vorteile

FreeAgents offers a lot of features for a very low price and the customer service is good also. I have used them for 3 years and there are other programs that may be a little better, but they are also a lot more expensive.

Nachteile

I wish that recurring billing was a little easier and the number of integrations is good, but it does not integrate with one of my core programs which is a bummer.

Vorteile

FreeAgent is a fantastic product. I have only needed to use support a couple of times and they were more unusual questions.

As a freelancer, keeping an eye on income and expenditure, billing and chasing invoices and recording expenses with my phone is really important. Add to that the easy submission of my tax return and it really is a great piece of software.

Nachteile

I am a little disappointed that I could not receive any of the discounts offered to new customers. (e.g. 6 months half price).

Vorteile

FreeAgent is one of those programs that integrates all sorts of difficult tasks into one single multi-use product. We specifically use it for payroll, invoicing and accountancy and find the integrated approach saves time and helps us quickly track accountancy errors and oversights.

Nachteile

The live link to the bank account statements is often glitchy and can cause a headache for those trying to account for every transaction.

Vorteile

Easy to use, intuitive, provides high quality information about the state of play of my business and my ongoing liabilities for tax and keeps easy track of who owes us money and how to send reminders. Quotation system works well, bank integration excellent and shared access for my back office book keepers means a lot less hassle. Love the App for capturing expenses and mileage

Nachteile

Worry about their inability to let me download copies of all scanned images I have added. I really cannot find anything else to say

Vorteile

One of the things that scared me about going freelance, was the accounting and book-keeping part this entails. After researching similar web-based solutions, I decided upon subscribing to Freeagent. I wouldn't be able to run my business without it. Everything I need, from invoicing and clients database, to expense filing and completing my self-assessment is there, easy to use and access. When I needed some help or clarifications about something, the staff were prompt and eager to help me and made sure my issues were resolved in any case. Highly recommended software & service!

Nachteile

I find that the mobile app has limited functionality compared to the desktop site. I would like the same level of editability when it comes to the handling of bank transactions, as I have via my internet browser.

Vorteile

Simple, lightweight and just does exactly what you require from a accounting tool. Interface is easy to navigate and there is a very low learning curve. I would recommend this tool to small businesses / freelancers.

Nachteile

Doesn't integrate with newer online style bank accounts for automated feeds at all. (e.g. transfer wise bank accounts) . Sometimes doesn't recognise recurring bank transactions meaning it takes longer to explain

Vorteile

It allows me to keep on top of the financial position of my company allowing me to make decisions with up to date knowledge. Compared to my peers who don't use the software I am saving time and money doing my accounting.

Nachteile

The mobile app is not as feature rich and some of the functionality that it does have does not share the same options as the web version e.g. split transactions

Vorteile

I love free agent. It makes invoicing, book keeping and automating reminders very easy. It's also very easy to modify your invoice designs. Customer support has always been good on the few occasions I've needed them.

Nachteile

I'd like to be able to do reports on a monthly basis rather than the preset options. Little bit more expensive than it's rivals.

Vorteile

Ease of set-up
Complete flexibility
Integrates with my banking transactions automatically (Barclays)
Automated explanations, and complete the rest on my iPhone app - on train, in bed etc!
Superb reports fit for any accountant, better than many!
Invoices look amazing and the automatic chasing / thanking clients for payment is a delight
Self assessments completed in a doddle - and for free as part of our subscription.

Vorteile

Functional and a UI really nice design. Good pricing, it's one of the best investment for a freelancer who have some time working. This app really help me in may freelance career

Nachteile

some times it's difficult to go into some tools. you cant import all the info you want to into this app. No have a computer app, you must have to go into the navigator or your cell phone

Vorteile

You can effectively manage and keep a track of your invoices, expenses and calculate your profits in one place. For each account, there are no such limits on the number of users allowed to access an account. Round the clock customer service and support system are provided. The application is integrated with payroll functionalities. You can contact their accounting experts if you encounter any issues. You can check out the thirty-day trial version, then move on to the paid version, they don’t charge any setup fee.

Nachteile

It is difficult to export information (if you need it in the CSV format). Expensive when compared to other accounting solutions.