FreeAgent Erfahrungen

Vorteile

I think FreeAgent does its job well. I've never run into technical faults or found anything I needed to do that it couldn't do. My favorite thing about FreeAgent is that my accountant can access the platform and see everything I can. That makes getting information to my accountants or asking questions incredibly slick.

Nachteile

I moved to FreeAgent from Xero because it's what my accountant knew how to use. I think Xero has slightly better tech and integrations so I would say I don't find FreeAgent as engaging to use. It's hard to criticize for that though because although it's nice to integrate with other systems, I haven't had any major issues getting information into FreeAgent as required.

Vorteile

Freeagent has a great invoice design. I like the fact that for a small business - you can get this software and an online bank account at a very reasonable price. I've used the accounts filing option - and it worked. I was delighted and it has saved me so much time!

Nachteile

Sometimes, I just think its a bit clunky and could be smoother. It does things I don't like e.g. when a sum is received in and is paying 2 invoices - I don't like the way it split payments. I think the chart of accounts could just be a little bit more user friendly, but for a sole trader, if your books are simple - it does the job nicely.

Vorteile

Easy to learn: I could start from recording basic expenses to manage my bills and invoices.

Nachteile

Not sure. I found harder to understand reports and some initial set-ups because I don't have a background in accounting, but it all made sense whith the help of customer support and later my accountant.

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Warum FreeAgent gewählt wurde

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Vorteile

Ease of use. It is a user friendly software.

Nachteile

The report quality could have been better. The format used in reports could be improved.

Vorteile

FreeAgent is an incredibly supportive and useful tool for someone that is not good with accounting and has a very busy job that makes accounting a very timely task. To be able to rely on software to explain transactions, calculate your income and outgoings as well as file tax for you is very useful without having to worry about a lot of jargon. The support has been very useful at times when needing help with some explanations or more.

Nachteile

It was a while back that they announced that they could no longer offer accounting support, and always recommend hiring your own accountant, however back when I first signed up for FreeAgent I was sure that they advertised themselves as not requiring an accountant.

Vorteile

Very easy to onboard clients; Linking bank accounts through open banking is straightforward and facility works well; Simple user interface makes it easy for novices to use; Very good customer support; Can be had for free of you use and RBS group bank account including Mettle; On the go invoicing is nice for some business as well as the expense logger

Nachteile

Not as flexible as some accounting packages; a few of the facilities are still a work in progress and you need to do a workaround

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Zuvor genutzte Software

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Vorteile

I've used FreeAgent for years and always found it to be a solid and reliable accounting product. It handles everything, from sending invoices to clients, to reconciling payments, to helping with taxes.

Nachteile

It could be better at reconciling bank transactions and uploading the same receipts every month could be easier. It's a lot of manual labour.

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Gründe für den Wechsel zu FreeAgent

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.

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Gründe für den Wechsel zu FreeAgent

Vorteile

Free Agent came bundled with my NatWest account. It is easy to use with a clear interface and integrates well with my bank accounts. The mobile app is excellent and the support (both technically and professionally) is clear and of good standard. I find their email updates helpful.

Nachteile

I would like them to be able to import transactions directly from Stripe as a ‘bank account’ as currently you have to manage this manually.

Vorteile

Really great for small business, simple accounting across the board. I really like the dashboard feature.

Nachteile

I wish the dashboard could be a bit more customisable with options to show reports or category spending as a tile / more configurable layout

Vorteile

I no longer have to nominate which computer is the one that the accounts is on.
I can open a web browser on the PC in my home office and enter my hours, mileage, upload photos of receipts, automatially let it reconcile the bank and credit card statements, and let it get on with doing the calcuations.
I no longer have to set aside a weekend each month for doing invoices and expenses.
or the last weekend of each quarter for doing the VAT return
or various days of the last month of each financial year for doing the annual return.

Nachteile

Now that the company has made enough money to be able to purchase three cars, it would be nice if the mileage drop down had options for company owned vehicles and the AFR mileage rates, but it only has AMAP rates for personally owned bike, motorcycle or car.

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

FreeAgent is a fully-featured accounting and invoicing web app that comes with a great little mobile app too.

It has a really clear and easy-to-use interface, making it easy to navigate and produce invoices, check your accounts for selected periods, track your time, manage projects... the list goes on. But for all the functionality, it never feels cluttered.

I've experienced great support whenever I've asked for it and it hasn't ever produced any unexpected errors or bugs. It just works.

Nachteile

I wanted to recommend this product to my wife for her business but it's just a little bit too expensive for a startup small sole trader company like hers. A reduced cost account type for single users would be great.

Vorteile

Reconciles some invoice payments that only need approval, an improvement on Quickbooks.

Nachteile

Very clunky for adding customers for invoicing. If you have lots of "retail" customers as I do, and send invoices to large numbers of customers, setting them up is a pain, the system seems to assume that you have a small number of commercial customers with multiple contacts at those companies. When making a new invoice you have to go through an alphabetical list of companies, you can't search, and for ease I made that entry an email address. This now means that of course not all people have an email address that is clearly them/their name. Irritating and enough to make me look elsewhere.

Vorteile

Easy assess and works great for tracking my time and billing clients. The bank feed works well. I like the overview information of the home screen dash board.

Nachteile

I have an accounting background and am a bit frustrated with how to pay bills and reconciling an account. It has not been very easy for me to understand how some of the functions work - relative to other software that I have used. Some one with out my background might find it easy to understand.

Vorteile

It's useful to be able to see the state of my business finances at a glance and it's great to be able to send professional invoices - but it's a lot of money for an invoice template.

Nachteile

I no longer fully trust Freeagent, especially around banking, after I spotted that not all transactions are not being imported. When I raised it with customer services they basically just agreed that no, not all transactions are being imported, but couldn't give me a reason why or suggest how they would fix this, just said that I should check all transactions manually. What's the point of having an import feature if you then have to repeat everything manually? Meant I had to spend hours checking transactions and VAT returns to pick up transactions that Freeagent had missed. I certainly would no longer trust it with my tax return, so I have to employ an accountant as well. Also, when recognising transactions, Freeagent seems unable to recognise transfers between accounts, meaning they all have to be approved manually, despite the fact they happen time after time.

Vorteile

I use freeagent everyday for my business and it's like the best so far. Helps to generate invoices and estimates for client, it gives an overview of your account in the first page which you can easily see at first glance. I recommend freeagent anyday anytime.

Nachteile

Freeagent generates number for each of the invoice or estimates which can be confusing sometimes especially if you have to delete that invoice or estimates but nevertheless it's a stress free software, it does all the work.

Vorteile

I like how easy to use the site is. I mainly use it on web and I'm not sure if there's an app but coming in to work, having never used this before, it was easy to find my way around it and get on with work without training.

Nachteile

I miss the ability of exporting data into Spreadsheet and trailing trough pages of invoices to highlight and copy so I can paste into Spreadsheet is tiresome. I would love for this to be changed.

Vorteile

Love the user interface, which is easily customisable and visually it is really appealing. Makes accounting fun!
Easy to use, once you know how to access some of the features.
I have a straightforward business in private medical practice and this software takes care of my invoicing, accounting and expenses all in one, with automatic updating of all the relevant information at your fingertips.
Both my secretary and I can access the software from anywhere, so it makes for easy team-work.
One of the best features for me is the projects section, where I can keep track of the numerous expert reports that I have on my books at any one time.

Nachteile

Sometimes working out how to find something, or to alter a document isn't intuitive, and I have had to refer to the website for help, which has always been useful (so far).
(NB I think the user who didn't like being referred to My Business Works is being unnecessarily unfair to this software because they had to go through a Barclays intermediary - Barclays are known for their poor service, but this is not FreeAgent...)

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

Automated invoicing and accounts overview that highlight things before they become an issue. Fantastic UK based support team.

Nachteile

A little more expensive than some of the competitors.

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

It makes my life easier. I was spending at least half a day totting up time spent and billing clients but Freeagent does it all for me at the touch of a button. That has been the absolute stand out time saving feature for me. Plus it's not complicated, easy to use and displays everything clearly.

Nachteile

Every month I have to re-input the tasks for clients. I wish it would hold onto those so that I could re-use them for my ongoing clients.

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