5 Reasons You Need To Use the Free Agent Free Trial

... Credit : Freeagent.com
Caroline Stronkhorst in Business & Corporate

Last updated: 10 February 2020, 11:37 GMT

Running a small business or being self-employed is tough! Managing your cash flow, making sure that invoices get paid, calculating your tax and much more are not the reason you started a business. When starting out, you don’t want to be spending large sums of money on accountancy fees each month. That is where Free Agent comes in.

Free Agent are offering a 30 day free trial (you don’t even need to enter your card details!) and you claim this deal here.

One Dashboard

A standout feature and reason to use Free Agent is that it gives you a simple dashboard so you can keep on top of your accounts. You don’t need accountancy qualifications to understand and make use of the data in Free Agent. The key benefit to this singular view is that you don’t need to try and connect multiple data sources, it is all in front of your eyes.

On the Free Agent dashboard you will see information including a live profit and loss (more on this later), invoices sent, invoices overdue, invoices paid, cash flow, tax liabilities, expenses and more. 

Simple colour coding on invoices will flag up the clients you need to chase or the ones to thank for early payment! You can even automate this process within Free Agent. This dashboard removes any surprises or confusion on your current business account status.

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Live Bank Feed

Gone are the days of needing to export your bank transactions and match them up in your accounting software package. Through the Free Agent free trial, you can connect your bank account so that it automatically pulls through each transaction. 

You can set rules to auto-reconcile repeat payments and for unknown transactions, Free Agent will suggest the right reconciliation tag. This tool alone will make for more accurate accounts and save you hours upon hours of manual labour.

Tax Timeline

As the saying goes, nothing in life is certain except for tax and death! Calculating, reporting and paying tax is a necessity but can be challenging. Free Agent has a built-in tax timeline that will guide you on which tax bill you need to pay on what day! Combining this handy timeline with your accounting insight, you are armed with the ability to stay on top of your business tax, VAT and other bills you need to pay.

Take notice of the timeline and your tax bill won’t get the better of you! 

Seamless Integrations

You probably use other software packages to help run your business. Free Agent recognises this and has made it incredibly easy to connect other services that you use. The benefit of integrating your other services and data is that your insight into the business becomes even deeper.

The first integration to make is with your bank account. There are a mix of direct relationships with major banks, challenger banks such as Monzo, Revolut and Open Banking for other non-listed banks. It’s easy to do and a great starting point!

 Once your bank feed is in, you can browse the other integrations available to you. Whether it be IWOCA loans, Basecamp project management, HMRC, a time tracking widget or something else you use regularly, you can plug them in.

Tip: if there isn’t a direct integration in the list then you may be able to connect the data with Zapier.

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It’s Free!

This is a powerful software tool and you can find out whether it is a good fit for you for free. Use this free trial offer here *AFF LINK* and you can be setup in minutes. You don’t need to enter any credit card details so there is no risk of being charged if you decide that you don’t want to continue to use Free agent.

Your free trial of Free Agent lasts for 30 days which is plenty of time to get a feel for the software. This is a great freebie for you to try today!