FreeAgent for Accountants | Ulster Bank

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Say hello to FreeAgent

Free accounting software for practices and their clients

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What's FreeAgent?

Business banking is available to eligible customers over 18, who have the right to be self-employed in the UK.

Add your signposting title here… What's FreeAgent?

FreeAgent is award-winning* online accounting software for accountants, bookkeepers and their clients. Over 100,000 FreeAgent customers benefit from its wide range of features, including multi-currency invoicing, reconciling bank transactions and managing cashflow. Accountants, bookkeepers and their clients can access the full version of FreeAgent for free, as long as clients retain their Ulster Bank NI business current accounts.

*Most Outstanding Accounting Software of the Year, SME News Business Elite, 2019

 

Add your signposting title here… Additional benefits

When you add your first client to your Practice Dashboard, you’ll gain access to the following benefits:

  • Migration support to get you and your clients set up on FreeAgent
  • Free training to help you and your team get FreeAgent accredited
  • Promotion of your practice on the FreeAgent Accountant Directory
  • Help from a dedicated account manager and our specialist practice support team

If you have 10 or more active clients using FreeAgent, you can access further benefits as part of the Partner Programme.

 

How FreeAgent supports you
  • Manage your clients at a glance from your Practice Dashboard
  • Set individual user access levels for each client
  • File Self Assessment and VAT returns directly to HMRC
  • Run bulk payroll and submit RTI directly to HMRC
How FreeAgent supports your clients
  • iOS and Android mobile apps to manage business admin on the go
  • Open Banking bank feeds to securely integrate banking data
  • Multi-currency banking, invoices, bills and expenses
  • Tax Timeline provides live updates of clients’ tax projections and deadlines
  • Market-leading integrations like Shopify and PayPal
  • User-friendly interface with clear summaries of cashflow and profit and loss
Add your signposting title here… MTD for VAT

FreeAgent automatically generates MTD-compatible VAT returns to submit directly to HMRC and reminds your clients when payment is due.

Read more about MTD

Add your signposting title here… Clients can connect their bank account

Clients can connect their bank account to FreeAgent to automatically and securely import all of their daily bank transactions via an Open Banking bank feed. Track incomings and outgoings, link invoices and payments and view interactive charts.

Add your signposting title here… Ready to get started?

Simply click the button below and we'll hand you over to FreeAgent to fill in a short form. They'll be in touch within one working day to set up your FreeAgent dashboard.

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FAQs
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Icon expand Is FreeAgent really free?

Ulster Bank NI offers FreeAgent free with business current accounts. Customers are entitled to the full version - completely free - as long as they retain their bank account. FreeAgent was acquired by NatWest Group in 2018 but remains operationally independent.

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Icon expand How do I get started?

Click to sign up for a trial! As FreeAgent automates many basic bookkeeping tasks, it gives you more time to focus on help improve your client’s business performance. As information in FreeAgent is updated in real-time, it also makes potential problems easier to spot and fix right away.

 

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Icon expand What type of business is FreeAgent suitable for?

FreeAgent is suitable for a range of sectors, including agriculture, traditional trades, professional services, creative and technology, retail and hospitality, and service businesses. FreeAgent has a wide selection of integration partnerships, including e-commerce and payment solutions like Shopify and PayPal and appointment booking and stock management solutions like Appointedd and EdgeCTP.

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Icon expand Which tax returns can be submitted through FreeAgent?

Self Assessment and VAT returns can be submitted directly to HMRC through FreeAgent.

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Icon expand Can I migrate my clients from another accounting software?

Yes, you can move new and existing clients on to FreeAgent seamlessly with their comprehensive migration support. FreeAgent also has a migration guide to help you migrate your clients.

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Icon expand What is the FreeAgent Partner Programme?

When you add your first client to your Practice Dashboard, you’ll officially become a FreeAgent Partner. You’ll gain a range of benefits as you add more clients. For further details, visit FreeAgent’s Partner Programme page.

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Icon expand What if I need help?

If you have any further questions, FreeAgent’s friendly UK-based support accountants are ready to help - get in touch by phone, live chat or email.

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