Let’s face it, running an accounting or bookkeeping practice is no easy feat. Managing clients, staying on top of financial data, and keeping everything running smoothly takes time and focus. Enter the dynamic partnership between Engager and FreeAgent, designed to take the strain off your shoulders and make your day-to-day workflow more efficient.
If you’re not already familiar with it, FreeAgent is an accounting software tool originally designed for freelancers and contractors. Over the years, it’s grown into a robust platform that now serves small businesses with features that make managing finances simple. And when combined with Engager, it creates a dream team for accountants and bookkeepers.
What Makes FreeAgent So Good?
Originally built to solve real-world problems for small business owners, FreeAgent was born from the frustrations of its founders—three freelancers who couldn’t find software that actually worked for them. Since then, it’s evolved into an all-encompassing financial management tool that’s especially handy for businesses with straightforward accounting needs.
FreeAgent’s integration with NatWest Group (and its banking arm, Mettle) takes things up a notch. The synergy between banking and bookkeeping is truly remarkable—you can sync transactions, estimate VAT, and keep tabs on corporate tax in real time, all without leaving the app. This integration removes much of the manual guesswork and puts clear financial insights at your fingertips.
What sets FreeAgent apart is its focus on simplicity. It’s not bloated with complex features you’ll never use; instead, it’s designed to keep financial tasks manageable and intuitive. And when you combine that with the deep Engager integration, you’ve got a powerful duo working to make your life easier.
The Engager and FreeAgent Magic
So, what happens when these two platforms join forces? Well, it’s not just your typical “we plug into each other” scenario. This is a real partnership, aimed at making sure that accountants and bookkeepers have everything they need to succeed—whether you’re using FreeAgent for your firm’s finances or just for your clients’.
With the Engager-FreeAgent integration, you get more than just a syncing tool; you get visibility over your client’s financials that other systems just can’t match. You can see profit and loss, VAT liabilities, and even tax estimates directly from Engager. No need to hop into FreeAgent to answer those urgent client calls—everything’s at your fingertips.
And, here’s the kicker: if your client’s bank feed needs reconnecting (something that happens every 90 days), you can handle it directly through Engager. FreeAgent’s banking integrations are designed to reduce headaches, and Engager is there to make sure everything runs smoothly from your side.
Why This Matters to You:
You might be wondering why this integration is such a big deal. Let’s break it down:
- Time Savings: No more logging into multiple platforms just to get a handle on client data. The Engager-FreeAgent integration pulls all relevant financial info into one place, meaning you’re not wasting time bouncing between systems.
- Powerful Insights: With FreeAgent’s practice dashboard, you get to see things other systems just don’t show. VAT return statuses, client profitability, tax estimates—it’s all right there in Engager, ready when you need it.
- Simplicity for You and Your Clients: Whether you’re managing your own firm or advising clients, the combo of FreeAgent’s intuitive design and Engager’s powerful features makes it easier to keep everyone on the same page.
And here’s something else—FreeAgent isn’t just an accounting tool, it’s also a bank for those who use Mettle. Your clients not only get seamless bookkeeping but also the ability to track their business health with tools that provide real-time insights into VAT and tax obligations. As an accountant or bookkeeper, this means fewer unpleasant surprises and more empowered clients.
Watch the Full Webinar:
See it in action by watching the full Engager and FreeAgent Partnership Webinar below. Discover how this integration could transform your practice:
What’s Next for the Partnership?
If you think this integration is already impressive, just wait. Engager and FreeAgent aren’t stopping here. There’s constant collaboration between the two teams to bring in even more features that make your job easier. For instance, reauthorising bank feeds through Engager is just one example of how FreeAgent is listening to its partners and making improvements that really matter. Plans for even deeper balance sheet integration are in the works, with additional features likely to roll out in the coming months.
There’s also the possibility of making the client onboarding process even smoother, with further enhancements to how Engager pulls in data from FreeAgent.
The Bottom Line:
FreeAgent and Engager are a match made in heaven for accountants and bookkeepers who want to work smarter, not harder. By integrating the two platforms, you get real-time access to the critical financial data you need, while maintaining the simplicity and ease of use that both systems are known for.
If you’ve got clients on FreeAgent but haven’t yet connected them to Engager, you’re missing out on some serious efficiency gains. Whether it’s managing VAT, monitoring tax estimates, or pulling client P&L reports on the fly, the Engager-FreeAgent partnership is here to help you stay ahead of the game.
Accountants and bookkeepers, it’s time to elevate how you manage your clients. The integration between Engager and FreeAgent offers a smoother, more efficient way to handle financial data, all while keeping things simple. So, whether you’re already using FreeAgent for your firm or just your clients, now is the time to make the most of this powerful collaboration.
Ready to take your practice to the next level? Contact us today to learn more and get started with the Engager-FreeAgent integration!
