Every K&B Accountancy Group client on a monthly package has access to their own online FreeAgent portal. FreeAgent features have been designed to make your self-employed life easy and hassle-free.

Dashboard

  • Flexible 12, 6 and 3-month cash flow view
  • Drag and drop customisation
  • View recent expenses, bills, invoices and projects
  • Live bank balance chart for all your accounts
  • Tax Timeline of important upcoming deadlines

Banking

  • Bank Feeds available for thousands of different accounts
  • Upload electronic bank statements in OFX, QIF and CSV formats
  • FreeAgent automatically explains new transactions
  • Stunning bank account charts
  • Support for multi-currency bank accounts

Projects

  • Clearly see project profitability including income, time and expenses
  • Define project tasks and track status
  • Track your billable and unbillable time
  • Set fixed price or time-based project budgets
  • Add notes to projects to keep a log of progress
  • Import projects from Basecamp

Expenses

  • Track business costs and expenses easily
  • Record out-of-pocket expenses, even on the go
  • Keep track of supplier invoices and accounts payable status
  • Keep track of expenses with flexible reporting by date and employee
  • Expenses allocated in real-time and tax liabilities updated
  • Attach expense receipt images

Payroll

  • HMRC-compliant payroll software
  • Submits Real Time Information (RTI) directly to HMRC
  • Generate payslips for your staff that you can print or share online
  • Generate P60s for your staff
  • Support for student loans, maternity and paternity pay
  • Handles the Employment Allowance

Estimates

  • Choose from 10 professional templates
  • Convert estimates into invoices, or projects and tasks
  • Create estimates in any currency and 10 languages
  • Combine multiple estimates into one invoice
  • Customise estimate workflow with estimates, quotes and proposals
  • Include discounts
  • Save time by duplicating existing estimates
Time tracking
  • Track billable and unbillable time
  • Track time on desktop or mobile
  • Define different task billing rates
  • Generate timesheet reports, which can be emailed to clients
  • Enter time manually or use the built-in stopwatch timer
  • Add weekly timesheets for speedy input of your time
  • Automatically generate invoices from unbilled time
Invoicing
  • Choose stock templates, or customise your own
  • HMRC-compliant invoices auto-fill tax man requirements
  • Brand your invoices with your own logo
  • Create and customise automated late payment and thank you email
  • Online payments with Stripe, GoCardless and PayPal
  • Set up automatically recurring invoices
  • Automatically include unbilled time and expenses
  • Set up a price list of commonly sold items to increase speed
VAT
  • Automatically generate VAT returns
  • File directly to HMRC online
  • Comprehensive support for flat rate scheme
  • Automatically sets the flat rate percentage to claim the 1& discount
  • Supports EC goods and services
  • Handles reverse charge
  • Support for invoice and cash basis returns
  • Handles VAT deregistration
Corporation Tax
  • Forecasts your tax bill using HMRC’s latest rates
  • Full support for disallowed expenses
  • Automatically adds back depreciation
  • Estimates available capital allowances
Accounting
  • Powerful double-entry accounting engine
  • Flexible reports including: Profit & Loss, Balance Sheet, Trial Balance, Capital Assets, Aged Debtors and Creditors
  • View and print out Dividend Vouchers
  • Journal entry supported by K&B Accountancy Group
  • View and discuss account details in real time with your accountant
  • Comprehensive transactions view for all accounts