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
Dashboard

Close
- 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
Banking

Close
- 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
Projects

Close
- 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
Expenses

Close
- 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
Payroll

Close
- 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
Estimates

Close
- 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
Time tracking

Close
- 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
Invoicing

Close
- 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
VAT

Close
- 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
Corporation Tax

Close
- 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