Likelihood to Recommend For micro and small business it is a great solution. The new requirements for MTD for landlords could also be met with this software. Groups and more complex businesses could not use the accounts and tax returns features, however they still could use it for bookkeeping and then export the data to other tax and accounts production software.
Read full review It addresses well some integration and connectivity issues with other software and adapted technologies: formulation and manufacturing batching software, scanners and bar codes, inventory, financials, emailing of invoices and statement, sales and purchasing... etc. I believe it to be better suited to a medium to large company. Not as simple and seamless as we expected for migrating from another Microsoft Dynamics software product (we moved from GP to NAV). Our staff is going through a tougher time than we thought to learn some procedures. Normal growing pains?!
Read full review Pros Accounting! As you'd expect. Makes it much simpler andmore cost effective. In-coming and out-goings are recorded and assigned to projects and accounts. My accountant can access my books and reconcile so much more easily than trawling through spreadsheets. Time billing - time spent on projects/client work is recorded and is ready to be invoiced as required. Saves so much time and prevents inaccuracies. Invoicing - again, it should do this well and it does. Non payment reminders are automatic and clients have no excuses for not knowing the status of their account. Account dashboard - gives me an instant overview of the health of the business (am I on track to meet my yearly targets) and my accounts. Eddie May Web Developer & Internet Marketing Consultant
Read full review Automate the creation of bills of materials for production. We can now generate a BoM from a sales order. Organization of all data pertaining to thousands of parts, assemblies, and finished goods. Engineering and purchasing have a common portal. We can create sales orders from quotations instead of re-entering them (this did require some bolt-on software). Less redundant work with fewer entry errors. Accounting can provide reports based on specific criteria stored in NAV. We can pull better and more detailed intelligence. Read full review Cons Reporting on financials, time tracking and project status is a little poor. It's adequate for what what we need, but would be great to see more advanced features. API is quite closed so cannot integrate with our other project management tools. Read full review The version of software that we currently use isn't compatible with Windows 7, therefore we had to install it using the virtual computer under Windows XP. This created a few additional steps that the users had to go through in order to access the software which generated more calls to our IT Helpdesk. We did research how much it would cost to upgrade the software so that we could get a version compatible with Windows 7, but the cost was way too expensive for our organization. Also, when we need to make updates or changes to the software, there are very few consultants who are familiar with the software so we are limited in who we can use for consulting services. Since we are limited in choosing consultants who can make updates and changes to the software the fees are usually really expensive for their services. There is a .zup file that we constantly have to delete in order for the database to work properly and update. Users get a pop-up about once a week asking if they want to replace the .zup file and if the file is not deleted then the opening page for the software will not show up correctly and the database will not have the most up to date information. Read full review Likelihood to Renew We've already decided to continue using this software. It is too expensive for us to upgrade so we made a workaround by using the virtual computer with Windows XP installed on it. We did research replacing this software, but it was a better financial decision to keep what we had instead
Read full review Usability I spent nearly two decades in IT and am happy to say that FreeAgent's user interface is one of the best interfaces I have ever used.
Read full review It has simplified all processes and reduces turnaround time for month end processes. You can easily navigate through the dashboard which is very user friendly and easily guides you to different functionalities. Duplications of Invoices is avoided because NAV rejects posting of an invoice number already in the system so you increase accuracy.
Read full review Reliability and Availability Based in a cloud and never had any issues with down time. I can access from any device
Gavin Percy Registered and Approved Growth Coach for GrowthAccelerator.
Read full review Support Rating It provides one to efficiently be able to manage bookkeeping and inventory without much challenges. One can easily navigate through workflow processes while managing usages and budgets. Being able to produce reports in Word, Excel or PDF means one is able to have a working document to produce trends and graphs or produce pivot tables.
Read full review Alternatives Considered I have used and tested out many other systems. I was looking at
Xero for my accounting system but at the time I chose FreeAgent because of the way it handles the recording of dividends and the inbuilt time recording. The others I trialed were good and many of them cheaper. FreeAgent best suited my requirements at the time.
Read full review I have personally supported all of the Dynamic family of ERP systems and made the decision to concentrate on NAV as the solution of choice. From a support and development standpoint there are few if any packages that can compare. It is not uncommon for most of the companies that I support to only call me once or twice a month after the first year. This is due to the ease of tracking down problems and errors and the ability for a developer to provide the end-user with routines that automatically correct the most basic kind of error
Read full review Return on Investment Professional and uniform offering providing great confident customer service. My clients love it, whether they use it a little or a lot. It's a great piece of software - while sophisticated, it's straightforward to use. Time saving and efficient use of my team's time. Being able to easily share and compare work / tasks. Read full review Automation processing, including EDI functionality, has increased employee efficiency and prevented the need for adding additional employees. Implementation of the warehouse functionality, including cycle counts, has resulted in better inventory control/less shrinkage. Implementation of e-Ship and e-Receive, has resulted in greater efficiency and order accuracy. Read full review ScreenShots