FreeAgent vs. Spreadsheet Server

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.

Spreadsheet Server is a set it and forget it type of thing. However, if you are wanting to change up the data you get on a regular basis, this may not be the product for you.

Incentivized

• 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.

• It's easy to use and learn how to create new spreadsheets.
• Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint.
• We can create custom graphs and KPI's in Spreadsheet Server.

Incentivized

• 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.

Incentivized

• The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this.

Incentivized

Very easy to use and user friendly.

Incentivized

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.

Easy to use and flexible.

Incentivized

Based in a cloud and never had any issues with down time. I can access from any device

Customer Relations reaches out to me periodically.

Incentivized

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.

Incentivized

Vista did not offer reporting that met our needs. We were not able to easily customize the standard reports to fit our company needs. We are able to create different reports depending on management's needs and level. It is easy to create reports for auditors as well in Spreadsheet Server.

Incentivized

• 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.

• Allows us quick access to cash flow statements which assist in decision making
• Provides accurate reporting for our banking needs
• Provides accurate information to our insurance and bonding vendors

Incentivized