Love FreeAgent and the helpful FreeAgent team!!
Updated March 16, 2016

Love FreeAgent and the helpful FreeAgent team!!

Jason Dalton AICB CB.Cert PM.Dip | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Cloud version

Modules Used

  • Accounting and payroll

Overall Satisfaction with FreeAgent

The business problems it addresses are spending too much time managing record keeping and being unsure about how something should be recorded - all things of the past with FreeAgent.

Pros

  • Invoicing is a breeze, with some very useful and user-friendly features to help manage late payers.
  • Bank feeds work perfectly, making bank reconciliation incredibly easy.
  • When unsure, and what makes FreeAgent stand well ahead of its competitors, is absolutely amazing support - fast, effective and just plain helpful beyond expectations.

Cons

  • There's very little FreeAgent doesn't do, but if you spot something it can usually be added or there is another way - remittance advices are one area I would like to see added.
  • The newly introduced smartphone app, like most other software provides in this market, is quite restricting. Having a mobile responsive website makes those restrictions disappear.
  • 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.
Support. Any questions gets a fast and detailed response. Helpful, knowledgable and friendly people provide detailed explanations and answers to not only teach but help understanding.
There are very few examples I can think of where FreeAgent is not THE answer. One client chose not to use it as their payroll currently tracks job costs. I therefore understand the complexities of the client's needs before confirming FreeAgent is my recommendation.

FreeAgent Feature Ratings

10.0
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
10
Fixed asset management
10
Multi-currency support
10
Multi-division support
10
Regulations compliance
10
Electronic tax filing
10
10.0
Automatic reordering
Not Rated
Manufacturing module
10
9.0
Pricing
9
Credit card processing
8
Cost of goods sold
10
10.0
Pay calculation
10
Salary revision and increment management
10
Reimbursement management
10
8.0
Dashboards
10
Standard reports
8
Custom reports
6
9.0
API for custom integration
9
Plug-ins
9
10.0
Role-based user permissions
10
Single sign-on capability
10

Using FreeAgent

FreeAgent Reliability

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