TrustRadius
Excellent system for a small company!
https://www.trustradius.com/accountingFreeAgentUnspecified8.834101
Richie Morgan profile photo
May 06, 2015

Excellent system for a small company!

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with FreeAgent

Cutscene Media is a small company at the moment, so our FreeAgent system is accessible by the company directors and the accountant. It is used to store client details, monitor our banking, create invoices and store expense receipts. It also provides us with data on how the company is doing financially. Our accountant has direct access, so there is little need for her to chase us for information.
  • Free Agent is great for creating professional invoices. If you use the system to manage projects, the invoicing system can automatically fill out any details required. Once completed, the invoice can be automatically emailed from your email address, then stored in the free agent system.
  • Setting up a bank feed or uploading invoices allows you to keep track of your bank accounts. The system automatically flags up unexplained transactions and allows you to explain and even attach receipts to particular transactions to be stored as expenses.
  • Out of pocket expenses can be entered on the move via a smart phone, a photograph can be taken of the receipt and uploaded into the FreeAgent system. The banking system can then link up any pay outs to the user who is out of pocket. Creating a neat expenses system.
  • The FreeAgent system is being constantly updated and improved thanks to the large team. There has maybe been a few occasions when I have tried to link a bank transaction with an expense and it hasn't allowed me to link a transaction manually. But the staff are very fast at helping out with any issues I've ever had
  • FreeAgent has saved me a lot of time and saved me a lot of potential stress
  • FreeAgent allows me to keep track of who has paid an invoice and who hasn't, which helps my finances significantly
As a small business it's excellent for me, as my finances can frequently go overlooked for too long. The FreeAgent system has made catching up when I fall behind very easy. I would also say if I were a larger business, it would be great for staying on top of invoices, projects and the money in general.

FreeAgent Feature Ratings

Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
9
Bank reconciliation
Not Rated
Expense management
9
Time tracking
9
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
9
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
9
Standard reports
9
Custom reports
9
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
9
Single sign-on capability
9