Works well, but could be better
Updated February 20, 2025

Works well, but could be better

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with FreeAgent

We use FreeAgent for creating estimate and invoicing clients as well as managing staff expenses. We also use it for payroll and giving staff access to their pay records.
Staff are able to upload receipts and check on the progress of their payments.
Being able to categorise payments to projects is very useful.

Pros

  • Sending detailed estimates to potential clients and managing the status.
  • Uploading expense receipts
  • Sending out invoices

Cons

  • Clearer explanations as to what certain actions do. e.g. Smart Capture
  • Clearer menus as things are in different areas and not obvious.
  • Contact naming, especially when you have multiple contacts in one company
  • It has made managing leads much easier by being able to track progress
  • Managing contacts is tricky when searching as results only show company name and not the contact name
For the things we mostly use it for, invoicing and expenses it does the job well. There are of course areas that it could improve on or add usability, but in the main it meets our basic needs.
Xero is a product I have only used for Payroll, but which it does very well. It is more complex to use compared to FreeAgent though and in that regard harder to learn.

Do you think FreeAgent delivers good value for the price?

Not sure

Are you happy with FreeAgent's feature set?

Yes

Did FreeAgent live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FreeAgent go as expected?

I wasn't involved with the implementation phase

Would you buy FreeAgent again?

Yes

Estimates and invoicing are really easy on FreeAgent.
However, managing contacts can get messy when there are multiple contacts within a company.

FreeAgent Feature Ratings

7.6
Accounts payable
7
Accounts receivable
8
Cash management
8
Bank reconciliation
Not Rated
Expense management
9
Time tracking
Not Rated
Multi-currency support
6
Electronic tax filing
Not Rated
Inventory Management ()
Not Rated
Order Management ()
Not Rated
Payroll Management ()
Not Rated
6.5
Dashboards
6
Standard reports
7
Not Rated
Plug-ins
Not Rated
Security ()
Not Rated

Using FreeAgent

4 - We use it for billing, staff expenses, payroll and managing project finances. The main function is for sending estimates and invoices to clients and this works very well in the main as we are a small company.
Also, for staff to upload personal expenses as well as those paid for on company cards.
We don't have anyone specifically supporting FreeAgent for us? Most of the functions we use are easy to use and if anyone has a query, some staff are more proficient and able to help out.
  • Estimates
  • Invoicing
  • Staff expanses
  • Project expenses
  • Payroll
  • SmartCaptue has proved very useful
  • Unsure. As a small company we have limited actions
We have used Freeagent for many years now and it serves us well for our needs. To change it would mean a lot of work, and this would most likely only happen if the cost became prohibitive to us.

Evaluating FreeAgent and Competitors

Not Sure
  • Ease of Use
As a small company we do not have an 'IT' department, so any new application has to be easy to use and to learn the use of for all staff using it.
I was not involved in the original choice. But in future I would weigh up the cost against the features, specifically those that we would be using on a regular basis.

FreeAgent Implementation

Did not participate
  • Implemented in-house
Change management was minimal - I only gave the above answer as I am sure we would not have changed to this product if it was not easy
  • Unsure

FreeAgent Support

I have never personally used support
ProsCons
None
None
I don't believe we have premium support. We rarely use support, so I imagine this is the reason.
I have never used support

Using FreeAgent

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Estimates
  • Invoicing
  • SmartCapture
  • None

Comments

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