FreeAgent · Wirral
FreeAgent, with an accountant alongside you
We use FreeAgent with clients to keep their bookkeeping, invoices and tax figures in one place, and we work in the same records you do. We're a FreeAgent partner in Bromborough, Wirral, working with clients across the UK.
AAT Licensed Accountant · FreeAgent partner
FreeAgent
Free with some business bank accounts
FreeAgent says its software is free with certain NatWest, Royal Bank of Scotland, Ulster Bank and Mettle accounts.
Already use FreeAgent? Keep it
Set-up and support from your accountant
The software
What is FreeAgent?
FreeAgent is cloud accounting software for small businesses, freelancers and contractors. It brings your bank transactions, invoices, expenses and tax figures into one place, on the web and in a mobile app.
We use it with clients so that you and your accountant are always looking at the same, up-to-date records.
Bank feeds
Your bank transactions come into FreeAgent automatically through Open Banking, which works with most major UK banks.
Invoicing
Create and send invoices, set automatic payment reminders and see what you're still owed.
Expenses on the go
Record expenses and mileage in the mobile app as they happen.
Tax timeline
A timeline of your tax dates, with up-to-date figures for what you owe.
Reports
Profit and loss, balance sheet and cash flow reports, built from your records as you go.
Projects and time
Track time and projects, then invoice clients for the work you've done.
Working with us
How does Wainwrights work with you in FreeAgent?
We set FreeAgent up properly, then work in the same records you do. That means connecting your bank feed, bringing in your opening balances and helping with everyday questions about invoices, expenses and projects.
Because your records stay available to us, we can review them and use them for your returns and advice.
What we do in FreeAgent
Your bank feed connected
Opening balances brought in
Help with invoices, expenses and projects
Records we can see for your returns and advice
Set-up and moving you over from another system are services we provide. Ask us to add them to your quote.
Already use FreeAgent?
Keep it. You don't need to change software to move to us. We also work in QuickBooks, our preferred choice, and Xero.
See our accounting software serviceThe bank offer
Can you get FreeAgent free with your bank account?
FreeAgent says its software is free for as long as you keep a business current account with NatWest, Royal Bank of Scotland or Ulster Bank. It is also free with a Mettle bank account if you make at least one transaction a month.
Optional add-ons may be chargeable. This is FreeAgent's offer with those banks, not ours, and the terms can change, so check FreeAgent's website before you rely on it.
NatWest, Royal Bank of Scotland or Ulster Bank
FreeAgent says it is free for as long as you keep your business current account.
Mettle
FreeAgent says it is free if you make at least one transaction a month through your Mettle account. Mettle is a business bank account by NatWest.
Open a Mettle accountAlready bank with one of these? Tell us when you ask for a quote and we'll help you get your FreeAgent account set up.
Check the offer on FreeAgent's websiteMaking Tax Digital
Does FreeAgent work with Making Tax Digital?
Yes. FreeAgent describes itself as HMRC-recognised software for Making Tax Digital for Income Tax, and it produces Making Tax Digital VAT returns that you can file directly to HMRC.
If you're VAT registered you must keep digital VAT records and file through compatible software, unless you're exempt. Sole traders and landlords with qualifying income over £50,000 in 2024/25 have had to use Making Tax Digital for Income Tax since 6 April 2026.
When Making Tax Digital for Income Tax starts
Qualifying income over £50,000 in 2024/25
6 April 2026
Qualifying income over £30,000 in 2025/26
6 April 2027
Qualifying income over £20,000 in 2026/27
6 April 2028
For sole traders and landlords. Correct as at 6 October 2026.
For clients
Where do you log in and get help with FreeAgent?
You log in on FreeAgent's own website or in its mobile app, which is on the App Store and Google Play. FreeAgent's Knowledge Base has guides and support articles for each feature.
For anything about your own accounts or tax, ask your accountant at Wainwrights: our office is open 9am to 5:30pm, Monday to Friday.
FreeAgent Knowledge Base
Guides and support articles for FreeAgent's features.
Visit the Knowledge BaseMobile app
FreeAgent's app is on the App Store and Google Play.
Get it on the App Store Get it on Google PlayHow it works
How do you get started with FreeAgent and Wainwrights?
It takes three steps. Fill in our quote form and tell us you use FreeAgent or would like to, take a quick call from us to confirm what you need, then leave the rest with us.
If you're switching accountant, we contact your previous accountant and handle the handover.
1
Get your quote
Tell us about your business and that you use FreeAgent, or want to.
2
Take a quick call
We ring you to confirm the quote and answer your questions.
3
Leave it with us
Your accountant takes over and tells you what we need, and when.
Reviews
What do clients say about Wainwrights?
“Always efficient, professional, and punctual in every task they undertake.”
Leonidas Makris, on Trustpilot, July 2026
Read our reviews on TrustpilotQuestions
What do people ask us about FreeAgent?
Who is FreeAgent for?
Small businesses, freelancers and contractors. It is cloud accounting software for day-to-day bookkeeping, expenses and invoices.
Is FreeAgent free?
It can be. FreeAgent says it is free while you keep a business current account with NatWest, Royal Bank of Scotland or Ulster Bank, or with a Mettle account if you make at least one transaction a month. Optional add-ons may be chargeable. Otherwise FreeAgent charges a subscription, shown on its website. We can provide your subscription and get any discounts available, or you can pay for it yourself.
Can I connect my bank account to FreeAgent?
Yes, in most cases. FreeAgent connects with most major UK banks using Open Banking, so your transactions come in automatically.
Can FreeAgent file my tax returns?
Yes, for VAT and Self Assessment: FreeAgent says both can be filed directly to HMRC from the software. As your accountant, we work from the same records, and our team confirms what your price covers when we quote.
Do I have to use FreeAgent to work with Wainwrights?
No. QuickBooks is our preferred software, and we also work with Xero and FreeAgent. If you already use one of these, you can keep it.
Can you move my existing books into FreeAgent?
Yes. We review your current records, agree the opening position and help move your bookkeeping into FreeAgent. It is a service we provide; ask us to add it to your quote.
Do I need to be on the Wirral?
No. We're based in Bromborough and work with clients across the UK by phone, Zoom, WhatsApp and our client app.
What do your prices start from?
Our prices start from £20 a month + VAT (£24 including VAT) for a landlord or a personal Self Assessment tax return, £60 a month + VAT for a sole trader, £70 for a partnership and £80 for a limited company or LLP. Each price is per month, excludes VAT and is indicative. See all our prices.
Ready when you are
Want FreeAgent set up by an accountant?
Get a quote online, or book a free call with an accountant in Bromborough.