The FreeAgent product timeline

Explore what’s in development or travel back in time charting the evolution of FreeAgent since 2007.

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In the works

We're busy building the next updates and improvements that will make your life easier in FreeAgent. Here's what's coming next.

Custom bank rules for practices

Practices
Feature
Please note: Just completed

Practices can create and manage their own bank rules for categorising transactions, resulting in less manual work and increased accuracy from clients' bookkeeping.

VAT return unlocking for senior account managers

Practices
Feature
Please note: Just completed

Senior account managers on a Practice Dashboard can now unlock filed VAT returns without contacting the FreeAgent support team, helping practices make VAT corrections quickly.

Automated Making Tax Digital (MTD) for Income Tax approvals and submissions

Practices
Feature
Please note: Just completed

Automatically prepare quarterly MTD for Income Tax updates, request client approval and submit to HMRC on schedule, so you can manage high volumes without manual chasing.

Client visibility, submission and approval controls in the Practice Dashboard

Practices
Feature

Enjoy greater control over client tax workflows from the Practice Dashboard with settings for visibility, filing permissions and approvals, across Income Tax, VAT, End of Year, CIS and the Tax Timeline.

Making Tax Digital (MTD) for Income Tax quarterly updates

Mobile

MTD for Income Tax is going mobile. Stay compliant on the go, handling your quarterly updates wherever and whenever you choose.

Rental statement extraction for landlords

Feature

Easily transform messy rental statements into neat, digital entries. We’ll automatically extract income and fees from agency statements, match them to your properties and assign accounting categories.

Read more

Reconciling a single bank payment against a complex list of rent, management fees and repair bills is a major headache. We’re using automation to transform those messy PDF statements into neat, digital entries that align perfectly with your bank transactions.

By automating the categorisation and reconciliation process for landlords, we’re removing the disjointed manual workflow that leads to errors, ensuring your property accounts are always accurate and up to date.

E-commerce marketplace reconciliation with Equali integration

Integration

Automatically reconcile and post sales, fees, refunds and taxes from your e-commerce marketplaces into FreeAgent with our Equali integration. This allows practices and small businesses to replace spreadsheets with accurate, audit-ready VAT and year-end records.

Payrolling benefits

Feature

Report non-cash Benefits in Kind in real-time via payroll to ensure compliance. Calculating car and non-car benefits directly within the payroll workflow reduces manual work.

Automated compliance checks

Practices
Feature

Automatically detect and flag potential tax errors, transaction errors and duplicate entries to increase accuracy, save time and avoid costly penalties.