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FreeAgent

Free licences for your Royal Bank of Scotland clients

Yes, you read that right - if your clients are Royal Bank of Scotland customers they can use FreeAgent for free, as long as they maintain their business current account! (Optional add-ons may be chargeable.)

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NatWest

Award-winning accounting software full of features designed specifically for small businesses and their accountants and bookkeepers.

For you

  • Get an at-a-glance view of your clients’ details and access their accounts quickly and easily from your FreeAgent Practice Dashboard
  • File your clients’ MTD-compatible VAT returns directly to HMRC
  • Explain transactions in bulk, automatically generate dividends and run reports across your whole client base
  • Access to a wide range of tools and resources including MTD guides, weekly webinars and email templates
  • Free training and accreditation to help you and your team become FreeAgent experts
  • Exclusive access to local events and development opportunities through Royal Bank of Scotland

For your clients

  • Access to FreeAgent for free as long as they maintain their NatWest business current account (optional add-ons may be chargeable)
  • Easy to use with hassle-free expense tracking, invoicing, Open Banking bank feeds and the option to explain transactions in bulk
  • User-friendly interface provides clients with an at-a-glance view of key figures, including cashflow
  • Tax timeline provides live updates of tax positions and deadlines so they can plan ahead and avoid any nasty surprises
  • Access to online resources such as business guides and weekly webinars
  • Apple and Android mobile apps allow clients to keep their accounts up to date and manage their finances on the go

We’re so proud of how much our users love our software:

John Falcon
JF Financial

Using FreeAgent has made our business more efficient and it helps us attract new clients to our practice.

Saj Sharif
Zen Consultants

Over the years, FreeAgent has allowed the user to do more and more. They’re brilliant. It’s a one-stop-shop really.

Luke Desmond Crisp Contractor

We have ambitious growth plans and FreeAgent is at the heart of those plans. The future is very promising.

Award-winning software… with award-winning support

  • Winner: 2024 UK Customer Experience Awards - SME, Silver for Customers at the Heart of Everything
  • Winner: 2024, 2023, 2022, 2020 and 2019 ICB Luca Awards, Friendliest Software of the Year
  • Winner: 2024 Contracting Awards, Best Contractor Accounting Software
  • Top Product: 2021 and 2020 AccountingWEB Software Awards, SME Accounting / Bookkeeping Software

Request a free trial

Once you submit a request form, you can either book a time slot or we'll call you within two working days. Whichever you choose, we'll be in touch to find out more about your practice and talk you through our software.

Not an accountant or bookkeeper? You might be looking for our free trial for small businesses.

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