Current operating records
Clients, opportunities, projects, resources, time, expenses, documents, invoices, payments, accounting, permissions, reports, configuration, and identifiers.
FreeAgent presents small-business accounting with bank feeds, estimates, projects, time, expenses, invoices, recurring billing, payment reminders, online payments, reconciliation, tax workflows, cash-flow context, and financial reports, with strong United Kingdom tax support.
Clients, opportunities, projects, resources, time, expenses, documents, invoices, payments, accounting, permissions, reports, configuration, and identifiers.
Intake, commercial handoff, scheduling, delivery, time, cost, client decision, invoice, payment, reporting, exception, export, and closeout.
Coverage, source ownership, balances, access, exports, configuration, implementation work, integration risk, reconciliation, and rollback remain visible.
The useful product is the one your team can keep current while preserving ownership, evidence, and the client relationship.
Inventory active records, scheduling or finance rules, workflows, client behavior, permissions, reports, templates, integrations, configuration, plan dependencies, and source identifiers.
Rebuild one representative relationship from intake through project, resources, time, cost, invoice, payment, reporting, renewal, and closeout.
Test missing data, changed scope, unavailable resource, incorrect rate or tax, failed integration, permission boundary, correction, export, and recovery.
Compare specialist depth, operating clarity, client experience, finance boundary, administration, implementation, regional fit, total stack cost, and migration risk.
Confirm current plan availability, limits, integrations, and migration behavior directly with each provider.
Product facts checked against FreeAgent accounting features on 2026-08-09.
A team may need a different balance of specialist depth, client experience, delivery, finance, scheduling, configuration, integrations, administration, regional fit, or price.
Use one active client workflow with real roles, resource and financial records, an integration boundary, a meaningful exception, export, and recovery scenario.
Start with active clients and work, future commitments, resource bookings, signed records, unpaid invoices, payment evidence, permissions, and source identifiers.
Start with one active client and the hardest normal exception.