Free licences for your clients
Yes, you read that right - if your clients have NatWest, Royal Bank of Scotland or Ulster Bank NI business current accounts or a Mettle account, they’re eligible to use FreeAgent absolutely free!
How it works
Any clients who have a NatWest, Royal Bank of Scotland or Ulster Bank NI business current account or a Mettle account can use FreeAgent for free. Get them set up straight from your dashboard or if they already have a FreeAgent account, you can transfer them to a free licence.
Your clients will get all of the same core features as they would for a paid account and you can still decide on the level of access to give each user.
If any of your clients are on the lookout for a dedicated account for their small business, then Mettle, the free digital business account by NatWest, could be a great option. A Mettle account is easy to open, completely free with no hidden costs or transaction fees and, as an additional benefit, provides your clients with access to FreeAgent for free.
Mettle accounts are suitable for:
- sole traders and limited companies with up to two owners
- accounts with balances of up to £100K
- companies based in the UK
For more information on eligibility, visit Mettle's website.
In order to qualify for this offer your clients need to make Mettle their primary business account in FreeAgent. Many of your clients’ bank transaction explanations will then automatically sync between Mettle and FreeAgent.
To introduce this exciting opportunity to your clients, download our handy PDF guides that you can share with them.Download Mettle PDFs
As FreeAgent is part of the NatWest Group, we can offer more opportunities and additional benefits for you and your clients:
Opportunities for growth
NatWest, Royal Bank of Scotland and Ulster Bank NI have a network of Business Growth Enablers (BGEs) around the UK. BGEs help local businesses grow and host local networking events. If you take up the opportunity to speak at one of these events, you might find your next client in the audience.
The banks also run an Entrepreneur Accelerator programme from 12 locations across the UK. There is an online Pre-Accelerator for startups, in addition to Accelerator and Fintech programmes for scaling businesses:
- Pre-Accelerator: an intensive, eight-week programme for early stage startup entrepreneurs.
- Accelerator: a six-month programme for entrepreneurs with high-growth businesses who are looking to scale up.
- Fintech: six-month programmes, with hubs located in Bristol, Edinburgh, London and Manchester, all starting in April and October each year.
The programmes are fully funded by the banks. You can find more information here from NatWest, Royal Bank of Scotland and Ulster Bank NI.
Real-time banking data
Clients with NatWest, Royal Bank of Scotland or Ulster Bank NI business current accounts or a Mettle account can securely import their banking data straight into FreeAgent via bank feeds.
You and your clients will then have access to up-to-date NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle banking data every single day.
What do other accountants think?
“We have been using FreeAgent since 2011 and we were delighted when the connection with NatWest was announced. It's great to be able to offer clients a solution for MTD for VAT that is excellent for their needs - and free!
Virtually all our existing NatWest customers have taken up a new, free licence and most of our business startups go to NatWest as their bank of choice. As a forward-thinking practice, we've attended various local Boost events with NatWest and FreeAgent, and this has had a very positive effect on our new client numbers in recent months.”
Towers + Gornall Ltd
Frequently Asked Questions
Who is eligible for a free account?
FreeAgent is free for all NatWest, Royal Bank of Scotland or Ulster Bank NI business current account customers for as long as they maintain their business banking current account.
FreeAgent is also free for anyone signing up and using Mettle. Mettle accounts themselves are also completely free of charge so it’s a great combination for small businesses and freelancers.
Will my clients get the full FreeAgent product?
Yes, your clients will have access to the complete FreeAgent product with all the same core features as a paid account. You will be able to decide on the level of access to give each user.
How do I add an eligible client to my dashboard?
It’s easy! If your client is new, just follow our step-by-step support article on adding a NatWest, Royal Bank of Scotland or Ulster Bank NI client to FreeAgent, or see our guide to setting up a new client with a Mettle account. You can also switch a client’s existing FreeAgent account to a free NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle licence if they are eligible.
Can my clients connect their bank account to FreeAgent?
FreeAgent was the first accounting software to introduce Open Banking bank feeds. Your clients can securely connect their NatWest, Royal Bank of Scotland or Ulster Bank NI business current account or their Mettle account to FreeAgent and gain access to their most up-to-date banking data every single day.
Free licences for NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle clients
Creating a free licence for NatWest, Royal Bank of Scotland or Ulster Bank NI business banking clients or Mettle account holders on your dashboard is simple. We've created a simple guide for you:Find out more about adding clients