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Introduce your clients to Mettle Help your clients get started with Mettle by sharing this handy web page.
Free licences for your clients
Your clients can access FreeAgent for free if they have a business current account with NatWest, Royal Bank of Scotland, Ulster Bank* or a free Mettle bank account.**
How to get started*For as long as they retain their account. **Provided they make Mettle their primary business account in FreeAgent.
A free software & banking bundle your clients will love
Our award-winning, easy-to-use accounting software will give your clients a clearer view of their finances and a better way to work with you. And if they have an eligible business bank account, they can access it for free.
Check below to see which bank account would be the best fit for your clients:
Mettle is a business bank account that - when combined with FreeAgent software - offers your clients a completely free solution for managing their finances and embracing digital record-keeping. You can use this free package to start a conversation with your clients about how you can work together more effectively.
About Mettle
Mettle is the free business bank account by NatWest that's built for the self-employed. It's protected by the Financial Services Compensation Scheme (FSCS) up to £85,000. Mettle has no hidden costs or transaction fees, and your clients can apply in minutes from their phone.
Why choose Mettle?
Mettle integrates seamlessly with FreeAgent, offering clients and their accountants cutting-edge Open Banking bank feeds, tools to automate time-consuming admin, and smarter transaction categorisation.
Suitable for:
- UK sole traders, freelancers and limited companies with up to two owners
- Businesses with account balances of less than £100,000 (limited companies) or £50,000 (sole traders)
Handy links to share with your clients:
For clients with more complex banking needs, a business current account with NatWest, Royal Bank of Scotland or Ulster Bank also gives them access to FreeAgent for free.
About The NatWest Group
The NatWest Group (including NatWest, Royal Bank of Scotland and Ulster Bank) serves 19 million customers. It offers flexible and secure banking for UK businesses.
Why choose NatWest, Royal Bank of Scotland and Ulster Bank?
These business bank accounts integrate seamlessly with FreeAgent, offering clients and their accountants cutting-edge Open Banking bank feeds, tools to automate time-consuming admin, and smarter transaction categorisation.
Suitable for:
- Established businesses
- New start-ups with strong growth ambitions
Handy links to share with your clients:
Access to all the FreeAgent features
Your clients will have access to all the same core features as a paid account. You'll also be able to decide on the level of access to give each user.
How to get started
- Make sure your client has successfully opened an eligible bank account and given you their account number and sort code.
- Follow the FreeAgent client account setup process in your Practice Dashboard and tick the 'Does your client have an eligible account?' checkbox in the 'Get a free licence' section.
- Choose either 'NatWest', 'Royal Bank of Scotland', 'Mettle' or 'Ulster Bank' and enter the client's account number and sort code.
- Your client is all set up!
- Share resources with your client to let them know about the benefits of using free accounting software and what bank account options are available.
- Your client completes the application process and opens an eligible bank account.
- Follow the FreeAgent client account setup process in your Practice Dashboard and tick the 'Does your client have an eligible account?' checkbox in the 'Get a free licence' section.
- Choose either 'NatWest', 'Royal Bank of Scotland', 'Mettle' or 'Ulster Bank' and enter the client's account number and sort code.
- Your client is all set up!
Useful resources to share with your clients
Download the PDF
Share our Mettle leaflet Download our Mettle leaflet or ask your account manager to send you printed copies.
Share the link
Tell your clients about free licences This web page explains how your clients can access FreeAgent for free.
Share eligible bank accounts with your clients
Frequently Asked Questions
Is this really free?
Yes! FreeAgent is owned by NatWest Group plc which makes completely free licences possible.
Who is eligible for a free account?
FreeAgent is free for all NatWest, Royal Bank of Scotland and Ulster Bank business current account customers, for as long as they retain their account.
FreeAgent is also free for any clients using Mettle, provided they make Mettle their primary business account in FreeAgent. Mettle bank accounts themselves are also 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 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 Practice 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 client to FreeAgent, or see our guide to setting up a new client with a Mettle bank account. You can also switch a client's existing FreeAgent account to a free NatWest, Royal Bank of Scotland, Ulster Bank or Mettle licence if they are eligible.
Can my clients connect their bank accounts to FreeAgent?
Yes! FreeAgent was the first accounting software to introduce Open Banking bank feeds. Your clients can securely connect their NatWest, Royal Bank of Scotland, Ulster Bank and Mettle accounts to FreeAgent and gain access to their most up-to-date banking data every day.