Chart your course: navigate your numbers for better planning

Recorded on 18th June 2026

Get to know your numbers with our wonderful support accountants Nathan and Mike, as they take you on a journey through your reports in FreeAgent. They identify the key information you can learn from your FreeAgent account and show you how to navigate each report to understand your current financial position.

Watch this short recording and learn how to:

• improve your efficiency by understanding your long-term and day-to-day finances
• identify potential problems by projecting your cashflow 90 days ahead
• check how you’re performing in the wider market by comparing yourself to similar businesses

Plus, find out how connecting your FreeAgent account with NatWest, Royal Bank of Scotland, Ulster Bank or Mettle can unlock savings and turbo-charge your insights.