Start your switch: how to move your limited company accounting to FreeAgent

Recorded on 18th February 2026

It’s straightforward to switch from software (or spreadsheets) to FreeAgent. This webinar provides step-by-step help to get you off on the right foot. 

Watch this short recording and learn how to:

  • set your account up accurately by configuring your accounting dates to avoid costly tax errors
  • automate your admin by connecting bank feeds and using Guess to categorise transactions
  • import customer and supplier details into your FreeAgent contacts
  • manage your opening balances and enter correct figures for a seamless transition
  • record income and expenditure through invoicing, bills, expenses and bank explanations
  • make it yours by adding your logo and customising invoice templates