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Description

FreeAgent is a web-based accounting solution designed specifically for small business proprietors, freelancers, and their financial advisers. With a user base exceeding 60,000 companies, FreeAgent integrates a comprehensive suite of accounting features into a single platform, including invoicing, expense tracking, project management, and sales tax functionality, enabling business owners to devote less time to financial tasks and focus more on expanding their enterprises. Additionally, FreeAgent offers seamless synchronization with bank accounts, allowing for the automatic importing of transactions for enhanced convenience. This all-in-one approach not only streamlines financial management but also empowers users to make informed decisions for their businesses.

Description

AI seamlessly converts bank feeds into accurate accounting with a remarkable 95% precision, as recognized by Forbes' AI benchmark. This system is fully automated and can be tailored to suit individual client needs, resulting in usage rates that are tenfold compared to traditional banking platforms. An impressive 85% of users access their accounts monthly, showcasing the platform's effectiveness. The rise of open banking, driven by neobanks such as Google, Intuit, PayPal, and Square, poses fresh challenges to your business banking revenue streams, affecting areas like deposits, loans, and payments. To enhance your net banking revenue, leverage real-time cross-selling opportunities and maximize the potential of your existing small business clientele through Smart Advices™ powered by OneUp. The OneUp platform is built on an API framework to guarantee quick integration while providing the necessary customization and adaptability for your initiatives. It effectively presents income, expenses, and overall profitability for specified periods in chosen currencies, thanks to the data processing capabilities of OneUp AI, which translates bank feeds into precise accounting entries. This innovative approach not only streamlines financial management but also empowers businesses to make informed decisions based on real-time data.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace Yes 
Axis LMS Yes 
Basecamp Yes 
Cognito Forms Yes 
Cyclr Yes 
Cyfe Yes 
Dext Yes 
FirstOfficer Yes 
Float Yes 
Formstack Documents Yes 
Kindo Yes 
Maintenance Care Yes 
Matters.Cloud Yes 
Motileo Yes 
Nekton.ai Yes 
VisitorTrack Yes 
Workato Yes 
Workers by Delos Yes 
Wufoo Yes 

Integrations

Google Workspace Yes 
Axis LMS No 
Basecamp No 
Cognito Forms No 
Cyclr No 
Cyfe No 
Dext No 
FirstOfficer No 
Float No 
Formstack Documents No 
Kindo No 
Maintenance Care No 
Matters.Cloud No 
Motileo No 
Nekton.ai No 
VisitorTrack No 
Workato No 
Workers by Delos No 
Wufoo No 

Pricing Details

$20.00/month
US $10/month for 6 months, then just US $20/month
Free Trial Yes 
Free Version No 

Pricing Details

$9 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FreeAgent Central

Founded

2007

Country

United Kingdom

Website

www.freeagent.com

Vendor Details

Company Name

ONE UP

Founded

2011

Country

United States

Website

www.oneup.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing No 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing No 
Check Processing No 
Collections Management No 
Online Payment Processing No 
Overpayment Processing No 
Partial Payments No 
Receivables Ledger No 
Recurring Billing No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments No 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management No 
Warehouse Management No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking No 

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