Accounting Software & Integrations
Every Clever Accounts client gets FreeAgent — award-winning accounting software — included free with their package. Connect your bank, submit VAT returns directly to HMRC, and manage your finances in real time.
Already using Xero, QuickBooks, or Sage? No problem — our accountants work with all major platforms and you don't need to switch.
FreeAgent Platinum Partner
FreeAgent — Included Free with Every Package
Clever Accounts is a FreeAgent Platinum Partner — the highest accreditation FreeAgent awards. This means our accountants are fully trained and certified on FreeAgent, and we're recognised as one of the UK's leading FreeAgent practices.
FreeAgent normally costs up to £33/month. With Clever Accounts, it's completely free — included as standard in every package, for as long as you're a client.
Official Status
FreeAgent Platinum Partner
The highest accreditation awarded by FreeAgent
Browser & Desktop
iOS & Android App
MTD Ready
Open Banking
Already using FreeAgent? If you're on FreeAgent with another accountant, switching to Clever Accounts is straightforward — we take over as your Practice and you keep all your existing data.
Everything FreeAgent Does
FreeAgent is a full-featured accounting platform — not just bookkeeping software. Here's what's included.
Professional Invoicing
Create and send branded invoices in seconds. Automatic payment reminders, recurring invoices, and real-time payment status — all from your browser or the app.
Expense Tracking
Snap receipts on your phone and log expenses on the go. Mileage tracking built in. Never miss a tax-deductible expense again.
Open Banking
Connect your UK bank and transactions import and categorise automatically. No more manual data entry — your books stay up to date in real time.
Real-Time Dashboard
Your profit, tax position, cash flow, and upcoming bills — all visible at a glance on your desktop or phone. Know exactly where you stand, always.
iOS & Android App
Full-featured mobile app for contractors, sole traders, and business owners on the move. Raise invoices, snap receipts, and check your dashboard anywhere.
MTD Compliant
HMRC-recognised MTD-compatible software. Submit VAT returns directly to HMRC with one click — no bridging software, no manual uploads. Income Tax MTD ready for 2026.
Real-Time Tax Estimates
FreeAgent calculates your corporation tax, self assessment liability, or VAT in real time as you record transactions — no nasty surprises at year end.
Payroll Integration
Run payroll directly within FreeAgent. RTI submissions to HMRC handled automatically. Auto-enrolment pension support included.
Multi-Currency
Invoice international clients in their local currency. Foreign exchange gains and losses handled automatically. Ideal for exporters and online sellers.
Open Banking
Connect Your Bank — Transactions Import Automatically
FreeAgent's open banking integration connects directly to your UK bank account. Every transaction imports automatically, ready for your accountant to review and categorise.
Barclays
High Street
HSBC
High Street
Lloyds Bank
High Street
NatWest
High Street
Santander
High Street
Halifax
High Street
Starling Bank
Digital
Monzo Business
Digital
Metro Bank
Challenger
Tide
Business
Automatic Import
Transactions pull in from your bank daily — or in real time with supported banks. No more exporting CSVs or manually entering bank statements.
Smart Categorisation
FreeAgent learns your spending patterns and categorises recurring transactions automatically. Your accountant reviews anything unusual each month.
Read-Only Access
Open banking provides read-only access to your transactions. No one can initiate payments — it's purely for importing transaction data securely.
Software Flexibility
We Also Support Xero, QuickBooks & Sage
While FreeAgent is our recommended platform (and included free), we don't insist you switch. If you're already using other software and prefer to stay, our accountants are experienced across all major platforms.
Xero
Best for: Growing businesses, multi-user teams, ecommerce
A popular choice for businesses with more complex needs. If you're already on Xero and don't want to switch, we work with you seamlessly. Our accountants are Xero-certified and experienced across all plan types.
QuickBooks
Best for: Sole traders, retail, ecommerce sellers
Well-known across the UK and US, QuickBooks suits a wide range of businesses. If you prefer QuickBooks, our accountants are experienced with it — including QuickBooks Online and Desktop versions.
Sage
Best for: CIS contractors, construction, larger payrolls
A stalwart of UK accounting with strong payroll and CIS features. We support Sage users — particularly those in construction, with CIS obligations, or who have larger payrolls requiring dedicated payroll software.
Not sure which software is right for you? Speak to our team and we'll recommend the best fit for your business.
Making Tax Digital
MTD-Ready Integrations — Direct HMRC Connection
FreeAgent connects directly to HMRC's MTD API. No bridging software, no CSV exports, no manual submissions. Everything flows automatically.
MTD for VAT — Live Now
ActiveFreeAgent submits your VAT returns directly to HMRC in real time. No bridging software. No manual uploads. Fully MTD for VAT compliant since 2019.
MTD for Income Tax — April 2026
Coming April 2026Sole traders and landlords with income over £50,000 must submit quarterly updates from April 2026. FreeAgent handles all four quarterly submissions plus the final declaration automatically.
MTD for Corporation Tax — Future
FutureMTD for Corporation Tax is on HMRC's roadmap. FreeAgent is expected to be compliant ahead of any deadline. We'll proactively update all clients when dates are confirmed.
HMRC Direct Connection
No Bridging SoftwareFreeAgent connects directly to HMRC's Making Tax Digital API. There's no need for bridging software, CSV exports, or manual entry — everything flows directly from your records to HMRC.
Getting Started
Up and Running in Three Steps
From sign-up to fully connected accounts in under an hour. No technical knowledge needed — we handle the setup.
Sign Up with Clever Accounts
Choose your package and complete sign-up online in minutes. No setup fee, no minimum contract. Your dedicated accountant is assigned immediately.
We Set Up Your FreeAgent
We configure your FreeAgent account for your specific business type — sole trader, limited company, landlord, or contractor. Chart of accounts, VAT settings, payroll if needed — all done for you.
Connect Your Bank
Open banking connects your UK bank account to FreeAgent in under two minutes. Transactions import automatically from day one. Your accountant reviews and categorises anything that needs attention.
FreeAgent Platinum Partner
Get All of This Free with Clever Accounts
FreeAgent included free. Open banking. MTD-ready. Dedicated accountant. No setup fees. No minimum contract. Join 10,000+ businesses already with Clever Accounts.