Guides
Short, practical videos to help you get the most out of FreeAgent and Making Tax Digital. Tap a video to play it.
Getting started with FreeAgent
Set-up, the dashboard and your first look around, including how to work alongside your accountant.
Get started with FreeAgent and your accountant
Getting started with FreeAgent for sole traders
Getting started with FreeAgent for landlords
Why small business owners love FreeAgent
Understand your FreeAgent dashboard
Making Tax Digital for Income Tax
What changes from April 2026, in plain terms: quarterly updates, the final declaration and what HMRC expects.
MTD in 60 Seconds
Dom Video episode 1
Dom Video episode 2
Dom Video episode 3
Invoices, expenses & banking
Day-to-day jobs: raising invoices, capturing receipts, and keeping the bank feed tidy.
Amazon Sellers
Tyl by NatWest
How to create an invoice
How to record an expense
Track expenses on the go
Link your bank account to FreeAgent
Open Banking feeds
Set up and manage a project
Invoicing in FreeAgent
Expenses in FreeAgent
Banking in FreeAgent
Accounting in FreeAgent
Estimates in FreeAgent
The FreeAgent mobile app
Photograph a receipt, check who owes you money, and keep records straight from your phone.
Mobile App in 60 Seconds
Smart Capture
Introducing the FreeAgent mobile app
Your dashboard on the mobile app
Create an expense with the app
Create invoices on the mobile app
Real client stories
How other small businesses use the software through a full year.
Christmas & FreeAgent
How Mette took control of her business finances
How David keeps up with his finances
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