Pro tips to save your business time!

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FreeAgent
 
 
 
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 Hi Emre
 Get the most out of FreeAgent with pro tips to save you and your business time!


  


  
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 Set up your bank feed

 Set up a bank feed and watch your transactions magically import into your FreeAgent account every day.

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Connect a bank account 

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Show me how 


  


  
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 Customise invoices and set up email templates

 Choose from our gallery of invoice templates, add in your own logo and send automatic emails to customers.

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Customise your invoices 

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Show me how 

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 Set up automated invoice reminders

 Having trouble getting paid on time? FreeAgent's automated invoice reminders will nudge any late-paying clients for you.

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Create automated reminders 

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Show me how 


  


 
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Set up an online payment method

Get paid quicker by inviting your clients to pay you online.

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Activate online payments 

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Show me how 

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'Guess' transactions

Say goodbye to manual transaction explanations! Guess learns from your history to suggest them for you.

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Check it out 

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Show me how 


 



 


 

 
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HMRC-recognised software to get MTD done

We’re here to keep you compliant with the new Making Tax Digital for Income Tax rules. FreeAgent is the only end-to-end solution you need to keep digital records and file MTD directly to HMRC. And our MTD solution is included with your free account.


 


 

Have a great day,


Team FreeAgent


 


 
  
 
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FreeAgent Central Ltd

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You’re the boss! Receive the emails you like, get rid of the rest:
 
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5 October 2026 · 09:00 UTC