A FreeAgent Integration Partner platform for at-a-glance dashboards with up-to-the-minute financial data for all your clients from as little as £2 per client p/m
Keep the personal touch at scale. Brand the dashboard, harness integrated Loom video for your commentary and offer your FreeAgent clients insights based on their latest financial data, making your team indispensable and your clients impressed.
Subscribe in client bundles, with simple monthly pricing from as low as £2 per license. If you have more than 100 clients, get in touch for a custom plan
Dividends available
Salary available
Expenses available
Available funds
Directors loan balance
Bank balance
Estimated Corporation Tax
NI/PAYE to date
Estimated VAT due
Simply connect Vaulta with your FreeAgent account and all of your customers are automatically set up for you.
Vaulta automatically assigns your account managers and you can edit and add to them at any time.
Choose the most useful Vaulta dashboard for your client in a click of a button.
Connect Vaulta with your Loom account to bring your reporting alive.
Automatically generate PDF reports and control when your client sees their data.
A FreeAgent Integration Partner, the unique Vaulta platform enables you to access up-to-the-minute financial information for all your FreeAgent clients, automatically creating dashboards and sending financial snapshots to their inboxes under your control from as little as £2 per client p/m.
Check your email and follow the steps to integrate with your FreeAgent account.
