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.
Directors loan 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.
"This software is a fantastic boost to my collection of services. My clients love it, and I can create reports in a fraction of the time it used to take."
"Vaulta is so easy to set up, it's completely automated. It helps us add tremendous value to our clients."
"Vaulta has been an asset in terms of helping clients to understand their data, and makes my job a lot easier."
Crisp Business Group
Check your email and follow the steps to integrate with your FreeAgent account.