FreeAgent
23 Case Studies
A FreeAgent Case Study
Jupiter and the Giraffe, a nomadic design and development agency, needed cloud-based accounting software to manage its finances while its founders worked remotely around the world. The challenge was to move away from a manual, time-consuming process of tracking receipts and invoices in spreadsheets to find a solution that integrated with their bank and automated admin tasks.
FreeAgent provided the solution with its bank feed integration, which automatically updated and reconciled transactions. The software's Projects functionality helped track income and expenses per client, and its reporting features offered valuable insights into spending. The result was a fully automated financial system that saved significant administrative time and provided stress-free Self Assessment tax filing, allowing the founders to focus solely on their business.