Switch from FreeAgent to SwiftBooks Pro.
Switching from FreeAgent is free on every plan, including Solo. We import the records the tool can take. Projects and timesheets in SwiftBooks Pro are Business+. Re-import bank CSV after go-live.
Your history comes with you.
FreeAgent users often move when they outgrow feature limits — multi-currency, multi-user and inventory — without losing the UK-context that made FreeAgent feel familiar. Here's what comes across.
Customers, suppliers & projects
Customers, suppliers and projects — FreeAgent's project structure maps cleanly to SwiftBooks Pro projects.
Chart of accounts
Your full chart of accounts with UK Self-Assessment categories preserved.
Transactions & bank feeds
Transaction history we can import. There is no Open Banking feed to reconnect — use CSV Smart Bank Import.
Four steps, handled for you.
Start your free trial
Begin a free SwiftBooks Pro trial and tell our migration team you're moving from FreeAgent.
Connect FreeAgent
Connect your FreeAgent account or share access so we can pull your data via FreeAgent's API.
We map & import
We map your chart of accounts and import customers, suppliers, projects and transactions we can take from the export.
Reconcile & go live
You verify opening balances and history, then go live. Re-import bank CSV.
Common questions
Is migrating from FreeAgent free?
Yes. Free on every plan, including Solo. Every company on Multi-Company and Practice.
How long does a FreeAgent migration take?
Timing depends on the size of your ledger. We do not advertise a day-count SLA.
What gets migrated from FreeAgent?
Customers, suppliers, chart of accounts and transaction history we can take from the export. Re-import bank CSV here. HMRC filing records are not copied.
Will my VAT and MTD history be preserved?
Invoice figures we can import stay in the ledger.
Do I have to re-key any transactions?
No. We migrate your history directly, so there's no re-keying.
Grow without hitting limits.
Start your free trial and our team will bring your FreeAgent history across — reconciled, digital records, with no re-keying.