FreeAgent launches new features and AI partnership at Accountex 2025
Platform enhancements aim to reduce time spent on reporting and expenses, as digital tools expand for accountants
FreeAgent has announced two new platform features and a partnership with AI fintech Jenesys, unveiled on the opening day of Accountex 2025 in London.
The new tools — Management Reports and Find & Fix — are designed to help accountants streamline financial reporting and reduce time spent on error correction. In parallel, FreeAgent has entered into an integration agreement with Jenesys to automate expense management using AI, allowing users to forward receipts and invoices via WhatsApp, email or fetch technology for processing.
Streamlining client reporting and corrections
The Management Reports feature allows accountants to assemble and tailor financial reports across clients, offering views by year, quarter or month and enabling comparison across date ranges. Key documents including profit and loss, aged debtors and balance sheets are grouped into one package. Future updates will include the ability to annotate reports and export data into spreadsheets.
The Find & Fix function allows users to edit up to 100 records at once, including transaction explanations and expenses. Accountants can bulk-adjust VAT rates, accounting categories and descriptions without resorting to journals or repeated manual input. A built-in edit history provides traceability across changes.
“We’re very pleased to bring these new features into FreeAgent, which we think will bring significant time and efficiency benefits to our accountancy practice partners,” said Stewart Hurd, Chief Sales Officer at FreeAgent.
“Even small bookkeeping errors can quickly snowball… you want a fast, simple way to find those errors and fix them, without spending hours clicking into individual entries or juggling journal entries.”
AI-driven expense integration with Jenesys
Also revealed at the show was a new integration with Jenesys, enabling FreeAgent users to upload receipts and invoices using Jack — an AI-powered “intelligent bookkeeper” that extracts and categorises line-item entries into FreeAgent’s general ledger.
The AI system learns how accountants prefer their bookkeeping to be handled, with the aim of delivering consistently accurate categorisation. According to the companies, the tool is expected to reduce administrative workload while giving accountants more reliable expense data.
“We’re delighted to announce this new integration partnership with Jenesys, which will save accountants and their small business clients much-needed time and stress,” said Hurd.
“Jack is a groundbreaking AI tool… small businesses spend less time having to deal with time-consuming, fiddly admin, while accountants will have more accurate data to analyse.”
Nicolai Thomson, CEO of Jenesys, added:
“By building AI that learns like humans, capturing the unique context of each client, we’re empowering accountants to achieve 10x productivity as they prepare for Making Tax Digital (MTD) without sacrificing face time with each client.”
