January 19, 2026
Month-end should feel smooth. You open your dashboard, review performance, build reports, and share insights that matter. But when some clients use different accounting platforms, that flow can break and you end up with extra steps, spreadsheets, and time lost.
Today, that changes. Fathom now integrates directly with FreeAgent, so you can bring every client into the same workflow and deliver the same depth of insight without compromise.
We kept hearing the same story from UK practices:
“We love Fathom for Xero and QuickBooks clients, but for FreeAgent? We’re stuck in Excel.”
You shouldn’t need a separate workflow just because a client uses FreeAgent. With this new integration, you can manage every client in one consistent process.
For accountants, that means less time switching tools and more time adding value. For businesses, it means faster access to clear, visual reports that help answer the big questions:
Can we afford to hire? What happens if revenue dips? How do we plan for growth?
We partnered with FreeAgent to build a full, native connection without workarounds or difficult mapping.
“In today’s climate, small businesses need agility and insight. Accountants are evolving from compliance to advisory. By partnering with Fathom, we’re giving practices the tools to deliver deeper, visual insights, forecasting and scenario modelling, so they can answer the questions that really matter.”
— Stewart Hurd, CSO at FreeAgent
One portfolio, one workflow. FreeAgent clients now sit alongside Xero, Sage, and QuickBooks clients in the same dashboard. No more context switching.
Time back on every client. If you’ve been spending 30 minutes in Excel to build a report, expect that to drop to around 10 minutes in Fathom, with most of that time going towards reviewing and adding your commentary.
Consistent quality. Every client gets the same standard: clear visuals, branded reports, KPI tracking, and forecasting tools.
When accountants spend less time wrangling spreadsheets, they spend more time on what matters: helping businesses plan for the future. With Fathom and FreeAgent together, businesses get reports that make sense, forecasts that answer “what if?”, and insights that turn numbers into decisions.
Adding a FreeAgent client is simple:
Access is read-only, and security is covered with SOC 2 Type II and GDPR compliance.
Connect your FreeAgent clients now and keep everything in one place: Jump straight learn how to import financials from FreeAgent
Or, if you’re ready to connect right away: Connect your first FreeAgent client
Start a free 14-day trial and connect FreeAgent to see how reporting and analysis fit your workflow. During the trial, you can connect up as many clients you want to run a realistic month-end.
There is no separate add-on fee for FreeAgent. Depending on your plan and usage, adding a company to your current Fathom plan may increase your overall cost (as it would for any additional company).
Both plans support FreeAgent.
Budgets cannot be imported directly from FreeAgent at this time. You can either import a budget from Excel or create a budget in Fathom using the forecasting tool. For step‑by‑step guidance, see our Help Centre article.
Yes. We use OAuth for authentication with read‑only access, and we’re SOC 2 Type II certified and GDPR compliant.
Ready to make reporting easier and insights deeper?
Start your free trial or connect your first FreeAgent client today.
Ellery is a Product Manager at Fathom. He loves working with technical teams on complex problems and finding the best way to deliver an awesome customer experience. Ellery has a background in Game Development as a Game Designer before he moved into the SaaS space and holds a Bachelor's in Game Design. Ellery has two dogs, three cats and likes to play tabletop RPG's of all varieties.
.png)
.png)
.png)