FreeAgent reporting for your property company portfolio

Connect eligible FreeAgent companies and bring their profit and loss, balance sheets and trial balances into one reporting workspace.

Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size

Check your company is eligible

UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.

Connect and review

Authorize the eligible FreeAgent company, confirm the destination portfolio and wait for the first sync. Connect each company separately. Review imported nominal accounts and your Standard mappings alongside companies connected through Xero or QuickBooks Online.

Financial reports you can compare

  • Historical profit and loss, balance sheets and trial balances.
  • Source account detail and Standard reports using mappings you review.
  • Saved reporting dates, sync status and visible mapping gaps.

FreeAgent support currently imports GBP company reports. You can include them in GBP management presentation alongside eligible Xero and QuickBooks Online companies.

Keep the reporting controls visible

Check the company's accounting dates and compare the same periods in FreeAgent. The importer splits profit-and-loss requests at accounting-year boundaries and checks balance-sheet and trial-balance consistency before accepting snapshots.

Reports use the latest successful saved sync. Opening a report does not refresh the ledger data. Review the data date, warnings and mapping coverage, then request a new sync when required.

The reporting connection does not create or change invoices, journals, payments or account codes in FreeAgent. Disconnecting stops future imports; use the app's removal controls separately to manage retained reports.

Forecasts, AI commentary, automatic property KPIs, investor-pack generation and statutory consolidation are outside the current offer.

Compare all accounting integrations

Keep your accounting platforms

One portfolio view, even when companies use different software

Connect each company through its accounting provider. Use saved financial reports and reviewed mappings to compare companies in the same workspace.

FreeAgent

UK limited companies using GBP as their base currency. Sole traders, partnerships and non-GBP FreeAgent companies are outside the current supported scope.

Explore FreeAgent reporting

The connection reads accounting data. It does not create or update invoices, journals or payments in your accounting platform. Portfolio totals support management reporting; they do not perform statutory consolidation or automatic intercompany eliminations.

Bring your FreeAgent reports together

Create an account, choose a plan and complete checkout. A 21-day trial is available once per eligible portfolio; payment details are collected and billing starts after the trial unless cancelled. Review company eligibility before subscribing.

Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size