Move from outsourcing to ownership. Let us help you migrate from Bench to FreeAgent with confidence and zero stress.
Bench provides done-for-you bookkeeping, but many businesses find it limiting when they want more control, flexibility, or real-time access to their finances. FreeAgent empowers you with an easy-to-use interface, built-in tax tools, and instant financial insights—all without waiting on someone else’s schedule.
Migrating from Bench to FreeAgent means gaining independence and agility—while keeping all of your important financial data intact.
When you switch with us, we make sure nothing important gets left behind:
We create your FreeAgent organization tailored to your business structure.
We transfer and customize your Chart of Accounts for FreeAgent compatibility.
We migrate all your historical financial data, including customers and transactions.
We handle multicurrency settings and transactions for global business accuracy.
We set accurate opening balances as of your migration date.
We securely transfer your data using encryption and secure protocols.
We configure integrations with your tools for a seamless workflow.
We provide ongoing support to ensure a smooth transition post-migration.
We guarantee no data loss with backups and expert oversight.
Our streamlined four-step process ensures a fast and hassle-free transition to FreeAgent:
We begin by reviewing your current Bench setup and understanding your business goals. This helps us create a tailored migration plan.
We clean, organize, and format your Bench data to match FreeAgent’s structure. This avoids issues during import and ensures accuracy.
Your data is migrated into FreeAgent using secure transfer protocols. We check for consistency, verify reports, and test the setup before going live.
Once everything looks right, we activate your FreeAgent account. We also offer post-migration support and walkthroughs so you’re never left guessing.
You’ll stay informed and in control throughout the entire process.
We support businesses across the globe, including:
Individuals and solo professionals looking for a simpler way to manage projects, invoices, and taxes in FreeAgent.
Firms managing client portfolios who want to move records quickly and accurately into FreeAgent.
Companies operating in multiple currencies and regions that require consistent global reporting and compliance.
Established teams that need a scalable yet accessible accounting tool to move away from ERP-level complexity.
Digital sellers and service providers managing high-volume transactions, inventory, and payments online.
Fast-moving teams that want modern, flexible accounting as they scale their operations and expand into new markets.
Wherever you’re based—in the UK, US, EU, or internationally—our team ensures your data arrives clean, complete, and ready to go inside FreeAgent.
At Switch My Books, we cater to businesses of all sizes, including those with global operations. Our FreeAgent Migration Service is equipped to handle the complexities of international accounting, ensuring that your multicurrency transactions, foreign supplier data, and compliance with various tax jurisdictions are seamlessly migrated to FreeAgent. With our expertise, you can trust that your global financial data is in safe hands, allowing you to focus on growing your business without worrying about the intricacies of cross-border accounting.
Switch My Books is your trusted partner for accounting software migrations. Here’s why businesses choose us:
Years of hands-on experience help us deliver accurate migrations, no matter your industry or accounting setup.
We transfer your financial data safely using encryption and follow the best security practices at every stage.
We adjust your FreeAgent setup to reflect your original system, so everything works just how you like it.
We stick to a set schedule, so your day-to-day operations keep running without unexpected stops.
With Switch My Books, you’re not just moving software—you’re getting a partner that ensures you land on your feet.
Let’s take the hassle out of switching. Move from Bench to FreeAgent with a team that handles everything for you.
Most Common Questions About Bench to FreeAgent Migration
