FreeAgent to Sage Migration

Transition from FreeAgent to Sage with Switch My Books

Outgrowing FreeAgent? We’re here to help. At Switch My Books, we make moving to Sage simple, secure, and stress-free. Our experts ensure your financial data is transferred accurately, so you can hit the ground running with Sage’s powerful features. Whether you need better reporting, room to grow, or tools built for scaling your business, we’ve got you covered. Let’s make your upgrade easy—so you can focus on what really matters: running your business.

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Why Move from FreshBooks to Sage?

As your business grows, so do your accounting needs. While FreshBooks is great for getting started, Sage—especially solutions like Sage Intacct—offers the advanced tools, detailed reporting, and scalability that growing businesses need to stay on top of their finances.

Switching to Sage can help you streamline your processes, gain clearer financial insights, and manage more complex operations with ease. Whether it’s multi-entity support, deeper automation, or smarter reporting, Sage is built for businesses ready to level up.

At Switch My Books, we handle your FreshBooks to Sage migration from start to finish. Our team ensures your data is moved safely, accurately, and with minimal disruption. We tailor the process to your business, so you can focus on what you do best—while we take care of the books.

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Benefits of Choosing Sage Over FreeAgent

Thinking about upgrading from FreeAgent? As your business grows, Sage can offer the tools and flexibility you need to take things to the next level. Here’s why making the switch makes sense:

Trusted by Growing Businesses

Sage has a proven track record in the accounting and ERP space. Solutions like Sage Intacct are trusted by thousands of small and mid-sized businesses for reliability and performance.

Flexible, Scalable Pricing

Sage’s per-user pricing model often works out better as your team grows. You only pay for what you need—and add more users when you're ready.

Built for Your Industry

Unlike FreeAgent’s one-size-fits-all approach, Sage offers industry-specific solutions, whether you’re in finance, professional services, or manufacturing. It adapts to your business, not the other way around.

Easy to Navigate

Sage’s interface is intuitive and user-friendly, especially if you’re familiar with modern cloud-based systems. It’s designed to help teams work smarter, not harder.

Real Insights with Advanced Reporting

Sage offers powerful, customizable reports and real-time insights—tools like Intelligent GL™ help you make smarter decisions faster, far beyond what FreeAgent can deliver.

Your business’s needs determine whether Sage or FreeAgent is the right fit. Our team can guide you through this decision and execute a precise migration.

See if Sage is right for you.

FreeAgent vs. Sage: What’s the Difference?

If FreeAgent is starting to feel a bit limited, you’re not alone. As your business grows, so do your financial needs—and Sage might be the upgrade you’ve been looking for. Here’s how the two stack up:

Feature	FreeAgent	Sage
Scalability	Best for freelancers and small businesses	Built to grow with your business
Reporting	Basic reports and insights	Advanced, real-time dashboards and custom reports
Multi-User Support	Limited functionality	Full role-based access and permissions
Industry Fit	One-size-fits-all	Industry-specific solutions (finance, services, etc.)
Automation	Simple automations	Robust, customizable workflows
Data Visibility	Limited	Deep insights with tools like Intelligent GL™

This comparison highlights Sage’s strengths in user-based pricing and industry-specific tools, which may align better with your goals.

Our Five-Step Migration Process

Switch My Books follows a structured, efficient process to ensure your FreeAgent to Sage migration is accurate, timely, and tailored to your business needs:

This enhanced process minimizes disruptions, ensures data integrity, and helps your business operate effectively on Sage from day one.

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What’s Included in Your Sage Migration.

Our FreeAgent to Sage migration service carefully transfers all your essential financial data, ensuring everything moves over smoothly without a hitch.

Chart of Accounts

Account structures, codes, and hierarchies from FreeAgent are fully mapped to Sage.

Customers & Suppliers

Contact details, addresses, tax settings, and payment terms are transferred accurately.

Invoices & Bills

Historical and open transactions, including line-item details, are moved to Sage.

Payments & Credits

Applied and unapplied payments, credits, and refunds are included.

Bank Transactions

Historical and reconciled bank data are transferred to maintain continuity.

Journals & Adjustments

Manual entries and corrections from FreeAgent are preserved in Sage.

Payroll Data (if applicable)

Employee profiles, salaries, and tax filings are migrated.

Attachments & Notes

Supporting documents and notes are transferred where supported by Sage.

Why Businesses Trust Switch My Books

With over a decade of experience, Switch My Books is the trusted choice for FreeAgent to Sage migrations. Here’s what sets us apart:

Proven Expertise

Our team of certified accountants and migration specialists ensures a flawless transition to Sage, backed by years of experience.

Customized Approach

We tailor each migration to your business’s unique needs, ensuring a perfect fit with Sage.

Zero Downtime

Our efficient process keeps your business running smoothly during the migration.

Dedicated Support

From planning to post-migration, our team provides ongoing assistance to ensure success.

Additional Benefits of Sage

Migrating to Sage offers long-term advantages for your business:

These benefits can drive up to 250% ROI and 65% productivity gains, as reported by businesses using Sage.

Take the Next Step

Don’t let worries about switching slow you down. Moving from FreeAgent to Sage with Switch My Books can boost your ROI by up to 250% and increase productivity by 65%. Get started today with a free consultation and find out why thousands trust us to make their accounting transitions easy.

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Frequently Asked Questions

Switching from FreeAgent to Sage is a big step, and we understand you may have questions. Here are answers to some of the most common concerns to help you feel confident about the move: