The tool doesn´t have any search or order columns in any of its views ( bank statments, expenses, invoices ). That is a very basic capability. Also, The system doesn´t have any id for expenses. This means that when you update an expense this expense doesn´t have allocated an id, therefore when you download your data, it doesn´t have any order, and all your pictures of them have the same name. Finally, Freeagent doesn´t allow to dowload your own data. Only a CSV summary of each main page. If you work with different currencies, only shows a gross numbers, it doesn´t have the same order that in the web view, not all columns are included. You need to enter all by yourself in order to have a back for your accountant or you need to pay extra money to other services in order to back up your own data. I don´t recommend this tool, if you eventually want to use your data for HMRC, don´t rely on it. I am thinking moving to Xero, after a year with FreeAgent. I am tired of the lack of basic tools. I think it would be ok if it is free but if you have to pay 29 GBP monthly use Excel.