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Compare FreeAgent vs Salesforce Financial Services Cloud

What is better FreeAgent or Salesforce Financial Services Cloud? Getting the ideal Accounting Software for your business is essential to growing your company’s efficiency. In our platform, it is simple to assess different solutions to see which one is the appropriate software for your requirements. Here you can match FreeAgent vs. Salesforce Financial Services Cloud and check their overall scores (9.5 vs. 8.8, respectively) and user satisfaction rating (93% vs. 83%, respectively).

It's also possible to analyze the specifics of costs, terms, plans, functions, tools, and more, and determine which software offers more benefits for your business. In practice, choose the software that lets you to scale the features and price terms to complement your sales growth or lack of it.

At the moment, the most significant solutions in our Accounting Software category are: NetSuite ERP, Sage 50cloud, FreshBooks.

SmartScore™

OUR SCORE 9.5

User Satisfaction

CUSTOMER EXPERIENCE 93%

Pricing

Starting from $10

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Send estimates as well as proposals
  • Beautiful invoice templates
  • Customize invoices
  • Send recurring Invoices
  • Automated bank feeds
  • Give profit and loss statements
  • Do time tracking
  • Expense tracking and management
  • Timesheet reporting
  • PayPal, Stripe, GoCardless Integrations
  • Customizable sales tax rates options
  • Multi-currency invoicing
  • Balance sheet
  • Tax timeline
  • Sales tax reports
  • Configure sales taxes
  • Mobile app for Android devices
  • Multi-language support
  • Save or email invoices as PDF
  • Give your accountant access
  • Support
  • Easy invoicing
  • Expense management

Pricing Info

FreeAgent offers a single universal plan:

Universal Plan – $10/mo for 6 months, then just $20/mo

  • Start with 30 days free
  • Multi-currency invoicing & sales tax reporting
  • Unlimited everything
  • No contract or setup fees
  • Award-winning support
  • Save even more (pay upfront and get your first 12 months for the cost of 5! From then on, you’ll get 12 months for the cost of 10).

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Freeagent integrates with the following business systems and applications:

  • Receipt Bank
  • Rydoo
  • Kagazz
  • PayPal
  • Stripe
  • Sellwire
  • Tide
  • Revolut
  • Satago
  • Senddr
  • DebtCase
  • Capsule
  • Contactzilla
  • Basecamp
  • Planscope
  • Cushion
  • Fractal
  • Float
  • Timestamp
  • Forecast
  • MobileAgent
  • Zapier
  • Cyclr
  • DoubleAgent
  • Check Business
  • Barclays Data Services
  • Expiration Reminder

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

The perfect financial management and accounting tool for small businesses or freelancers, whether you are just starting or in the business now.

Company Email

support@freeagent.com

Contact No.

Company's Address

40 Torphichen Street
Edinburgh, EH3 8JB
UK

NOAWARDS
YET

SmartScore™

OUR SCORE 8.8

User Satisfaction

CUSTOMER EXPERIENCE 98%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Einstein Analytics
  • B2C Client Data Model
  • Client and Household Profiles
  • Financial Goal Management
  • Wallet Share Calculations
  • Client and Household List Segmentation
  • Needs Assessment Options
  • Alerts/Notifications
  • Advisor Home Page
  • Household and Relationship Groups
  • Relationship Mapping
  • Financial Account Management (Wealth and retail Banking)
  • Custom Financial Rollup Summaries
  • Wealth Reports and Dashboards
  • Referral Management
  • Banker Console
  • Banking Data Model Extensions
  • Flexible Integration Options
  • Account and Contact Management
  • Advanced Case Management
  • Case Email Auto-Response
  • Case Management
  • Chatter Options
  • Collaborative Forecasting
  • Configurable Profiles
  • Computer Telephony Integration (CTI)
  • Developer Sandbox
  • Email Integration
  • Enterprise Territory Management
  • Integration via Web Service API
  • Lead Management
  • Opportunity Tracking
  • Orders Management
  • Task Management
  • Workflow Automation

Pricing Info

Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Farmers Insurance, OneUnited Bank, United Capital, and Central Bank

Integrations

Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.

Company Email

Contact No.

Company's Address

The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States

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Almost as important as features and user support quality are pricing plans offered by FreeAgent and Salesforce Financial Services Cloud. While pricing should not be a deciding aspect it’s without a doubt an important thing to consider. You should count on a flexible pricing plan that can be adjusted to your company size and easily scaled up every time your team expands. Be sure that you don’t select pricing plans that have additional functionalities that you won’t use and always try to contact with the vendor directly because enterprises can often benefit from special pricing. You should also try out a free trial or demo of each product to spend at least some time on actual work with the system. It’s a useful experience that doesn’t require you to spend any money and provides you with a reliable overview of what it’s like to work with FreeAgent and Salesforce Financial Services Cloud.

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