• Cut preparation time from 1-2 days to 20-40 minutes
• Use internet bank statements
• Categorise Income & Expenses Automatically
• Reports for profitability, job costing and budgeting
• Powerful invoice management systems
• Make significant time and cost savings
• Best of all you do not require any bookkeeping experience
• Transfer financial data from internet bank sites
• Recognises transferred data by description
• Files data into accounts
• Makes tax returns a breeze
• Adjust accounts for private use
• Prepares Budgets

  
for Small Business
• Use internet bank statements and categorise income and expenses automatically
No bookkeeping experience required
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for Accountants
• Remotely manage your clients
• Powerful business reporting
• Automatically completes bank reconciliations
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for MoneyManager

• Monthly/quarterly budgeting
• Loans and Cash Management
• Takes an hour to learn

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The financial planning and broking industry is becoming more and more competitive. To keep abreast of your opposition B-free Personal can be used as a powerful tool you can use to lower your overall costs and increasing productivity. This in turn, will enable you to provide a far superior service to your customers than other financial planning organisations.

B-free Personal provides a fast and easy way for:
  • Lenders to complete a needs analysis
  • Loan approvals
  • Financial planners to monitor customers spending and saving habits and advise correct packages
  • Customers to increase their portfolios (home loan, business loan, shares, etc)
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