FreeAgent discrepancies…. How to handle

[NeverSplitTheDifference]

I have a small business. It was my main trading vehicle from 2018 to 2022 then was just the vehicle for a side hustle for the following 3 years as I was employed.

In its early days I had had a 2nd bank account so did some manual adjustment so I paid the right amount of tax. In other words, my tax returns/accounts are right but my FreeAgent book-keeping is wrong - it is not reconciled to them. There is an invoice from 2018which FreeAgent shows as outstanding but which was paid into the old bank account, etc, etc.

i have no doubt my accountant made other adjustments as well…but without adjusting the erroneous explanations to the FreeAgent entries. For instance, I see from HMRC that I have a capital allowances balance, I never made bookkeeping entries for this - the accountant will have corrected the explanations.

I don’t mind continuing to use an accountant but right now they are “mysteriously” adjusting for the accumulated FreeAgent errors and so I’m not in control. I’d really like to get on top of my company finances this year.

FreeAgent has naturally recommended its Co-pilot accountancy service.

is this the best solution, or should I engage with my existing accountant who knows/is adjusting for the errors but isn’t an expert on how to fix the FreeAgent book-keeping aspect? How can I most efficiently help the chosen advisor help me?

I use freeagent for DH’s accounts, it’s very reliable on the whole but it sometimes ‘guesses’ the wrong category for things.
A couple of times it’s put a bank transfer out of his linked business account as a salary expense rather than as drawings - I only noticed when I checked over the pre filled tax return and my salary was higher than it should be, other times it’s put a sub contracting payment as ‘sales’, which isn’t a problem other than I like to keep the two separate.
Can you not go through it and check the categories? The website is better than the app for that, it’s easy to spot if something is in the wrong place and easy to change.

Thank you