Active + Excel

Bring all your clients into a standardised workflow, even those not yet on cloud bookkeeping. With Active’s Excel integration, you can import trial balances, keep everything structured, and roll over workpapers effortlessly—ensuring consistency across your firm.

Create a unified way of working by bringing trial balances from non-cloud clients into Active.

Ensure your team has all the necessary data by seamlessly adding supporting documents and queries.

Roll over workpapers with prior period figures intact for a more efficient workflow.

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What is Active + excel?

Not all clients are on cloud bookkeeping, but that doesn’t mean they have to be left out of your streamlined workflows. Active’s Excel integration lets you import trial balances via CSV, ensuring that all client data is captured and processed in the same structured format. Maintain a clear, standardised approach across your firm while keeping full flexibility to manage client-specific details.ons stay accurate and up to date. By pulling trial balance data directly from Xero, you can standardise workflows, improve efficiency, and cut down on repetitive manual tasks. With 2-way sync, journals created in Active can be automatically posted back to Xero, keeping everything in sync without extra effort.

How it works

Import the Client Trial Balance

Easily bring trial balance data into Active by uploading a CSV file—no cloud accounting system required.

Maintain a Standard Binder Format

Keep consistency across your firm by using the same binder structure while adding any necessary supporting documents, queries, or custom data.

Roll Over for the Next Period

Save time with a seamless roll-over process that retains prior period figures, ensuring continuity and efficiency year after year.

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Active + Excel

What is Active + excel?

How it works

Import the Client Trial Balance

Maintain a Standard Binder Format

Roll Over for the Next Period

Questions? We have answers…

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.