Active + FYI

Speed up reviews and keep client documents organised with Active’s seamless FYI integration. Quickly link supporting documents to accounts, ensure everything is up to date with auto-saving, and make reviews effortless.

Keep supporting documents in the right place and easily accessible.

Quickly attach files to accounts for better visibility.

Ensure client documents stay up to date with automatic binder backups.

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What is Active + FYI?

Active’s integration with FYI ensures that all client documents are accessible and securely stored without extra admin work. Link supporting files to workpapers, streamline the review process, and let Active handle auto-saving—so your team can focus on accuracy, not file management.

How it works

Select & Attach Documents

Once connected, browse available FYI documents directly within Active and link the necessary files to workpapers.

Simplify the Review Process

Reviewers can easily access linked documents within the system, ensuring everything they need is in one place.

Auto-Save to FYI

When workpapers are complete, Active automatically saves a copy of the binder into the FYI client cabinet for secure storage.

Why Firms Love Active + FYI

A smarter way to manage accounting documentation—seamless, efficient, and always up to date.

Standardise your way of working
Keep all supporting documents structured and accessible in one central system.

Automated accounting workflows
Link and retrieve documents instantly, eliminating unnecessary back-and-forth.

Scale with flexibility
Maintain an organised, up-to-date document system with automated backups and structured storage.

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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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Book demo

Active + FYI

What is Active + FYI?

How it works

Select & Attach Documents

Simplify the Review Process

Auto-Save to FYI

Why Firms Love Active + FYI

“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.