Build your own cloud accounting tech stack

Integrate active easily with the rest of your cloud tech-stack to create seamless, automated, end-to-end workflows

Active Integrations

xero

 2-way integration to sync data from your Xero ledger into Active, and push journals and adjustments back to Xero.

QuickBooks

2-way integration to sync data from your QuickBooks ledger into Active, and push journals and adjustments back to QuickBooks

Excel

Open your workpapers within Excel (Microsoft 365) and have automated, pre-populated worksheets so you can get to the heart of the numbers.

FYI

Integrate document management into your compliance workflow. Preparers can add supporting evidence and reviewers can easily check it without jumping between apps.

XPM

Keep a single client list within Xero Practice Manager and link this to Active so your clients are already listed and ready to work on. Have your staff, office and other key information pre-populated for each client from XPM.

iManage

Seamlessly search and link documents from iManage directly within Active Workpapers, eliminating the need to switch between applications.

CloudCapcha

No more manual timesheets. CloudCapcha are a team of aspiring professionals just like you.  They are committed to fixing a critical problem they see within the professional services world.  Wasted time. They are here to help you become the exceptional professional you aspire to be.

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

“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.

When I create my workpaper file, can I pull through additional data as required?
If I create a journal in the system, will it show in Xero or Quickbooks?
If I create a journal in Xero, will it show in workpapers?
 If I’ve got a client on Oracle or Sage Line 50, can I bring this data in?
How long does it take to get set up with Active?
Can I use Active only for Workpapers and export the rest to IRIS or CCH?
How do the two-way integrations with Xero/QuickBooks work?
Do I have to purchase the entire suite or can I choose modules?
How does the Excel split-pane integration get set up/work?
How connected is FYI Docs?

Ready to take accounting to the cloud?
Get Active.

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