A flexible, scalable, cloud-based solution for workpapers, accounts, and tax

Whatever your accounting needs, Active helps you to standardise and automate your compliance workflows in one place.

Why choose Active?

Modular, integrated, cloud platform

Use as much (or as little) as you need, integrate with the rest of your cloud tech-stack, and build powerful end-to-end workflows for workpapers, accounts, and tax.

Standardise across your client base

Easily create flexible workflows or templates for different client types - whatever their accounting needs - and standardise across your entire firm.

Tightly integrated and familiar Microsoft environment

With Active’s deep integration into Microsoft and Office 365, you can enjoy the productivity perks of a familiar environment with our powerful accounting functionality on top.

Workpapers, accounts, and tax - in one place

A flexible, automated, end-to-end workflow from workpapers through to CT600 completion.

WorkPapers

2-way integrations with Xero & QuickBooks mean you can focus on the accounting whilst we automate the data entry. Standardise your Workpapers workflow in a familiar, locked-down Excel environment.

Accounts

Ledger & Reporting creates a set of accounts quickly and effortlessly with tight integrations into Workpapers. Complete accounts through to review with minimal changes and updates needed.

Tax

COMING SOON

We’re building something powerful behind the scenes.
Active Tax is coming soon—made to simplify CT600s and save you hours.

Data

Visualise the work being done in your firm, and find out where the friction is with operational statistics. Find and reduce friction for a faster, more streamlined firm.

Integrate Active with the rest of your cloud tech-stack to minimise manual work

Automated data-entry

2-way integrations with Xero & QuickBooks take manual data entry off your plate and ensure accurate, reliable bookkeeping records

Seamless workflows

Whether it’s syncing documents from your document management or automatically populating timesheets, Active’s integrations create seamless workflows for your firm.

Powerful open API

A cloud-first, open API giving you the freedom and flexibility to fit Active into your existing tech-stack whichever way works for you.

Pre-mapped CSV export

We understand that some firms need different accounts systems for different client needs. That’s why you can export your final trial balance from Active in a pre-mapped format ready to import where you need it.

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?

Ready to take accounting to the cloud?
Get Active.

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