Active + Xero
Seamlessly connect Xero with Active to automate data entry, reduce errors, and speed up your accounting workflow. Pull in trial balances, sync journal entries, and eliminate manual adjustments—all in just a few clicks.
Automatically pull required data from Xero and populate workpapers.
Eliminate manual copying and pasting for more accurate accounts.
Eliminate manual copying and pasting for more accurate accounts.
What is Active + Xero?
Active’s Xero integration ensures that your workpapers, accounts, and tax calculations 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
Connect & Sync Data
Link your Xero client organisation when creating a binder, and all trial balance data will automatically populate the relevant sheets in Active.
Pull Additional Data On-Demand
Need more details? Pull in the general ledger for any account whenever required. Active will fetch the data and update your workpapers instantly.
Create & Post Journals
As you work, create journals directly in Active. When you're ready, generate a balancing journal and automatically sync it back to Xero—eliminating year-end adjustments.
Why Firms Love Active + Xero
A smarter, faster, and more connected accounting workflow. With Active’s deep Xero integration, firms can eliminate unnecessary admin, improve accuracy, and free up time to focus on delivering value to clients.
Standardise your way of working
Ensure consistency across your firm with structured workflows, templates, and processes that keep everyone on the same page.
Automated accounting workflows
Eliminate manual data entry and seamlessly sync journal entries with 2-way integrations into Xero & QuickBooks.
Scale with flexibility
Maintain full control over your figures with an intuitive Excel split-pane, allowing firm-specific calculations while keeping everything structured.
Trusted by firms large and small
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.
Active is a cloud-based platform that streamlines workpapers, accounts, and tax with seamless integrations, automation, and standardised workflows.