Workpapers
Rebooting
compliance
workflows
for
enterprise
accounting
firms
Active offers extreme automation for compliance workflows. Slash input costs, free up capacity to deliver advisory services, develop a valuable, future-based service offering, and retain your key clients.
What is
?
Active is a series of integrated modules that run on a single platform. Together, these modules hyper-automate compliance, accounting, and reporting workflows by sharing common data and allowing for fast collaboration between users and clients.
Hyper automation
Improve the speed and accuracy of your compliance workflows and other business processes by automating tasks with artificial intelligence (AI), machine learning (ML), and robotic process automation (RPA).
Precision control over your data
Active puts your data to work to deliver analytics and insights to improve both your and your clients’ business. Get fast and valuable insights to drive workflow optimisation, team support needs and client servicing opportunities.
Microsoft
Active is delivered on a powerful Microsoft platform and integrates fully with the Microsoft products your firm is already using, enabling seamless change management and supporting sustainable growth at scale.
Document & Email Management
Document & Email Management
Document & Email Management
Document & Email Management
Workflow
Easy access and team collaboration
Manage the workflow of your entire firm from a single platform. Our Workflow Manager gives you ultimate clarity and control over every job, so you can see exactly how your workload is tracking at any given time. Intuitive dashboards, one-click job creation, simple automation and powerful analytics help you to keep your business productive and profitable.
Know the status of every job and every client – find out who needs help and where your partner presence needs to be
Group data by client, client entities, and individual jobs
Customisable filtering allows you to view only what you need to do your work
Easily collaborate with your team on jobs
Cloud-based — the data you need is available anywhere and in real time
Workpapers
Easily integrate compliant reports
A comprehensive set of smart Workpapers improves the accuracy and consistency of your data, saving preparation time and reducing review time by senior accountants. It's a new hybrid version of Workpapers, a best of both worlds. With a new web user interface and the flexibility of Excel, users can view and bring in information from the live client file, and easily creating their own standard content and adapting on the fly to client needs.
Enter entity, the required list of reports and declarations appears in the Index
Be 100% confident that all data will be Tier 2 compliant with the latest legislative updates
ATO connection enables client data and BAS information to come together to reconcile GST data
Easily collaborate on jobs with your team with a frictionless process.
Tax template allows integration into an increasing number of tax software products
Uses Excel for calculations while keeping data and management user interface in the cloud
The
calculator
Calculate your time and cost savings with our easy-to-use calculator
Automation processes built in
No re-keying of data
All templates kept up to date and compliant
Data flows through from connected live client file
Test it now:
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Potential savings
Monthly
18
hours
and
$
5,420
Annual
1
hours
and
$
18
* All time savings are calculated based on typical saving of 15% in preparation time of 6 hours and 50% on review time of 45 minutes
** Costing savings are based on typical accountancy firm salaries from Hays Salary Guide 2022/23
Optimise
your
data
Closing the gap between analysis and insight through powerful software and data visualisation
Coming soon
Data Cloud
Complete data transparency
Quick access
All your client and firm data in a quick-access interface for innumerable, instant cross-sectional views
Analyse trends
Spot trends and insights in your data for better firm performance and efficiency
AI insights
Use our cohort analysis and predictive software to see what is likely to be waiting on the market horizon
We love to work with others
Active integrates seamlessly with Xero, MYOB AccountRight, MYOB Essentials, Quickbooks Online, Reckon XPA, Class, BGL SimpleFund 360 and Excel.
Revitalise your systems.
Regain control.
Reboot workflows
Re-engage key clients
Revive hidden insights
Explore the Active platform
Book in today and see how the Active platform can transform your firm.
