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.
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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.
Regain control of your workflows with the Active platform
The enterprise accounting, hyper-automation platform that puts you in control of your data, and your data to work.
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
Coming soon
Ledger & Reporting
Customised, comprehensive,
cloud-based reporting.
Customised, comprehensive,
cloud-based reporting
Easily compile fully compliant financial reports for all entity types, including Tier 2 reports
Integrate with Smart Workpapers to complete workpaper preparation
Integrate with any accounting software and generate financial reports branded to your firm
Enhanced consolidated reporting
All data is synchronised, so you can simultaneously work across two screens at the same time
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
Coming soon
Documents
Seamless collaboration
Manage data
Data is grouped in a quick-access interface that can be filtered for instant cross-sectional views
View controls
Group data by client, client entities, individual jobs, view only what is relevant on your screen
Accessible
Fast access to all documents and emails in any job
Collaborate
With any document, fully collaborate with multiple users to view and add simultaneously
Faster
Frictionless process to collaborate with team on all jobs
Coming soon
Share & Sign
Get documents signed faster
Easier
Facilitates document exchange and digital signatures
Faster
Super-efficient end of job completion with clients
Compatible
Compatible with any digital signature provider
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
Success story
Measuring success
With the best tools you can get the best outcome
"The impact has been significant, the team estimate we save over 45 minutes of processing per job thanks to automated Workpapers."
Tim Naylor, MVA Bennett
10k
Accountants on our platform
60%
Reduced review time
35%
Reduction in reworks
100%
Compliant
Explore the Active platform
Book in today and see how the Active platform can transform your firm.
