Integrating with your tech stack
Active is the connection point of your tech stack allowing your firm to get as much integration as you need and harnessing the data flow between apps to give you ultimate flexibility and results.
accounting data
Xero
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.
MYOB
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.
QBO
Pull trial balance data directly from QBO, eliminate repetitive manual data entry, improve accuracy, and keep all your accounting records up to date.
QBO
x
Automatically pull required data from QBO and populate workpapers
Eliminate manual copying and pasting for more accurate accounts
Post journals back to QBO, removing the need for year-end adjustments
Class
Pull trial balance data directly from Class, eliminate repetitive manual data entry, improve accuracy, and keep all your accounting records up to date.
Class
x
Automatically pull required data from Class and populate workpapers
Eliminate manual copying and pasting for more accurate accounts
BGL
Pull trial balance data directly from BGL, eliminate repetitive manual data entry, improve accuracy, and keep all your accounting records up to date.
BGL
x
Automatically pull required data from BGL and populate workpapers
Eliminate manual copying and pasting for more accurate accounts
Excel
Create a unified way of working. Import trial balances via CSV, ensuring that all client data is captured and processed in the same structured format.
tax
Australian Tax Office
Pulling clients tax related financial data for specific tax periods.
Australian Tax Office
x
Automatically pull lodged business activity statement (BAS) data
Automatically pull transactional data for activity statement account (ICA) and tax account (ITA)
Automatically pull individual tax (ITR) data
Source Documents
FYI
Quickly link or copy supporting documents to accounts, ensure everything is up to date with auto-saving, and make reviews effortless.
x
FYI
Select & attach documents
Simplify the review process
Active automatically saves a copy of the binder into the FYI client cabinet for secure storage
iManage
Quickly link or copy supporting documents to accounts, ensure everything is up to date with auto-saving, and make reviews effortless.
x
iManage
Select & attach documents
Simplify the review process
Automatically save a copy of the binder into iManage for secure storage
HowNow X
Users are able to search and link documents from HowNow X directly within Active Workpapers, thus eliminating the need to switch between application. Users can also export finished binders directly to HowNow X, bypassing the manual process of downloading and uploading completed binders.
practice managEment
XPM
Connect the Active Platform with Xero Practice Manager (XPM) to synchronise client and user data.
MYOB PM
Connect the Active Platform with MYOB Practice Management to synchronise client and user data.
FYI Elite
Connect the Active Platform with FYI Elite Practice Management to synchronise client and user data.
Kloud Connect
Connect the Active Platform with Kloud Connect Practice Management to synchronise client and user data.
api
CloudCapcha
Eliminate manual timesheet entry with Active’s CloudCapcha integration. Track work automatically, remove admin headaches, and get accurate insights into the work being done.
CloudCapcha
x
No need to log time manually and CloudCapcha will track activity in the background
Auto-generate timesheets
Understand where time is spent across clients
GovReports
GovReports can pull or read tax data from Active Workpapers. Eliminate manual data entry into GovReports.
GovReports
x
Pull data into company tax return
Pull data into partnership tax return
Pull data into trust tax return
get activated
Active is a cloud platform delivering accounting automation by reducing friction through workpaper and financial reporting processes.