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.

Xero

x

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.

MYOB

x

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

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.

Excel

x

Source Documents

FYI

Quickly link or copy supporting documents to accounts, ensure everything is up to date with auto-saving, and make reviews effortless.

FYI

x

iManage

Quickly link or copy supporting documents to accounts, ensure everything is up to date with auto-saving, and make reviews effortless.

iManage

x

Sharepoint

Hyperlink to your cloud document management files.

SuiteFiles

Hyperlink to your cloud document management files.

practice managEment

XPM

Connect the Active Platform with Xero Practice Manager (XPM) to synchronise client and user data.

APS

Connect the Active Platform with APS to synchronise client and user data.

MYOB AE

Connect the Active Platform with MYOB AE to synchronise client and user data.

MYOB PM

Connect the Active Platform with MYOB 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.

FYI Elite

Connect the Active Platform with FYI Elite 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

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