You’re tasked with reducing risk, improving productivity, and simplifying your firm’s tech landscape. Active helps you achieve all three—without the overhead of bespoke systems.
Built on Microsoft 365 and designed to integrate with your core systems, Active supports your long-term roadmap—not just a quick fix.
From the first department rollout, you’ll see measurable gains. Eliminate cross-office discrepancies and save billable hours.
We plan every rollout with clear checkpoints so your team knows exactly what to expect—and how the software evolves alongside your strategy.
Active helps you deliver software projects that align with your digital transformation goals and avoid expensive missteps.
Designed for change-managed environments
Two-way integration with leading bookkeeping tools
Excel-based UI with enterprise-grade controls
Get software that staff accountants actually want to use—cutting training time and change fatigue.
Works the way your teams already work
Familiar Excel interface
Minimal disruption, fast onboarding
Active integrates directly with Xero, QuickBooks, and Microsoft 365. That means fewer tools to manage, less data entry, and lower risk.
Real-time data movement between systems
Works across all client entities
Replaces spreadsheets with structured, auditable workflows
Trusted by firms large and small
Active has supported very large firms for over 20 years. With a track record in smooth, scalable rollouts, we help you deliver real results.
Start with a low-risk pilot. Prove the gains. Scale across your firm.