Trusted by CIOs and tech leads simplifying complex firm tech stacks

Modernise your accounts workpapers without adding complexity

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.

A scalable solution built for firm-wide transformation

Fits your current and future architecture

Built on Microsoft 365 and designed to integrate with your core systems, Active supports your long-term roadmap—not just a quick fix.

Proven productivity gains, fast

From the first department rollout, you’ll see measurable gains. Eliminate cross-office discrepancies and save billable hours.

No surprises, no dead ends

We plan every rollout with clear checkpoints so your team knows exactly what to expect—and how the software evolves alongside your strategy.

Reduce risk. Improve ROI.

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

Built with adoption in mind

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

Simplify your tech stack

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

See how Active supports your transformation roadmap

Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts.   Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Purpose-built for enterprise firms

Active has supported very large firms for over 20 years. With a track record in smooth, scalable rollouts, we help you deliver real results.

Make progress without compromising your tech strategy

Start with a low-risk pilot. Prove the gains. Scale across your firm.