Active + FREE AGENT

Connect FreeAgent to Active with seamless 2-way integration. Pull live ledger data directly into structured workpapers and accounts, then post journals back automatically to keep everything aligned.

Pull the trial balance and general ledger into Active

Prepare workpapers and accounts from ledger data

Post journals back to FreeAgent in a click

Reduce exports, rekeying, and version drift

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What is Active + FREE AGENT?

Active’s 2-way integration with FreeAgent keeps bookkeeping and compliance fully aligned without manual exports or rekeying. Pull the trial balance and general ledger straight into Active for structured workpapers and accounts, then post journals back to FreeAgent in a click, so your team stays focused on review quality and turnaround time, not moving data between systems.

How it works

Pull data into Active

Once connected, Active pulls the FreeAgent trial balance and general ledger directly into structured workpapers and accounts.

Work from live ledger data

Prepare workpapers, complete year end adjustments, and produce accounts using the same underlying FreeAgent data, without exporting or rebuilding spreadsheets.

Post journals back to FreeAgent

When finalised, push journals back to FreeAgent using 2-way integration so the ledger stays aligned with the compliance outcome.

Why Firms Love Active + FREE AGENT

A smarter way to run year end work with 2-way integration that keeps bookkeeping and compliance aligned.

Keep data aligned
‍Standardise your way of working
Pull the trial balance and general ledger into Active, then post journals back to FreeAgent so the ledger stays consistent with the final outcome.

Remove exports and rekeying Automated accounting workflows
Stop rebuilding year end packs from CSV files and spreadsheets. Start from live FreeAgent data inside structured workpapers.

Simplify review and sign off
‍Scale with flexibility
Keep adjustments and supporting detail connected to the numbers, giving reviewers clearer context and reducing avoidable back and forth.

Standardise the year end workflow
‍Scale with flexibility
Use a consistent process across the firm while FreeAgent remains the day to day bookkeeping system.

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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

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Active + FREE AGENT

What is Active + FREE AGENT?

How it works

Pull data into Active

Work from live ledger data

Post journals back to FreeAgent

Why Firms Love Active + FREE AGENT

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

“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.”

“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.”

“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.”

“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.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.