IN DEVELOPMENT – COMING SOON

Active + INFLO

Bring trial balance data from your Inflo engagement straight into Active Ledger & Reporting. Start preparing financial statements without a single manual export or import.

Automatically pull trial balance data from your Inflo engagement.

Start preparing financial statements in Active, with no exporting or re-keying.

A secure, read-only connection: your Inflo data stays exactly as recorded, with nothing posted back.

What is Active +  INFLO?

Inflo is where your audit engagement runs and where your client's ledger data is brought together. Active Ledger & Reporting takes over from there, standardising and automating the preparation of financial statements. The two are connected by a direct, API-driven link, giving you a clear trail from source data through to completed accounts.

For firms using Inflo as their audit platform, the integration removes the manual export and import step between the two systems. It's a best-of-breed approach: Inflo for audit, Active for accounts preparation, with no need to commit to a single, rigid suite.

The connection is one-way and read-only. Active pulls trial balance data in, and never writes journals, adjustments or any other changes back to Inflo. That's a deliberate design choice, so your audit records stay untouched.

How it works

Connect

Link your Active binder to the relevant Inflo engagement.

Pull from Inflo

Active automatically retrieves the trial balance data from that engagement. There’s nothing to export, save or upload.

Prepare in Active

Work from that data in Active Ledger & Reporting to start preparing the financial statements.

Why Firms Love Active + INFLO

A connected route from audit engagement to finished accounts, with no data moved between systems by hand.

No exports, no re-keying
Trial balance data from Inflo is pulled straight into Active Ledger & Reporting, removing the manual export and import step and the risk of re-keying errors that comes with it.

Read-only, by design
Active only ever retrieves your Inflo data. It never posts journals, adjustments or any other changes back, so your audit records stay exactly as they were recorded.

One workflow, start to finish
Move from the Inflo engagement straight into financial statement preparation in Active, with a consistent process across the firm and a clear trail from source data to completed accounts.

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.

Is this a 2-way integration?
What data does Active pull from Inflo?
Do we need to export anything from Inflo?
Does this change how we use Inflo?
What happens if the trial balance changes in Inflo?
Is the connection secure?

Ready to take accounting to the cloud?
Get Active.

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