Active vs. MyWorkpapers

With Active's Microsoft integration, you can perform calculations directly in the Excel environment you know and trust, while benefiting from the structure and efficiency of our SaaS platform

Why choose active?

Automatic 2-way integrations with Xero & QuickBooks

The underlying data comes through automatically from your bookkeeping to pre-populate workpaper templates.

Easily customised for clients of all shapes & sizes

As well as having our own templates, you can customise your binders and add your own content. Customise binders to suit your firm, and your client types.

Deep integrations to minimise data entry

Easily integrate Active into your firm stack; with key integrations to move data, and also export your finalised trial balance with customisable account codes to external accounts and tax.

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

How we compare

Active

Myworkpapers

Excel integration live-links calculations to your trial balance and creates an easy-to-use, familiar interface for quick adoption. 

You can add spreadsheets to the trial balance, but they’re static so you won’t know if something has changed. 

2-way integration with Xero & QBO - send your journals back to bookkeeping automatically 

One-way integration only

Focused on non-audit workpapers

Focused on audit workpapers

ISO27001 accredited

Not

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.

When I create my workpaper file, can I pull through additional data as required?
If I create a journal in the system, will it show in Xero or Quickbooks?
If I create a journal in Xero, will it show in workpapers?
 If I’ve got a client on Oracle or Sage Line 50, can I bring this data in?
When the journals are all pushed back to bookkeeping, do they get sent as a single journal, or as individual journal entries?

Ready to take accounting to the cloud?
Get Active.

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