A flexible, scalable, cloud-based solution for workpapers, accounts, and tax
Whatever your accounting needs, Active helps you to standardise and automate your compliance workflows in one place.
Why choose Active?
Modular, integrated, cloud platform
Use as much (or as little) as you need, integrate with the rest of your cloud tech-stack, and build powerful end-to-end workflows for workpapers, accounts, and tax.
Standardise across your client base
Easily create flexible workflows or templates for different client types - whatever their accounting needs - and standardise across your entire firm.
Tightly integrated and familiar Microsoft environment
With Active’s deep integration into Microsoft and Office 365, you can enjoy the productivity perks of a familiar environment with our powerful accounting functionality on top.
Create or roll forward workpapers
Start new jobs from scratch or roll forward prior-period workpapers, carrying structure, notes, and queries forward year-on-year.
Excel-based working, in a controlled cloud environment
Work in a familiar Excel-style interface while Active manages structure, access, and version control in the background.
Two-way bookkeeping integration
Pull live trial balance and transactional data from Xero, FreeAgent and QuickBooks, and push journals back when required.
Pre-mapped trial balance outputs
Export structured, mapped trial balance data for use in tax systems
Embedded review notes and queries
Review, commentary, and client queries live inside the workpaper file, not across emails and spreadsheets.
How this fits into your STACK?
What Active does
Controls workpapers and accounts adjustments, review and submission
What Active does not replace
Traditional 'practice suites', tax engines or CRM systems
Typical downstream systems
Practice management and tax systems
WHAT CHANGES DAY-TO-DAY
This allows:
Less rekeying between systems
Faster, clearer review cycles
Fewer status meetings
Clear ownership of jobs and issues
WORKPAPERS & ACCOUNTS IN ONE PLACE
A flexible, automated, end-to-end workflow from workpapers to reporting.
WorkPapers
2-way integrations with Xero & QuickBooks mean you can focus on the accounting whilst we automate the data entry. Standardise your Workpapers workflow in a familiar, locked-down Excel environment.
Accounts
Ledger & Reporting creates a set of accounts quickly and effortlessly with tight integrations into Workpapers. Complete accounts through to review with minimal changes and updates needed.
Tax
COMING SOON
We’ve integrated with the leading cloud tax provider to create a seamless process using the best tools available.
Data
Visualise the work being done in your firm, and find out where the friction is with operational statistics. Find and reduce friction for a faster, more streamlined firm.
Integrate Active with the rest of your cloud tech-stack to minimise manual work
Automated data-entry
2-way integrations with Xero & QuickBooks take manual data entry off your plate and ensure accurate, reliable bookkeeping records
Seamless workflows
Whether it’s syncing documents from your document management or automatically populating timesheets, Active’s integrations create seamless workflows for your firm.
Powerful open API
A cloud-first, open API giving you the freedom and flexibility to fit Active into your existing tech-stack whichever way works for you.
Pre-mapped CSV export
We understand that some firms need different accounts systems for different client needs. That’s why you can export your final trial balance from Active in a pre-mapped format ready to import where you need it.
Trusted by firms large and small
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.
Active is a cloud-based platform that streamlines workpapers, accounts, and tax with seamless integrations, automation, and standardised workflows.