Active Workpapers

Rebooting compliance workflows for accounting firm

• Save up to 50% of your time on each compliance job

• Harness the power of Excel with the ease of an app with our hybrid approach, the best of both worlds

• Single source of truth assists to reduce errors and access data fast with linked client transactional data as well as inter-linked workpapers and calculation sheets

• Create efficiency by using standardised workpapers with in-built recommendations for best practice

• Get a full picture of queries, audit trail and workpaper status all in one place

• Handle complexity with company groups and ad-hoc workpapers

A two way API pushes and pulls data from your client Xero and QBO ledgers.

Data is organised with recommended worksheets, automatically presented and populated.

In-built queries and review points make communication crisp.

Journal entries can be created on the fly and pushed back to the client file upon review.

The status of the job is easy to track with work being simple to review when complete.

A very high degree of customisation (including content) makes Active Workpapers suitable for all jobs.

A hybrid approach to workpapers; A split screen showing the underlying Excel calculations and data makes Active easy to use and understand.

Link client source data at the click of a button; Powerful API connections allow data to be loaded and refreshed instantly from major cloud providers.

Various workpaper binder types; Standardise the way your team complete different jobs.  Regardless of the job type, you can set up a template for it.

Increased visibility over review points; The review centre allows for a quick health check of the file and various matter types allow for client queries, matters for manager/partner or review points to be identified quickly and actioned appropriately, with a full audit trail from job start to finish.

Data privacy is our key priority; Active by Business Fitness is

ISO27001 accredited, and all your data is stored in Azure cloud across Microsoft data centres in the UK. We also support single sign-on (SSO) to enable users to authenticate access to our platform securely.