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Active easily integrates your Xero file with a new web user interface and the flexibility of Excel to automate your workpaper and workflow experience.


Active offers extreme automation for compliance workflows. Slash input costs, free up capacity to deliver advisory services, develop a valuable, future-based service offering, and retain your key clients. A comprehensive set of Workpapers improves the accuracy and consistency of your data, saving preparation time, rework, and reducing review time by senior accountants.

It's a new hybrid version of Workpapers, a best of both worlds. With a new web user interface and the flexibility of Excel, users can view and bring in information from the live client file, and easily create their own standard content to adapt to client needs.

Kept up to date by a team of qualified Accountants giving you confidence that all data is Tier 2 compliant with the latest legislative updates.

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Active + Xero

Connect your Xero file seamlessly to the Active platform. Integrate the Xero trial balance, along with key client data, directly into Active Workpapers to automate reconciliations and monitor real time changes.

Reviews & ratings

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2 Reviews
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Sales BusinessFitness
5 out of 5 stars
This is a great little product that pulls in your Trial Balance from Xero and allows you to prepare Workpapers on each line of the Trial Balance if you want to. The Work papers can easily be refreshed at anytime and Accounts can be linked to Rec's and if the figures change from the Live Xero file then the Index page can show which accounts now don't balnce. You can reconcile to the cent or round to the nearest $1 if you so choose. Teh Workpapers are very detailed and through.
Sean Devenish
5 out of 5 stars
The Business Fitness workpapers are a perfect blend of Excel smarts with integrated Xero trial balances. Great product!

Additional info

Shared data

Manual Journalsshared from Active to Xero

App details

Added in 2017








1300 333 424


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