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Active Workpapers

By Active Workpapers
3.8 out of 5 stars
Discover the power of Active Workpapers our newest cloud based workpaper management platform with full web interface and deep integration with Excel to completely manage your compliance job. Connect Xero files seamlessly, integrate the Xero trial balance, add workpapers and automate reconciliations.
Rated
3.8
out of 5
Reviewed by
5
Xero users
Listed for
7 years
August 2017
Key functions
Accountant tools

Active Workpapers can help your business

Overview

Active Workpapers integrates with your clients Xero file - populating data in your workpapers, refreshed at the click of a button and journals posted back to the client file.

Active Workpapers will automate and direct your team through the process of a job, including functional collaboration and enhanced data flows.

Comprehensive workpaper templates improving the accuracy and consistency of your data, saving preparation time, rework, and reducing review time by senior accountants. Active Automation to assist you in transforming tedious tasks with the click of a button.

Connect source documents to each job and export the complete workpaper at the end of each job in one single PDF.

In each country we operate, we have some regional differences. For example, in Australia, we auto populate BAS data into workpapers via our ATO integration. This also allows us to reconcile your client's wages accounts directly.

Active Workpapers
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Active Workpapers + Xero

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

Reviews & ratings

3.8 out of 5 stars
5 Reviews

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Most recent reviews

BB
BO1 BO1
Posted 26 Mar 2025
3 out of 5 stars

Great things done and Great things are yet to be done

there are many good aspects such as ATO data and ledger data pulling and some improvements are needed like there is no need for previous year column in most of the workpapers and there should be an option to convert client query into internal query and vice versa. Afterall, it's fantastic product with ledger reporting and good one without ledger reporting.
GC
Grace Chang
Posted 26 Mar 2025
1 out of 5 stars
Having syncing issue all the time
CB
Craig Bullock
Posted 5 Sep 2024
5 out of 5 stars

Must have

Great suite of tools to assist with year-end workpapers and financial statements.

Additional info

Shared data

Xero
Active Workpapers
Manual Journalsshared from Active Workpapers to Xero

Functions

Accountant tools

Industries

Accounting

App details

By Active Workpapers
Added in 2017

Countries

Australia, United Kingdom

Languages

English

Support

Setup walkthroughContact supportactive@businessfitness.com

Get started with Active Workpapers

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.