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Active Workpapers

By Active Workpapers
5 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.
out of 5
Reviewed by
Xero users
Listed for
6 years
August 2017
Key functions
Accountant tools


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

5.0 out of 5 stars
2 Reviews

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Most recent reviews

Sales BusinessFitness
Posted 6 Dec 2017
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
Posted 28 Nov 2017
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

Active Workpapers
Manual Journalsshared from Active Workpapers to Xero


Accountant tools



App details

By Active Workpapers
Added in 2017


Australia, United Kingdom




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