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Active Ledger & Reporting
by Business FitnessMicrosoft 365Price not published
Prepares workpapers and generates financial reports in a cloud practice ledger.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Prepares workpapers and generates financial reports from a cloud practice ledger. Changes can be made in the live client file or made in the file and synced back to the client. It integrates with Active Workpapers and supports additional templates. Account preparation includes drag-and-drop ordering and client information auto-fill.
Key capabilities
from the Microsoft Marketplace listingWorkpaper preparation
Prepares workpapers as part of the account preparation process.
Financial reporting
Generates financial reports from the practice ledger.
Client file syncing
Allows changes made in the file to be synced back to the client.
Template support
Integrates with Active Workpapers and supports additional templates.
Report customization
Supports drag-and-drop ordering and client information auto-fill.
In the catalog
2,531 plugins in Analytics
Price distribution: 125 free, 147 freemium, 1,350 paid, 909 price not published
Pricing & deployment
Platform
Microsoft 365
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Active Ledger is a cloud practice ledger that handles the end-to-end process of preparing workpapers and instantly generating financial reports. Active Ledger allows you to work either in the live client file to make changes in real-time or, make controlled changes in the file and sync them back to the client. Active …»