Custom AI systems.
Built around your business.

Connect the information your team needs, prepare recurring work and keep important decisions with the people responsible.

ASSESS. CONNECT. BUILD.
Microsoft Teams
JH
Jess H.8:12 AM
@Horizon the weekend portal enquiries are stacking up. Work through them and get the follow-ups ready.
H
HorizonAPP8:12 AM
On it. Reading them now.
37 portal enquiries read✓
Matched to listings, 9 new buyers added✓
Saturday open home lists updated✓
Comparable sales pulled for 14 Marne St✓
Notes and next steps saved against each buyer✓
H
HorizonAPP8:14 AM
37 replies drafted in Outlook, and the Marne St vendor report with them.
Vendor report held for your sign-off before it goes
OutlookDone
realestate.com.auDone
DomainDone
AgentboxDone
PropertyMeConnected
Inspect Real EstateDone
RP DataDone
PricefinderConnected
Browse 125+ systems
Built into the work

From a request to reviewed work.

YouMicrosoft Teams · 8:41 AM@Horizon, finish the monthand send it out.Emails and files readWorkings updatedSystems updatedClient reply drafted

One message. Every system.

One ask fans out across the software your firm already runs, and comes back finished instead of forwarded.

September-Report.pdfready to send3 held for your sign-off

Real output, with receipts.

Finished work with the evidence attached. Anything touching money, a lodgement or a client waits at your sign-off.

11:42 PM1:15 AM3:04 AM6:00 AMno one in the officeMonth-end pack builtClient updates draftedSystems up to dateReady before 9:00 AM

It works while you sleep.

Recurring jobs run to schedule. The morning list is done before anyone sits down.

YouYou, three weeks ago“Always CC Jo on client emails.”RememberedFee letter sent·  Jo CC’dReview email sent·  Jo CC’dMonthly summary sent·  Jo CC’dSaid once. Applied every time.

It learns your business.

Your agreed rules, templates and precedents guide the workflow. Review and update them as your business changes.

The difference

Your tools. Your rules.
A workflow built around both.

Start with the capabilities you already pay for. We add the connections, business rules and review steps needed to turn them into a reliable process.

ChatGPT

ChatGPT can analyse supplied records and use connected tools. The available actions depend on the connection and permissions.

Horizon

We design a workflow around your Xero records and FYI documents, with coding suggestions, supporting evidence and exceptions ready for review.

Copilot

Copilot can draft from Microsoft 365 content and supported connectors. Check whether it can access the records your reply needs.

Horizon

We connect the approved matter or client records, apply your reply rules and hold the draft for your sign-off.

Claude

Claude can research connected files and draft a follow-up. A recurring process also needs an agreed checklist, schedule and sending controls.

Horizon

We configure that process around your document checklist, prepare a missing-items list for each client and apply your approval rules before sending.

Zapier

Zapier supports app connections, automation and AI steps. A native integration may already cover a straightforward job.

Horizon

Where a standard connection falls short, we build the workflow, validate the outputs and route exceptions to the right person.

How it works

From the first conversation to a working system.

STEP 01

Audit

A free introductory conversation about one workflow, your existing systems and what needs a closer look.

Free 30-minute introduction
STEP 02

We build and connect

We agree the scope, check system access and build against representative examples with your team reviewing the results.

Scope and timing agreed first
STEP 03

It starts work

Your team receives the agreed workflow and operating guidance, with responsibilities for approvals, exceptions and support made clear.

You approve what matters
What firms ask first

Your client data stays yours.

Kept to your firm alone

Your automation runs in its own private setup, hosted in Australia. Nothing is shared or mixed with another firm.

Never used to train AI

Client data is never used to train any AI model. That sits in the contract, on the enterprise agreements we hold.

Locked down and logged

Least-privilege access to each system, encrypted in transit and at rest, with a full audit trail of every action.

A person signs off

Approval gates hold anything that moves money, lodges or reaches a client until someone at your firm clears it.

The full detail lives on our security page.

What operators say

Practical AI work, in their words.

Matter intake was the bottleneck. Horizon mapped how we actually triaged enquiries, not how we thought we did, and built an assistant that drafts the conflict check and engagement letter from the first call. New matters open the same day now, and we are not hiring a paralegal this year.

Commercial law practice
SAME-DAY MATTER OPENING

Our core software only runs on Windows. Horizon automated the workflow around it, and we are very happy with how it works.

Strata company
WINDOWS WORKFLOW AUTOMATED

Compliance reviews on new client files were eating two days a week of my time. Horizon's automation reads the file, checks against our AFSL obligations and writes a first-pass review note. I spot-check rather than slog through. Got my Fridays back and the audit trail is cleaner than what we had manually.

Financial planning practice
2 DAYS A WEEK RETURNED

Client names and identifying details are withheld for confidentiality.

Common questions

Answers before we start.

What does Horizon AI do?
Horizon AI designs and builds practical AI automations, integrations and implementation plans for Australian businesses, inside the CRM, inbox, documents, finance tools and industry software your team already uses.
How do we start?
Book a free 30‑min AI audit. You tell us the workflow you'd rather not be doing yourself, we tell you whether AI is the right fix and roughly what it would cost. If AI isn't the right fix, we say so. No follow-up sales sequence.
How long does the first AI workflow take?
Timing depends on the workflow, software access and acceptance testing. We agree a schedule in the written scope after checking those dependencies.
Can Horizon AI work with our existing software?
We assess the supported access in your existing products and subscriptions. The software catalogue explains possible workflows and known limitations; a listed product is not a guarantee that every integration is available.
Is our data safe?
Every workflow has a defined data path, an access map, an approval gate and an audit trail. Sensitive data stays inside the systems your team already controls; we do not store client data in our own infrastructure unless it is explicitly scoped and approved.
Who owns the automations after launch?
You do. Workflows are built inside your accounts, your software, your AI keys and your data. We hand over a written operating note for each automation and you can keep running it without us.
Do you offer ongoing support after launch?
Yes. After handover you can engage Horizon AI on a per-task basis or on a dedicated implementation rhythm for ongoing builds, improvements and new workflows. Both options are scoped on the discovery call.
Across Australia

Remote delivery across Australia.

Discovery, reviews and handover can happen remotely. Explore delivery considerations for your location, or book a call from anywhere in Australia.

The audit costs nothing

Explore the next step for your business.

A free 30-minute introductory conversation about one workflow and the systems involved. Any detailed assessment or implementation is scoped separately.

30 min with our Director. No sales rep, no follow-up.