AI automation for
your existing software.

No new platform, no migration. The admin does itself, and you save the hours your business can't afford to lose.

LIVE IN 1 TO 4 WEEKS.
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

Four things a chatbot can't do.

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 rules, templates and precedents, remembered and applied. You never explain the same thing twice.

The difference

Your AI tells you how.
Ours does it.

Same job, four ways. The tools your team already pays for stop at advice, because they cannot reach your systems.

ChatGPT

Explains how to code the transactions, then waits while you do all of it by hand.

Horizon

Codes the month in Xero against that client's rules, files the documents in FYI and flags the three it isn't sure about.

Copilot

Drafts a reply from the email in front of it. It cannot open the file the client is asking about.

Horizon

Reads the matter first, drafts the reply with the real numbers in it, and holds it for your sign-off.

Claude

Writes you an excellent chase-up template. You still work out who is missing what.

Horizon

Checks every open file, works out who is outstanding, and sends each one their own list.

Zapier

Runs exactly the rules you built, and breaks the day something arrives in a new format.

Horizon

Works out the steps itself, handles the exceptions, and tells you what it could not finish.

How it works

Three steps. No new software.

STEP 01

Audit

30 minutes with our Director on the one job eating your team's week. You leave with the workflow mapped, whether or not we proceed.

Free, no follow-up
STEP 02

We build and connect

The automation is wired into the software you already use, trained on your rules and precedents, and tested on real work.

Live in 1 to 4 weeks
STEP 03

It starts work

The admin runs itself from day one: drafting, filing, chasing, reconciling. Decisions and sign-offs stay with you.

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?
Most first workflows ship in one to two weeks once access is in place. Discovery and scoping usually run in parallel during the first week, with build, testing and a human-review handover in the second.
Can Horizon AI work with our existing software?
Yes. We map the CRM, inbox, documents, calendar, finance and sector-specific tools your team already uses, then choose the lightest integration path. We work with Microsoft 365, Google Workspace, HubSpot, Pipedrive, Salesforce, Xero, MYOB, Slack, Teams and most major Australian industry platforms.
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, and in every state.

Horizon AI works with Australian businesses wherever they are. Pick your city for the local view, or book the audit and we will work the same way from anywhere.

The audit costs nothing

Find out what your admin is costing you.

A 30-minute audit on the one job eating your team's week. If automation is not the right answer, we will tell you that too.

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