Client document requests
Frees up roughly 3 hours a week per workflow once it's running - billable time back, or just an earlier finish.
AccountingtoReview
AI automation for accountants and bookkeepers.
Automation runs through the software, inboxes and documents your team already uses. Get 5-10 hours a week back from the admin load: inbox triage, client document chasing, BAS prep, recurring checklists. Built for solo accountants and firms under 15 staff who'd rather make their next hire AI than another admin.
Client document requests, built inside the software your team already uses, with people approving what matters.
AI operations dashboard
See the automation working inside the software you already use.
Teams is where your staff instruct the AI. This dashboard is the management layer: live workflows, queued work, exceptions and approvals for accountants and bookkeepers.
The dashboard is the window in. Underneath it, specialist AI agents handle client document chase, bas preparation, inbox triage inside the software accountants and bookkeepers already use.
Every Horizon solution includes- Specialist AI agents - each one runs a focused workflow, not a generic chatbot
- Multi-model routing - the right model is selected for each task
- Human approval gates - client-facing and high-impact actions still wait for a person
- Audit trail - every AI action is logged with its status and outcome
This is the accounting product. It uses the same live-agent pattern as every Horizon build, shaped around the workflows and software already in use.
Open the live dashboard
In short
How can accountants and bookkeepers use AI automation?
Accountants and bookkeepers use AI automation to cut repeated admin - client document requests, BAS and tax checklist follow-up - while keeping a person on anything that touches a client, payment or compliance record. Horizon AI builds one workflow at a time inside the Xero, MYOB, Xero Practice Manager tools you already run, shipping a tested, reviewed flow within 1-4 weeks.
Familiar accounting software we can implement AI automation into
Software stack we work inside
AI inside the software accountants and bookkeepers use.
Get 5-10 hours a week back from the admin load: inbox triage, client document chasing, BAS prep, recurring checklists. Built for solo accountants and firms under 15 staff who'd rather make their next hire AI than another admin.
The first build sits inside familiar systems - inboxes, documents, client portals, practice platforms, booking tools and reporting workflows accountants and bookkeepers already rely on every day.
workflow.liveLive
Email and docsSource
AI reviewReview gate
XeroAction
- AI Summary drafted review
- OK System update prepared queued
Workflow examples
First workflows worth testing.
BAS and tax checklist follow-up
Cheaper than the part-timer you were going to advertise for, and runs without sick days or supervision.
AccountingtoApprove
Invoice and receipt triage
One workflow can recover about $1,500 to $2,500 worth of admin time each quarter at a typical small firm.
AccountingtoSign-off
Monthly client summaries
Pays for itself inside 60 days for most firms. What you save in Q1 usually covers the next workflow too.
AccountingtoFinal check
Practice task updates
Runs every time the trigger fires - no chasing, no reminders, no overtime, no Saturdays.
AccountingtoHuman gate
Email drafting
What you'd otherwise pay an offshore VA for, done with a full audit trail and no time-zone gap.
AccountingtoAudit
How we work
A narrow first workflow beats a broad AI transformation promise.
Discovery
Review the current process, software stack, data access points and manual handoffs.
Scope
Choose the first workflow, approval gates, implementation path, timeline and quote.
Deploy
Build, test and launch the workflow inside approved business systems with human review.
Expand
Turn the first useful workflow into a practical AI roadmap across the business.
Relevant services
How Horizon AI can help.
Tool reference
Every tool we can build around.
The integration path depends on permissions, API access, subscription tier and security rules.
Common questions
Answers before we start.
What is AI automation for accountants?
AI automation for accountants means using AI automation, AI integration and practical implementation work to reduce admin, summarise information, draft routine work and keep follow-up moving inside familiar systems.
Can Horizon AI integrate with Xero, MYOB, Xero Practice Manager?
Usually, but the exact path depends on permissions, API access, exports, subscription tier and security rules.
Which workflow should this sector automate first?
Start with the workflow that is repeated often, has clear inputs and outputs, and can be reviewed by a person before it affects a client, payment or compliance record.
Stop doing the admin yourself. And stop hiring for it.
30 minutes with our Director, not a sales rep. Bring the workflow you'd rather not be doing yourself; we will scope what it would cost to automate and what you would save, before the call ends.