LIVE SYSTEMS
Keep AccountKit in its existing role
- Use the workflows already selected by the practice
- Keep the current client and work structure
- Retain existing user permissions
- Keep professional review around accounting work
AC
AccountKitAccounting and bookkeeping AI integration
Connect AccountKit to the rest of your work.
Bring approved AccountKit work context into client records, documents, communication, and firm review.
Access confirmed before build. Start with one reviewed workflow.
Connect with
AccountKit, connected
Ask once. Check AccountKit and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved AccountKit records alongside Xero, Xero Practice Manager, FYI or SharePoint, Outlook and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through AccountKit and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Client group briefings across approved practice, document and email records✓Inter-entity review summaries prepared for accountant sign-off✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
AccountKitDoneOutlookDone
XeroConnected
Xero Practice ManagerConnected
FYIConnectedSuiteFilesConnected
Keep AccountKit
AccountKit stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace AccountKit or present native product features as Horizon features.
The rest of your approved stack
- Use approved AccountKit records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use AccountKit without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved AccountKit records and connected sources needed for that question.
Can we combine approved AccountKit, Xero, practice job, and document context into one review summary?
AccountKit + XeroCan we prepare a review-ready checklist from approved work status and client requirements?
AccountKit + Xero Practice ManagerCan we compare approved work requirements with available files and prepare a targeted Outlook draft?
AccountKit + FYI or SharePointCan we store approved output and correspondence in the correct FYI or SharePoint client location?
AccountKit + OutlookWhat is waiting in AccountKit because another system holds the missing context?
AccountKit + Microsoft 365Which next actions can be prepared from approved AccountKit records for a person to review?
AccountKit + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
AccountKit documents integrations with Xero, XPM, practice DMS products, NowInfinity, and BGL. A standalone public AccountKit API is unconfirmed, so any custom path requires vendor approval.
- 01 Confirm access. Confirm the approved AccountKit records, users, scopes, and connection path. AccountKit documents integrations with Xero, XPM, practice DMS products, NowInfinity, and BGL. A standalone public AccountKit API is unconfirmed, so any custom path requires vendor approval.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build AccountKit workflows alongside.
Common questions
AccountKit AI integration, answered.
Can Horizon connect AccountKit to our AI tools?
Potentially. AccountKit documents integrations with Xero, XPM, practice DMS products, NowInfinity, and BGL. A standalone public AccountKit API is unconfirmed, so any custom path requires vendor approval. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what AccountKit already does?
No. AccountKit continues to handle the practice workflows for which it is already configured. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
AccountKit integration session
Show us what you want AccountKit connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 minutes with our Director. No sales rep, no follow-up.