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Annature logo AnnatureAccounting and bookkeeping software

AI automation inside Annature.

Keep Annature. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Reckon logoReckonFYI logoFYIXero Practice Manager logoXero Practice ManagerOutlook logoOutlookSharePoint logoSharePointDocuSign logoDocuSign
Product in action

One email in. Filed, tasked and answered.

AI automation for Annature means reviewed AI agents working inside Annature: filing documents to the right client, raising the task and drafting the reply. It works through Annature's own Envelopes, Templates and Recipients. Your data stays in Annature.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Annature and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Signature request preparation from approved client records✓
Unsigned document reminders timed to envelope status✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
AnnatureDone
OutlookDone
ReckonConnected
QuickBooksConnected
DocuSignConnected
FYIConnected
Explore connected software
First workflows

First workflows worth automating in Annature.

Each one has a trigger inside Annature, a reviewed AI step, and a person on the approval.

  • 01 Signature request preparation from approved client records
  • 02 Unsigned document reminders timed to envelope status
  • 03 Completed agreement filing into the correct client workspace
  • 04 Identity verification exception alerts for staff review
  • 05 Onboarding task creation after every completed signature
Product-specific AI

AI workflows that speak Annature's language.

An onboarding workflow can create an Annature envelope from approved client data, react to signature webhooks, file the completed document and open the next practice task automatically.

Access first

Annature REST API keys can be generated from an account. Production use still depends on the customer's templates, identity settings and document governance. Check the official integration documentation.

Annature modules we work inside
EnvelopesTemplatesRecipientsWebhooksIdentity verification
Often paired with

Software we build Annature workflows alongside.

Reckon logoReckon AI automationQuickBooks logoQuickBooks AI automationDocuSign logoDocuSign AI automationFYI logoFYI AI automationXero Practice Manager logoXero Practice Manager AI automation
Where to next

Annature sits at the centre of accounting and bookkeeping teams.

Industry

AI automation for accountants and bookkeepers

The full accounting and bookkeeping stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Annature AI automation, answered.

Can AI handle signature request preparation from approved client records in Annature?
Yes - this is one of the first Annature workflows Horizon AI builds. An AI agent watches for the trigger inside Annature, drafts the signature request preparation from approved client records, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Annature features like Envelopes and Templates?
It works alongside them. Horizon AI builds against Annature's own capabilities - Envelopes, Templates, Recipients, Webhooks - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Annature?
Annature REST API keys can be generated from an account. Production use still depends on the customer's templates, identity settings and document governance.
Does Horizon AI replace Annature?
No. Annature stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Annature.
Which accounting and bookkeeping workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for accountants and bookkeepers patterns we have built before.
The audit costs nothing

Put AI to work inside Annature.

Tell us the Annature job you would rather not do yourself.

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