What Horizon can see
In Basiq, Horizon can work with consented users, financial institutions, accounts, transactions and the supported banking information available to the application.
AI automation inside Basiq.
Ask Horizon to organise authorised banking information across institutions and prepare the next finance action for review.
Cash-flow briefing
SL
@Horizon, summarise this client's consented accounts and recent cash-flow changes across institutions.
On it. Checking Basiq now.Cross-checked and compiled into one briefing
A joined cash-flow briefing.
Rules-based transaction-exception worklist
TW
@Horizon, flag transactions that meet our agreed amount, category or merchant exception rules for finance to review.
On it. Checking Basiq now.Cross-checked and compiled into one list
A rules-based transaction-exception worklist.
Source-linked recurring income
PN
@Horizon, table recurring income and commitments over the last three months and cite the source transactions.
On it. Checking Basiq now.Cross-checked and compiled into one summary
A source-linked recurring income and commitments summary, not a lending or affordability assessment.
Works alongside
The connection
How does Horizon actually get into Basiq?
Horizon connects through Basiq's official API. Your organisation approves the account, records and actions in use before the workflow is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Preparereview-ready output03Startagreed trigger or schedule
What Horizon can prepare
Nothing inside Basiq is changed. Horizon can prepare analysis, exceptions and follow-up work outside Basiq, but does not change source bank transactions.
How work can start
For Basiq, Horizon retrieves consented banking information on demand and refreshes it according to the customer's authorised connection.
What we confirmed about the Basiq connection
- A client must actively consent before Horizon can use banking information through Basiq.
- Transaction flags follow rules agreed by the customer rather than a subjective judgement.
- Recurring income and commitments can be summarised as evidence, but not as a lending or affordability assessment.
Checked against official Basiq information on .
Day to day
Use Basiq without jumping between systems.
Basiq stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Basiq.
Common questions
Using Horizon with Basiq, answered.
What could our team ask Horizon to do with Basiq?
Ask Horizon to organise authorised banking information across institutions and prepare the next finance action for review. Typical results include a joined cash-flow briefing, a rules-based transaction-exception worklist, and a source-linked recurring income and commitments summary, not a lending or affordability assessment.
Can our team use Basiq from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Basiq information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Basiq with Outlook, SharePoint or our other software?
Yes. We design one workflow around Basiq and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Basiq, not just answer questions?
Not from the access currently confirmed for Basiq. Horizon can still work within the limited workflow described above, but broader record changes stay unavailable until the provider confirms them.
What would we start with in Basiq?
We start with one useful, controlled request such as: @Horizon, summarise this client's consented accounts and recent cash-flow changes across institutions. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Basiq requires a registered application and customer consent for each connection. We confirm the permitted data, purpose and consent journey before testing.
Does Horizon replace Basiq?
No. Basiq remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Basiq workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Basiq.
Tell us the Basiq job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.