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Basiq logo BasiqFinancial advice and mortgage broking software

AI automation inside Basiq.

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

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Practifi logoPractifiXeppo logoXeppoFileInvite logoFileInviteBrokerEngine logoBrokerEngineOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

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

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Basiq and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Consented transaction summaries for adviser review✓
Income and expense category exception checks✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
BasiqDone
OutlookDone
PractifiConnected
XeppoConnected
FileInviteConnected
BrokerEngineConnected
Explore connected software
First workflows

First workflows worth automating in Basiq.

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

  • 01 Consented transaction summaries for adviser review
  • 02 Income and expense category exception checks
  • 03 Cash-flow briefing drafts from approved account data
  • 04 Consent status and data refresh alerts
  • 05 Application evidence packs with source links
Product-specific AI

AI workflows that speak Basiq's language.

A broker workflow can use consented account and transaction data to prepare an income and expense brief, with every lending or advice decision left to the authorised person.

Access first

A registered Basiq application exchanges an API key for scoped tokens. Consumer consent and CDR obligations remain central, and generated insights cannot become automatic credit or advice decisions. Check the official integration documentation.

Basiq modules we work inside
CDRConsentAccountsTransactionsScoped access tokens
Often paired with

Software we build Basiq workflows alongside.

Practifi logoPractifi AI automationXeppo logoXeppo AI automationFileInvite logoFileInvite AI automationBrokerEngine logoBrokerEngine AI automationQuickli logoQuickli AI automation
Where to next

Basiq sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking 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

Basiq AI automation, answered.

Can AI handle consented transaction summaries for adviser review in Basiq?
Yes - this is one of the first Basiq workflows Horizon AI builds. An AI agent watches for the trigger inside Basiq, drafts the consented transaction summaries for adviser review, 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 Basiq features like CDR and Consent?
It works alongside them. Horizon AI builds against Basiq's own capabilities - CDR, Consent, Accounts, Transactions - 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 Basiq?
A registered Basiq application exchanges an API key for scoped tokens. Consumer consent and CDR obligations remain central, and generated insights cannot become automatic credit or advice decisions.
Does Horizon AI replace Basiq?
No. Basiq 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 Basiq.
Which financial advice and mortgage broking 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 financial advisers and mortgage brokers patterns we have built before.
The audit costs nothing

Put AI to work inside Basiq.

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

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