What Horizon can see
In BGL CAS 360, Horizon can work with companies, trusts, contacts, officers, addresses, documents and other supported corporate-compliance records.
BGL CAS 360Accounting and bookkeeping AI integration
AI automation across BGL CAS 360 and the rest of your software.
Ask Horizon across authorised BGL CAS 360 entities, contacts and documents, then prepare the next administration step.
Prioritised entity worklist
SL
@Horizon, show me entities with upcoming annual work or missing information that needs attention.
On it. Checking BGL CAS 360 now.Work checked in BGL CAS 360Missing items listed for follow-upCross-checked and compiled into one list
A prioritised entity worklist.
Company briefing
TW
@Horizon, brief me on this company using its officers, addresses and latest approved documents.
On it. Checking BGL CAS 360 now.Company and documents checked in BGL CAS 360Changes since the last check pulled firstCross-checked and compiled into one briefing
A joined company briefing.
Change pack
PN
@Horizon, prepare the change summary and client information request, but do not lodge anything.
On it. You approve before anything is saved.
The approved details read from this threadNothing saved in BGL CAS 360 until you approve
A checked change pack for review.
Connect with
The connection
How does Horizon actually get into BGL CAS 360?
Horizon connects through BGL CAS 360'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 records02Prepareyour approval first03Startagreed trigger or schedule
BGL CAS 360Your approved records
What Horizon can prepare
Horizon shows your team each proposed BGL CAS 360 change before anything is saved. Supported entity administration work stays behind professional review before anything is changed or lodged.
How work can start
For BGL CAS 360, Horizon checks authorised entity records on an agreed schedule and flags changes, dates and missing information.
What we confirmed about the BGL CAS 360 connection
- The practice controls which entities the connection can use.
- The documented route can organise entity data and supported updates, but it does not transfer compliance responsibility.
- A strong first workflow is an exception and due-date worklist rather than automatic lodgement.
Checked against official BGL CAS 360 information on .
Day to day
Use BGL CAS 360 without jumping between systems.
BGL CAS 360 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 BGL CAS 360.
Common questions
Using Horizon with BGL CAS 360, answered.
What could our team ask Horizon to do with BGL CAS 360?
Ask Horizon across authorised BGL CAS 360 entities, contacts and documents, then prepare the next administration step. Typical results include a prioritised entity worklist, a joined company briefing, and a checked change pack for review.
Can our team use BGL CAS 360 from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved BGL CAS 360 information and connected systems, then returns the answer or proposed action for review.
Can Horizon use BGL CAS 360 with Outlook, SharePoint or our other software?
Yes. We design one workflow around BGL CAS 360 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 BGL CAS 360, not just answer questions?
Yes, where BGL CAS 360 supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in BGL CAS 360?
We start with one useful, controlled request such as: @Horizon, show me entities with upcoming annual work or missing information that needs attention. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
BGL approves partners and the practice authorises its account. We verify the CAS 360 subscription, permitted entities and supported actions before testing.
Does Horizon replace BGL CAS 360?
No. BGL CAS 360 remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the BGL CAS 360 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.
BGL CAS 360 integration session
Show us what you want BGL CAS 360 connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.