LIVE SYSTEMS
Keep corporate compliance work in CAS 360
- Keep entity and officeholder records in the source system
- Retain the existing compliance workflow
- Keep registry actions with authorised staff
- Continue existing document review and approval controls
BGL CAS 360Accounting and bookkeeping AI integration
Connect BGL CAS 360 to the rest of your work.
Connect approved CAS 360 entity context with practice workflow, documents, communication, and signing.
Access confirmed before build. Start with one reviewed workflow.
Connect with
BGL CAS 360, connected
Ask once. Check BGL CAS 360 and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved BGL CAS 360 records alongside Xero Practice Manager or FYI, BGL Simple Fund 360, SharePoint, Outlook and e-signing and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through BGL CAS 360 and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓Company compliance briefings using approved records, documents and emails✓Annual review readiness checks with missing-item follow-up drafts✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
BGL CAS 360DoneOutlookDone
BGL Simple Fund 360Connected
Class SuperConnected
NowInfinityConnected
Xero Practice ManagerConnected
Keep BGL CAS 360
BGL CAS 360 stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace BGL CAS 360 or present native product features as Horizon features.
The rest of your approved stack
- Use approved BGL CAS 360 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 BGL CAS 360 without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved BGL CAS 360 records and connected sources needed for that question.
Can we combine approved CAS 360 context with the related practice job, documents, and correspondence?
BGL CAS 360 + Xero Practice Manager or FYICan we prepare a reviewed document and action checklist and route approved files into the practice DMS and signing flow?
BGL CAS 360 + BGL Simple Fund 360Can we use approved compliance status to prepare staff reminders and targeted client communication?
BGL CAS 360 + SharePointCan we return approved final documents and task status to the relevant practice client record?
BGL CAS 360 + Outlook and e-signingWhat is waiting in BGL CAS 360 because another system holds the missing context?
BGL CAS 360 + Microsoft 365Which next actions can be prepared from approved BGL CAS 360 records for a person to review?
BGL CAS 360 + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
BGL documents CAS 360 integrations with practice, document, and signing systems. Exact API or partner access, modules, endpoints, and scopes must be confirmed with BGL before build scope is agreed.
- 01 Confirm access. Confirm the approved BGL CAS 360 records, users, scopes, and connection path. BGL documents CAS 360 integrations with practice, document, and signing systems. Exact API or partner access, modules, endpoints, and scopes must be confirmed with BGL before build scope is agreed.
- 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 BGL CAS 360 workflows alongside.
Common questions
BGL CAS 360 AI integration, answered.
Can Horizon connect BGL CAS 360 to our AI tools?
Potentially. BGL documents CAS 360 integrations with practice, document, and signing systems. Exact API or partner access, modules, endpoints, and scopes must be confirmed with BGL before build scope is agreed. 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 BGL CAS 360 already does?
No. CAS 360 remains the system of record for entity data and corporate compliance activity. 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.
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 minutes with our Director. No sales rep, no follow-up.