What Horizon can see
In BGL Simple Fund 360, Horizon can work with funds, contacts, investments, transactions, documents and other records exposed for the authorised practice.
BGL Simple Fund 360Accounting and bookkeeping software
AI automation inside BGL Simple Fund 360.
Ask Horizon across approved BGL Simple Fund 360 information, then prepare fund work for the responsible accountant to review.
Prioritised fund-exception list
GK
@Horizon, show me funds with missing information or unreconciled work that needs attention before review.
On it. Checking BGL Simple Fund 360 now.Work checked in BGL Simple Fund 360Missing items listed for follow-upCross-checked and compiled into one list
A prioritised fund-exception list.
Contacts briefing
DF
@Horizon, brief me on this fund using its approved contacts, investments, transactions and latest documents.
On it. Checking BGL Simple Fund 360 now.Contacts and documents checked in BGL Simple Fund 360Changes since the last check pulled firstCross-checked and compiled into one briefing
A joined fund briefing.
Document request
SL
@Horizon, prepare the document request for the outstanding fund items and show it to me first.
On it. You approve before anything is saved.
The approved details read from this threadDraft document prepared for BGL Simple Fund 360Nothing saved in BGL Simple Fund 360 until you approve
A checked document request ready to send.
The connection
How does Horizon actually get into BGL Simple Fund 360?
Horizon connects through BGL Simple Fund 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 Simple Fund 360Your approved records
What Horizon can prepare
Horizon shows your team each proposed BGL Simple Fund 360 change before anything is saved. Only supported fund or document actions are prepared, with the accountant retaining responsibility for every compliance decision.
How work can start
For BGL Simple Fund 360, Horizon checks authorised fund information on an agreed schedule and flags new exceptions or missing work.
What we confirmed about the BGL Simple Fund 360 connection
- The practice decides which funds are available to the connection.
- Different BGL products expose different records, so the first workflow must be checked against the live subscription.
- Horizon can organise evidence and requests, but the accountant remains responsible for compliance decisions.
Checked against official BGL Simple Fund 360 information on .
Day to day
Use BGL Simple Fund 360 from one place.
BGL Simple Fund 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 Simple Fund 360.
Common questions
Using Horizon with BGL Simple Fund 360, answered.
What could our team ask Horizon to do with BGL Simple Fund 360?
Ask Horizon across approved BGL Simple Fund 360 information, then prepare fund work for the responsible accountant to review. Typical results include a prioritised fund-exception list, a joined fund briefing, and a checked document request ready to send.
Can our team use BGL Simple Fund 360 from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved BGL Simple Fund 360 information and connected systems, then returns the answer or proposed action for review.
Can Horizon use BGL Simple Fund 360 with Outlook, SharePoint or our other software?
Yes. We design one workflow around BGL Simple Fund 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 Simple Fund 360, not just answer questions?
Yes, where BGL Simple Fund 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 Simple Fund 360?
We start with one useful, controlled request such as: @Horizon, show me funds with missing information or unreconciled work that needs attention before review. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
BGL controls partner access and each practice authorises its data. We confirm the product subscription, permitted funds and supported workflow before building.
Does Horizon replace BGL Simple Fund 360?
No. BGL Simple Fund 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 Simple Fund 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.
The audit costs nothing
Put AI to work inside BGL Simple Fund 360.
Tell us the BGL Simple Fund 360 job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.