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Class Super logo Class SuperAccounting and bookkeeping AI integration

Connect Class Super to the rest of your work.

Bring approved Class Super fund context into practice documents, client communication, and review workflow.

Book a Class Super integration session See what it can connect
Access confirmed before build. Start with one reviewed workflow.
Connect with
Bank and investment data feedsXero or MYOBFYI or SharePointOutlook and e-signing
Class Super, connected

Ask once. Check Class Super and the systems around it.

Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved Class Super records alongside Bank and investment data feeds, Xero or MYOB, FYI or SharePoint, Outlook and e-signing and returns one useful answer for review.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Class Super and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Fund review briefs using approved administration, document and email records✓
Year-end readiness checks with missing-information follow-up drafts✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
Class SuperDone
OutlookDone
BGL Simple Fund 360Connected
BGL CAS 360Connected
NowInfinityConnected
Xero Practice ManagerConnected
Keep Class Super

Class Super stays in place. Horizon connects the work around it.

The connector extends the software your team already knows. It does not replace Class Super or present native product features as Horizon features.

Class Super already provides

Build around Class Super's existing AI and fund workflow

  • Fund, member, accounting, and compliance records
  • Approved bank and investment data feeds
  • AI-powered Intelligent Matching for transaction review
  • AI-generated financial reporting videos and human approval
Horizon connects it to

The rest of your approved stack

  • Use approved Class Super 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 Class Super without jumping between systems.

Ask in the AI tool your team already uses. Horizon checks only the approved Class Super records and connected sources needed for that question.

01

Can we combine approved fund and member context with the relevant practice job, documents, and correspondence?

Class Super + Bank and investment data feeds
02

Can we match approved feed exceptions with available client documents and prepare a missing-information request?

Class Super + Xero or MYOB
03

Can we prepare a reviewed checklist from approved fund context and outstanding practice records?

Class Super + FYI or SharePoint
04

Can we place approved workpapers and client-ready documents into the correct practice folder and signing workflow?

Class Super + Outlook and e-signing
05

What is waiting in Class Super because another system holds the missing context?

Class Super + Microsoft 365
06

Which next actions can be prepared from approved Class Super records for a person to review?

Class Super + your AI tool
Safe first release

Confirm access. Then prove one useful connection.

Class documents API and partner integration capability. Exact endpoints, data-feed permissions, and client-approved scopes require confirmation before a connector is specified.

  • 01 Confirm access. Confirm the approved Class Super records, users, scopes, and connection path. Class documents API and partner integration capability. Exact endpoints, data-feed permissions, and client-approved scopes require confirmation before a connector is specified.
  • 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.
AI automation for accountants and bookkeepers AI integration services BGL Simple Fund 360 AI integration
Often paired with

Software we build Class Super workflows alongside.

BGL Simple Fund 360 logoBGL Simple Fund 360 AI automationBGL CAS 360 logoBGL CAS 360 AI automationNONowInfinity AI automationXero Practice Manager logoXero Practice Manager AI automationFYI logoFYI AI automation
Common questions

Class Super AI integration, answered.

Can Horizon connect Class Super to our AI tools?
Potentially. Class documents API and partner integration capability. Exact endpoints, data-feed permissions, and client-approved scopes require confirmation before a connector is specified. 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 Class Super already does?
No. Class Super already provides AI-assisted matching and reporting features. Horizon focuses on approved cross-system context around the fund workflow. 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.
Class Super integration session

Show us what you want Class Super connected to.

We will confirm the access path, the systems in scope and the safest first workflow.

Book a Class Super integration session
30 minutes with our Director. No sales rep, no follow-up.