What Horizon can see
In Dext, Horizon can work with client-level bookkeeping health, issue counts and the approved insight measures available to the connected partner.
DextAccounting and bookkeeping software
AI automation inside Dext.
Ask Horizon to organise approved Dext health indicators and exceptions without opening every client separately.
Prioritised client-health worklist
TW
@Horizon, rank our clients by the bookkeeping issues that need attention this week.
On it. Checking Dext now.Approved Dext records checkedCross-checked and compiled into one list
A prioritised client-health worklist.
Client issue brief
PN
@Horizon, summarise the current Dext issues for Atlas Pty Ltd and draft the internal next steps.
On it. You approve before anything is saved.
The approved details read from this threadNothing saved in Dext until you approve
A client issue brief with next steps.
Health-change report
MD
@Horizon, compare this week's client health with last week's and flag material changes.
On it. Checking Dext now.Approved Dext records checkedChanges since the last check pulled firstCross-checked and compiled into one report
A concise health-change report.
The connection
How does Horizon actually get into Dext?
Horizon connects through Dext'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 records02Preparereview-ready output03Startagreed trigger or schedule
DextYour approved records
What Horizon can prepare
Nothing inside Dext is changed. Horizon can prepare worklists, summaries and follow-up drafts outside Dext, but cannot write back through this documented route.
How work can start
For Dext, Horizon refreshes the agreed health information on a schedule suitable for the practice.
What we confirmed about the Dext connection
- The documented route is useful for prioritising client work, not for changing bookkeeping records.
- It is available to suitable Dext partners rather than every user automatically.
- Horizon can combine the findings with other systems and draft follow-ups outside Dext.
Checked against official Dext information on .
Day to day
Use Dext without jumping between systems.
Dext 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 Dext.
Common questions
Using Horizon with Dext, answered.
What could our team ask Horizon to do with Dext?
Ask Horizon to organise approved Dext health indicators and exceptions without opening every client separately. Typical results include a prioritised client-health worklist, a client issue brief with next steps, and a concise health-change report.
Can our team use Dext from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Dext information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Dext with Outlook, SharePoint or our other software?
Yes. We design one workflow around Dext 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 Dext, not just answer questions?
Not from the access currently confirmed for Dext. Horizon can still work within the limited workflow described above, but broader record changes stay unavailable until the provider confirms them.
What would we start with in Dext?
We start with one useful, controlled request such as: @Horizon, rank our clients by the bookkeeping issues that need attention this week. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
The public Dext route confirmed for this page is Data Health and Insights. It is read-only and requires a suitable Dext partner account and approved access.
Does Horizon replace Dext?
No. Dext remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Dext 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 Dext.
Tell us the Dext job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.