What Horizon can see
Approved documents and versions, clients, jobs, tasks, comments and time.
FYIAI integration for accounting firms
AI automation across FYI and the rest of your software.
Ask one question across approved FYI documents, jobs, tasks and Microsoft 365 records.
BAS check
TW
@Horizon, what is still missing for Chen Pty Ltd's December BAS? Check its FYI job, documents and tasks, plus the latest client emails.
On it. Checking FYI and Outlook now.Job, documents and tasks checked in FYI
Latest client emails read in OutlookMissing items listed for follow-up
A clear list of missing BAS information.
Pre-meeting view
PN
@Horizon, summarise this client's recent FYI documents, current job status and open tasks before our meeting.
On it. Checking FYI now.Documents, job status and open tasks checked in FYIChanges since the last check pulled firstCross-checked and compiled into one view
One pre-meeting view across FYI work.
Task and file note
MD
@Horizon, prepare a follow-up task and file note against this FYI job using the approved email. Show me both before saving them.
On it. You approve before anything is saved.Job checked in FYIApproved email read in OutlookDraft task and file note prepared for FYINothing saved in FYI until you approve
A proposed task and file note ready to approve.
Works alongside
The connection
How does Horizon actually get into FYI?
Horizon connects through FYI's official API. FYI approves the connection, and your practice decides which records Horizon can use.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
FYIYour approved records
What Horizon can prepare
Horizon shows your team each prepared document, file note, client update, job and task before anything is saved.
How work can start
FYI Automations can start Horizon when something changes. Other checks run on a schedule you agree.
What we confirmed about the FYI connection
- Access is granted through FYI's Single Practice or Application Partner route, and what is available depends on your practice plan.
- Some records, invoices included, only come with certain FYI plans.
- Deleting FYI records is not part of the documented access, so workflows are designed never to need it.
- FYI has no public test environment, so we agree a safe testing approach with FYI before anything runs against live practice records.
Checked against official FYI information on .
Day to day
Use FYI without jumping between systems.
FYI stays the home of your practice records. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We start with one test user and client set, then add file sync and actions after the connection is proven.
Often paired with
Software we connect with FYI.
Common questions
Using Horizon with FYI, answered.
What could our team ask Horizon to do with FYI?
Your team can check missing BAS information, prepare a pre-meeting view, and draft FYI tasks or file notes for approval.
Can our team use FYI from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved FYI information and connected systems, then returns the answer or proposed action for review.
Can Horizon use FYI with Outlook, SharePoint or our other software?
Yes. We design one workflow around FYI 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 FYI, not just answer questions?
Yes, where FYI 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 FYI?
We start with one useful, controlled request such as: @Horizon, what is still missing for Chen Pty Ltd's December BAS? Check its FYI job, documents and tasks, plus the latest client emails. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
FYI must approve access and availability varies by plan. We confirm the records and actions first, then test one controlled workflow with your practice.
Does Horizon replace FYI?
No. FYI remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the FYI 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.
FYI integration session
Tell us what you want connected to FYI.
We connect FYI with SharePoint, XPM, Outlook and the AI tool your team uses.
30 min with our Director. No sales rep, no follow-up.