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NO NowInfinityAccounting and bookkeeping AI integration

Connect NowInfinity to the rest of your work.

Bring approved NowInfinity entity and document context into the rest of the practice workflow.

Book a NowInfinity integration session See what it can connect
Access confirmed before build. Start with one reviewed workflow.
Connect with
Xero or MYOBXero Practice Manager or FYISharePoint logoSharePointOutlook and e-signing
NowInfinity, connected

Ask once. Check NowInfinity and the systems around it.

Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved NowInfinity records alongside Xero or MYOB, Xero Practice Manager or FYI, 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 NowInfinity and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Entity briefing drafts using approved records, documents and client emails✓
Annual review checklists aligned with practice jobs and due dates✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
NowInfinityDone
OutlookDone
Class SuperConnected
BGL CAS 360Connected
Xero Practice ManagerConnected
FYIConnected
Keep NowInfinity

NowInfinity stays in place. Horizon connects the work around it.

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

NowInfinity already provides

Keep NowInfinity at the centre of entity work

  • Keep entity records in the practice system of record
  • Keep existing company and trust document processes in place
  • Retain the practice controls already applied to client access
  • Continue existing review and approval steps for compliance work
Horizon connects it to

The rest of your approved stack

  • Use approved NowInfinity 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 NowInfinity without jumping between systems.

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

01

Can we combine approved entity records with the relevant practice job, documents, and recent correspondence?

NowInfinity + Xero or MYOB
02

Can we place an approved working copy of selected entity documents into the correct SharePoint or FYI location?

NowInfinity + Xero Practice Manager or FYI
03

Can we use approved due-date context to prepare targeted document requests and reminder drafts in Outlook?

NowInfinity + SharePoint
04

Can we return approved signing status and final documents to the practice workflow after human review?

NowInfinity + Outlook and e-signing
05

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

NowInfinity + Microsoft 365
06

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

NowInfinity + your AI tool
Safe first release

Confirm access. Then prove one useful connection.

NowInfinity documents OAuth API access for integration partners. Exact client approval, endpoints, scopes, and permissions still need to be confirmed before a build is specified.

  • 01 Confirm access. Confirm the approved NowInfinity records, users, scopes, and connection path. NowInfinity documents OAuth API access for integration partners. Exact client approval, endpoints, scopes, and permissions still need to be confirmed before a build 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 Class Super AI integration
Often paired with

Software we build NowInfinity workflows alongside.

Class Super logoClass Super AI automationBGL CAS 360 logoBGL CAS 360 AI automationXero Practice Manager logoXero Practice Manager AI automationFYI logoFYI AI automationMYOB Practice logoMYOB Practice AI automation
Common questions

NowInfinity AI integration, answered.

Can Horizon connect NowInfinity to our AI tools?
Potentially. NowInfinity documents OAuth API access for integration partners. Exact client approval, endpoints, scopes, and permissions still need to be confirmed before a build 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 NowInfinity already does?
No. NowInfinity remains the system of record for the entity and its existing compliance process. 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.
NowInfinity integration session

Show us what you want NowInfinity connected to.

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

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