What Horizon can see
In Practifi, Horizon can work with clients, households, relationships, services, tasks and other supported Practifi records allowed by the customer's environment.
PractifiFinancial advice and mortgage broking software
AI automation inside Practifi.
Combine approved Practifi information with documents and communication, then prepare the next service action for review.
Household briefing
SL
@Horizon, brief me on this household using Practifi relationships, active services and the latest Outlook messages.
On it. Checking Practifi and Outlook now.Approved Practifi records checked
Latest client emails read in OutlookCross-checked and compiled into one briefing
A joined household briefing.
Service-delivery worklist
TW
@Horizon, show me client-service tasks that are overdue or missing an owner.
On it. Checking Practifi now.Tasks checked in PractifiAnything overdue flaggedCross-checked and compiled into one list
A service-delivery worklist.
Two checked updates
PN
@Horizon, prepare the next task and client note, but do not save either until approved.
On it. You approve before anything is saved.
The approved details read from this threadDraft task prepared for PractifiNothing saved in Practifi until you approve
Two checked Practifi updates.
Works alongside
The connection
How does Horizon actually get into Practifi?
Horizon connects through Practifi'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
PractifiYour approved records
What Horizon can prepare
Horizon shows your team each proposed Practifi change before anything is saved. Supported client, task or service changes remain behind adviser or authorised-staff review.
How work can start
For Practifi, Horizon checks changed Practifi records on an agreed schedule and can use supported Salesforce change handling where configured.
What we confirmed about the Practifi connection
- Practifi sits inside the customer's Salesforce environment, so the live data model and permissions matter.
- Horizon can join household and service records with email and documents.
- Every client note and task change should remain visible to staff before saving.
Checked against official Practifi information on .
Day to day
Use Practifi without jumping between systems.
Practifi 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 Practifi.
Common questions
Using Horizon with Practifi, answered.
What could our team ask Horizon to do with Practifi?
Combine approved Practifi information with documents and communication, then prepare the next service action for review. Typical results include a joined household briefing, a service-delivery worklist, and two checked Practifi updates.
Can our team use Practifi from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Practifi information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Practifi with Outlook, SharePoint or our other software?
Yes. We design one workflow around Practifi 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 Practifi, not just answer questions?
Yes, where Practifi 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 Practifi?
We start with one useful, controlled request such as: @Horizon, brief me on this household using Practifi relationships, active services and the latest Outlook messages. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Practifi runs on Salesforce and the customer controls its connected environment and permissions. We confirm the data model and staff roles before building.
Does Horizon replace Practifi?
No. Practifi remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Practifi 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 Practifi.
Tell us the Practifi job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.