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Practifi logo PractifiFinancial advice and mortgage broking software

AI automation inside Practifi.

Keep Practifi. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

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Live in 1 to 4 weeks.
Works alongside
Xeppo logoXeppoBasiq logoBasiqIress Xplan logoIress XplanOutlook logoOutlookMicrosoft Teams logoMicrosoft TeamsSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for Practifi means reviewed AI agents working inside Practifi: filing documents to the right client, raising the task and drafting the reply. It works through Practifi's own Salesforce organisation, Connected App and People. Your data stays in Practifi.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Practifi and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Client review meeting briefs from approved Practifi records✓
Outstanding task and document follow-up drafts✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
PractifiDone
OutlookDone
XeppoConnected
BasiqConnected
Iress XplanConnected
MidwinterConnected
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First workflows

First workflows worth automating in Practifi.

Each one has a trigger inside Practifi, a reviewed AI step, and a person on the approval.

  • 01 Client review meeting briefs from approved Practifi records
  • 02 Outstanding task and document follow-up drafts
  • 03 Service milestone alerts across households and clients
  • 04 Post-meeting note and next-action preparation
  • 05 Practice pipeline and workload exception summaries
Product-specific AI

AI workflows that speak Practifi's language.

A review meeting brief can combine approved Practifi household, asset, task and relationship data with Outlook and SharePoint evidence before an adviser checks it.

Access first

Practifi's API runs on Salesforce and uses OAuth through a Connected App in the customer's organisation. Practifi recommends a sandbox, and Salesforce limits and permissions apply. Check the official integration documentation.

Practifi modules we work inside
Salesforce organisationConnected AppPeopleEntitiesAssets
Often paired with

Software we build Practifi workflows alongside.

Xeppo logoXeppo AI automationBasiq logoBasiq AI automationIress Xplan logoIress Xplan AI automationMidwinter logoMidwinter AI automationOutlook logoOutlook AI automation
Where to next

Practifi sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Practifi AI automation, answered.

Can AI handle client review meeting briefs from approved Practifi records in Practifi?
Yes - this is one of the first Practifi workflows Horizon AI builds. An AI agent watches for the trigger inside Practifi, drafts the client review meeting briefs from approved Practifi records, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with Practifi features like Salesforce organisation and Connected App?
It works alongside them. Horizon AI builds against Practifi's own capabilities - Salesforce organisation, Connected App, People, Entities - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with Practifi?
Practifi's API runs on Salesforce and uses OAuth through a Connected App in the customer's organisation. Practifi recommends a sandbox, and Salesforce limits and permissions apply.
Does Horizon AI replace Practifi?
No. Practifi stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside Practifi.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
The audit costs nothing

Put AI to work inside Practifi.

Tell us the Practifi job you would rather not do yourself.

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30 min with our Director. No sales rep, no follow-up.