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Reckon logo ReckonAccounting and bookkeeping software

AI automation inside Reckon.

Keep Reckon. 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
QuickBooks logoQuickBooksMYOB logoMYOBAnnature logoAnnatureOutlook logoOutlookMicrosoft Teams logoMicrosoft TeamsSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for Reckon means reviewed AI agents working inside Reckon: filing documents to the right client, raising the task and drafting the reply. It works through Reckon's own Reckon One, Accounts Hosted and Desktop. Your data stays in Reckon.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Reckon and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Outstanding invoice follow-up drafts from Reckon records✓
Payroll change request triage with approval checkpoints✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
ReckonDone
OutlookDone
QuickBooksConnected
AnnatureConnected
XeroConnected
MYOBConnected
Explore connected software
First workflows

First workflows worth automating in Reckon.

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

  • 01 Outstanding invoice follow-up drafts from Reckon records
  • 02 Payroll change request triage with approval checkpoints
  • 03 BAS preparation exception lists for accountant review
  • 04 Supplier document matching across Reckon and email
  • 05 Period-end client summaries from approved ledger data
Product-specific AI

AI workflows that speak Reckon's language.

A period-end workflow can assemble approved Reckon balances, exceptions and supporting documents into one review brief, then draft the missing-information requests for the accountant.

Access first

Reckon One, Accounts Hosted and Desktop have different integration surfaces. Developer partner registration, an API product application and approval are required before OAuth credentials are issued. Check the official integration documentation.

Reckon modules we work inside
Reckon OneAccounts HostedDesktopOAuthDeveloper Partner
Often paired with

Software we build Reckon workflows alongside.

QuickBooks logoQuickBooks AI automationAnnature logoAnnature AI automationXero logoXero AI automationMYOB logoMYOB AI automationHubdoc logoHubdoc AI automation
Where to next

Reckon sits at the centre of accounting and bookkeeping teams.

Industry

AI automation for accountants and bookkeepers

The full accounting and bookkeeping 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

Reckon AI automation, answered.

Can AI handle outstanding invoice follow-up drafts from Reckon records in Reckon?
Yes - this is one of the first Reckon workflows Horizon AI builds. An AI agent watches for the trigger inside Reckon, drafts the outstanding invoice follow-up drafts from Reckon 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 Reckon features like Reckon One and Accounts Hosted?
It works alongside them. Horizon AI builds against Reckon's own capabilities - Reckon One, Accounts Hosted, Desktop, OAuth - 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 Reckon?
Reckon One, Accounts Hosted and Desktop have different integration surfaces. Developer partner registration, an API product application and approval are required before OAuth credentials are issued.
Does Horizon AI replace Reckon?
No. Reckon 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 Reckon.
Which accounting and bookkeeping 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 accountants and bookkeepers patterns we have built before.
The audit costs nothing

Put AI to work inside Reckon.

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

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