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Reckon logo ReckonAccounting and bookkeeping software

AI automation inside Reckon.

Use authorised Reckon One records to brief the team and prepare supported accounting updates for review.

Collections worklist

An illustrative Microsoft Teams thread for Reckon: Marcus D. asks, Horizon works through Reckon, Outlook and Microsoft Teams, and returns: A joined collections worklist.
Reckon · Accounting and bookkeeping
MD Marcus D.8:41 AM @Horizon, show me overdue Reckon invoices and the latest client email for each account.
HorizonAPP8:41 AMOn it. Checking Reckon and Outlook now.Invoices checked in ReckonLatest client emails read in OutlookAnything overdue flagged
A joined collections worklist.

Supplier briefing

An illustrative Microsoft Teams thread for Reckon: Ella R. asks, Horizon works through Reckon and Microsoft Teams, and returns: A concise supplier briefing.
Reckon · Accounting and bookkeeping
ER Ella R.9:12 AM @Horizon, brief me on this supplier using its approved bills and payment history.
HorizonAPP9:12 AMOn it. Checking Reckon now.Bills checked in ReckonCross-checked and compiled into one briefing
A concise supplier briefing.

Draft an invoice

An illustrative Microsoft Teams thread for Reckon: Nick B. asks, Horizon works through Reckon and Microsoft Teams, holds every change for review, and returns: A checked Reckon update.
Reckon · Accounting and bookkeeping
NB Nick B.11:26 AM @Horizon, prepare this approved customer or invoice change and show me before saving.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadDraft customer and invoice prepared for ReckonBefore saving shown to you firstNothing saved in Reckon until you approve
A checked Reckon update.
The connection

How does Horizon actually get into Reckon?

Horizon connects through Reckon'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
ReckonYour approved records
01 · See

What Horizon can see

In Reckon, Horizon can work with customers, suppliers, invoices, bills, payments, accounts and other supported Reckon One records.

02 · Prepare

What Horizon can prepare

Horizon shows your team each proposed Reckon change before anything is saved. Supported customer and transaction changes remain behind finance-team approval before saving.

03 · Start

How work can start

For Reckon, Horizon checks the authorised Reckon One book on an agreed schedule and highlights changed or overdue work.

What we confirmed about the Reckon connection

  • The connection is tied to the customer's authorised Reckon One book.
  • A scheduled worklist is the reliable first design.
  • Horizon can join Reckon with email and files, while finance approves every change.

Checked against official Reckon information on .

Day to day

Use Reckon without jumping between systems.

Reckon 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.

Partner8:42 AM “Show me overdue Reckon invoices and the latest client email for each account.” A joined collections worklist.
Practice manager11:18 AM “Brief me on this supplier using its approved bills and payment history.” A concise supplier briefing.
Accountant3:06 PM “Prepare this approved customer or invoice change and show me before saving.” A checked Reckon update.
Common questions

Using Horizon with Reckon, answered.

What could our team ask Horizon to do with Reckon?
Use authorised Reckon One records to brief the team and prepare supported accounting updates for review. Typical results include a joined collections worklist, a concise supplier briefing, and a checked Reckon update.
Can our team use Reckon from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Reckon information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Reckon with Outlook, SharePoint or our other software?
Yes. We design one workflow around Reckon 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 Reckon, not just answer questions?
Yes, where Reckon 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 Reckon?
We start with one useful, controlled request such as: @Horizon, show me overdue Reckon invoices and the latest client email for each account. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
The customer authorises a Reckon One book and its permitted records. We confirm the product, book and exact actions before a live pilot.
Does Horizon replace Reckon?
No. Reckon remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Reckon 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 Reckon.

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