What Horizon can see
Contacts, projects, tasks, calendar events, time entries, quotes, orders, invoices, expenses and supported forecasts.
ScoroCRM and pipeline software
AI automation inside Scoro.
Use approved Scoro records across Teams and other systems, with schedules, governance and review around every change.
Project profitability exception
ER
@Horizon, show me active projects tracking below target margin and explain the main causes.
On it. Checking Scoro now.Projects checked in ScoroCross-checked and compiled into one list
A project profitability exception list.
Utilisation brief
NB
@Horizon, summarise team billable time, capacity and overdue tasks for this week.
On it. Checking Scoro now.Tasks checked in ScoroAnything overdue flaggedCross-checked and compiled into one summary
A delivery and utilisation brief.
Update pack
GK
@Horizon, prepare the project task and quote updates from this review, but save nothing until approved.
On it. You approve before anything is saved.
The approved details read from this threadDraft project and task prepared for ScoroNothing saved in Scoro until you approve
A Scoro update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into Scoro?
Horizon connects through Scoro's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ScoroYour approved records
What Horizon can prepare
Horizon shows your team supported project, task, time, quote and invoice updates for staff review before saving.
How work can start
Scoro can notify Horizon about selected record changes, while scheduled checks cover operational and financial reporting.
What we confirmed about the Scoro connection
- Scoro already offers an official direct connection for supported AI tools, so Horizon is not positioned as the only way to ask Scoro questions.
- Horizon adds value when Scoro must work through Teams or Copilot with other systems, schedules, governance and review.
- Large detailed reports arrive in groups of 25 records, so cross-project analysis must page through the account carefully.
Checked against official Scoro information on .
Day to day
Use Scoro without jumping between systems.
Scoro 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 Scoro.
Common questions
Using Horizon with Scoro, answered.
What could our team ask Horizon to do with Scoro?
Use approved Scoro records across Teams and other systems, with schedules, governance and review around every change. Typical results include a project profitability exception list, a delivery and utilisation brief, and a Scoro update pack ready to approve.
Can our team use Scoro from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Scoro information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Scoro with Outlook, SharePoint or our other software?
Yes. We design one workflow around Scoro 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 Scoro, not just answer questions?
Yes, where Scoro 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 Scoro?
We start with one useful, controlled request such as: @Horizon, show me active projects tracking below target margin and explain the main causes. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Scoro administrator approves the company account and user access. Available modules and records follow the customer's subscription and permissions.
Does Horizon replace Scoro?
No. Scoro remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Scoro 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 Scoro.
Tell us the Scoro job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.