What Horizon can see
In SuiteFiles, Horizon can work with approved folders, files, file details and path information in the connected locations.
SuiteFilesAccounting and bookkeeping AI integration
AI automation across SuiteFiles and the rest of your software.
Ask Horizon across approved SuiteFiles folders and documents, then combine them with the rest of the client workflow.
Source-linked document summary
TW
@Horizon, find the latest signed accounts for Atlas Pty Ltd and summarise the key dates.
On it. Checking SuiteFiles now.Approved SuiteFiles records checkedChanges since the last check pulled firstCross-checked and compiled into one summary
A source-linked document summary.
Missing-documents worklist
PN
@Horizon, show me client folders missing the expected year-end documents.
On it. Checking SuiteFiles now.Documents checked in SuiteFilesMissing items listed for follow-upCross-checked and compiled into one list
A missing-documents worklist.
Filing action
MD
@Horizon, prepare the correct client folder and filing details for this approved document.
On it. You approve before anything is saved.
The approved document read from this threadNothing saved in SuiteFiles until you approve
A filing action ready for staff approval.
Connect with
The connection
How does Horizon actually get into SuiteFiles?
Horizon connects through SuiteFiles'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
SuiteFilesYour approved records
What Horizon can prepare
Horizon shows your team each proposed SuiteFiles change before anything is saved. Supported file and folder actions remain visible to staff before any record is changed.
How work can start
For SuiteFiles, Horizon checks the agreed SuiteFiles locations on a controlled schedule and compares the latest file and folder information.
What we confirmed about the SuiteFiles connection
- The connection can be limited to the folders needed for the workflow.
- The confirmed route centres on files, folders and their locations rather than separate client records.
- Every filing or folder change should remain visible to staff first.
Checked against official SuiteFiles information on .
Day to day
Use SuiteFiles without jumping between systems.
SuiteFiles 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 SuiteFiles.
Common questions
Using Horizon with SuiteFiles, answered.
What could our team ask Horizon to do with SuiteFiles?
Ask Horizon across approved SuiteFiles folders and documents, then combine them with the rest of the client workflow. Typical results include a source-linked document summary, a missing-documents worklist, and a filing action ready for staff approval.
Can our team use SuiteFiles from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved SuiteFiles information and connected systems, then returns the answer or proposed action for review.
Can Horizon use SuiteFiles with Outlook, SharePoint or our other software?
Yes. We design one workflow around SuiteFiles 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 SuiteFiles, not just answer questions?
Yes, where SuiteFiles 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 SuiteFiles?
We start with one useful, controlled request such as: @Horizon, find the latest signed accounts for Atlas Pty Ltd and summarise the key dates. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
SuiteFiles access is authorised for the customer's Microsoft 365 environment. We confirm the libraries, folders and document actions needed for the pilot.
Does Horizon replace SuiteFiles?
No. SuiteFiles remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the SuiteFiles 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.
SuiteFiles integration session
Show us what you want SuiteFiles connected to.
We will confirm the access path, the systems in scope and the safest first workflow.
30 min with our Director. No sales rep, no follow-up.