LIVE SYSTEMS
Keep the existing document structure in SuiteFiles
- Keep the current client folder structure
- Retain existing document permissions
- Continue the firm's naming and filing rules
- Keep final review and retention decisions with the practice
SU
SuiteFilesAccounting and bookkeeping AI integration
Connect SuiteFiles to the rest of your work.
Bring approved SuiteFiles document context into practice jobs, email, and the AI tool the team already uses.
Access confirmed before build. Start with one reviewed workflow.
Connect with
SuiteFiles, connected
Ask once. Check SuiteFiles and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved SuiteFiles records alongside Microsoft 365, SharePoint, Outlook, Xero Practice Manager or FYI and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through SuiteFiles and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Client file briefings across approved SuiteFiles records and Outlook conversations✓Missing document checks aligned with practice jobs and due dates✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
SuiteFilesDoneOutlookDone
FYIConnected
Xero Practice ManagerConnected
MYOB PracticeConnectedAccountKitConnected
Keep SuiteFiles
SuiteFiles stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace SuiteFiles or present native product features as Horizon features.
The rest of your approved stack
- Use approved SuiteFiles records from Teams, Copilot, Claude, or ChatGPT
- Combine relevant records with Microsoft 365 and adjacent business systems
- Prepare cited summaries, drafts, and checklists for a person to review
- Keep permissions, audit context, and approval gates around every action
Questions worth asking
Use SuiteFiles without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved SuiteFiles records and connected sources needed for that question.
Can we search approved SuiteFiles documents together with the relevant practice job and recent correspondence?
SuiteFiles + Microsoft 365Can we suggest the correct client location and file name for an approved Outlook attachment before a person confirms filing?
SuiteFiles + SharePointCan we compare approved job requirements with available files and prepare a targeted client request?
SuiteFiles + OutlookCan we summarise selected documents, job context, and recent email into a review-ready briefing?
SuiteFiles + Xero Practice Manager or FYIWhat is waiting in SuiteFiles because another system holds the missing context?
SuiteFiles + Microsoft 365Which next actions can be prepared from approved SuiteFiles records for a person to review?
SuiteFiles + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
SuiteFiles documents Microsoft 365, XPM, WorkflowMax, Karbon, CAS 360, and other integrations. Any custom connection still depends on tenant consent and a vendor-approved access path.
- 01 Confirm access. Confirm the approved SuiteFiles records, users, scopes, and connection path. SuiteFiles documents Microsoft 365, XPM, WorkflowMax, Karbon, CAS 360, and other integrations. Any custom connection still depends on tenant consent and a vendor-approved access path.
- 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
- 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
Often paired with
Software we build SuiteFiles workflows alongside.
Common questions
SuiteFiles AI integration, answered.
Can Horizon connect SuiteFiles to our AI tools?
Potentially. SuiteFiles documents Microsoft 365, XPM, WorkflowMax, Karbon, CAS 360, and other integrations. Any custom connection still depends on tenant consent and a vendor-approved access path. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what SuiteFiles already does?
No. SuiteFiles remains the document system of record and keeps its existing permissions and filing process. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
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 minutes with our Director. No sales rep, no follow-up.