What Horizon can see
In WorkflowMax, Horizon can work with clients, contacts, jobs, tasks, staff, time, costs, invoices and other supported job records.
WorkflowMaxAccounting and bookkeeping AI integration
AI automation across WorkflowMax and the rest of your software.
Bring approved WorkflowMax work into one conversation and prepare supported job updates for review.
Next-task list
ER
@Horizon, show me jobs over budget or behind schedule and the next task on each.
On it. Checking WorkflowMax now.Jobs and task checked in WorkflowMaxCross-checked and compiled into one list
A job-risk and next-task list.
Commercial briefing
NB
@Horizon, brief me on Atlas Pty Ltd using its jobs, time, costs and outstanding invoices.
On it. Checking WorkflowMax now.Jobs and outstanding invoices checked in WorkflowMaxCross-checked and compiled into one briefing
One commercial client briefing.
Job update
GK
@Horizon, prepare the new task and time correction for this job, but wait for my approval.
On it. You approve before anything is saved.Job checked in WorkflowMaxDraft task prepared for WorkflowMaxNothing saved in WorkflowMax until you approve
A checked job update ready to save.
Connect with
The connection
How does Horizon actually get into WorkflowMax?
Horizon connects through WorkflowMax'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
WorkflowMaxYour approved records
What Horizon can prepare
Horizon shows your team each proposed WorkflowMax change before anything is saved. Supported client, job, task or time changes remain visible to the responsible team member before saving.
How work can start
For WorkflowMax, Horizon checks changed WorkflowMax records on an agreed schedule and builds the worklist from the latest authorised data.
What we confirmed about the WorkflowMax connection
- The current service has its own connection and should not be confused with the retired Xero-owned version.
- Staff permissions still control what can be seen and changed.
- Scheduled checks are the dependable starting point for a first workflow.
Checked against official WorkflowMax information on .
Day to day
Use WorkflowMax without jumping between systems.
WorkflowMax 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 WorkflowMax.
Common questions
Using Horizon with WorkflowMax, answered.
What could our team ask Horizon to do with WorkflowMax?
Bring approved WorkflowMax work into one conversation and prepare supported job updates for review. Typical results include a job-risk and next-task list, one commercial client briefing, and a checked job update ready to save.
Can our team use WorkflowMax from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved WorkflowMax information and connected systems, then returns the answer or proposed action for review.
Can Horizon use WorkflowMax with Outlook, SharePoint or our other software?
Yes. We design one workflow around WorkflowMax 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 WorkflowMax, not just answer questions?
Yes, where WorkflowMax 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 WorkflowMax?
We start with one useful, controlled request such as: @Horizon, show me jobs over budget or behind schedule and the next task on each. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A WorkflowMax account owner authorises the connection. We confirm the tenant, staff access and exact job workflow before using live data.
Does Horizon replace WorkflowMax?
No. WorkflowMax remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the WorkflowMax 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.
WorkflowMax integration session
Show us what you want WorkflowMax 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.