LIVE SYSTEMS
Build around WorkflowMax API v2 today
- Jobs, clients, time, WIP, quotes, and invoices
- Public REST API v2 for custom integrations
- MCP Server announced as coming soon
- Existing staff ownership and approval controls
WO
WorkflowMaxAccounting and bookkeeping AI integration
Connect WorkflowMax to the rest of your work.
Connect approved WorkflowMax job context with finance, client communication, and project documents.
Access confirmed before build. Start with one reviewed workflow.
Connect with
WorkflowMax, connected
Ask once. Check WorkflowMax and the systems around it.
Your team asks in Teams, Copilot, Claude or ChatGPT. Horizon checks the approved WorkflowMax records alongside Xero, CRM, Microsoft 365, SharePoint or DocuSign and returns one useful answer for review.
Microsoft Teams
JH
@Horizon a client email just landed. Work it through WorkflowMax and get the follow-up ready.
H
On it. Reading it now.
Client email read in Outlook✓
Client and job briefing drafts using approved project, email and file records✓Overdue time and task summaries prepared for team review✓Reply drafted back to the client✓Reply drafted in Outlook, held for your sign-off
WorkflowMaxDoneOutlookDone
XeroConnected
MYOBConnected
Xero Practice ManagerConnected
FYIConnected
Keep WorkflowMax
WorkflowMax stays in place. Horizon connects the work around it.
The connector extends the software your team already knows. It does not replace WorkflowMax or present native product features as Horizon features.
The rest of your approved stack
- Use approved WorkflowMax 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 WorkflowMax without jumping between systems.
Ask in the AI tool your team already uses. Horizon checks only the approved WorkflowMax records and connected sources needed for that question.
Can we turn an approved CRM win and scope into a structured job setup brief for review?
WorkflowMax + XeroCan we combine approved time, WIP, and Xero context into a billing readiness summary?
WorkflowMax + CRMCan we bring selected SharePoint files and approvals into a job status briefing?
WorkflowMax + Microsoft 365Can we prepare a reviewed client update from approved milestones, budget context, and open actions?
WorkflowMax + SharePoint or DocuSignWhat is waiting in WorkflowMax because another system holds the missing context?
WorkflowMax + Microsoft 365Which next actions can be prepared from approved WorkflowMax records for a person to review?
WorkflowMax + your AI tool
Safe first release
Confirm access. Then prove one useful connection.
WorkflowMax documents public REST API v2 as live for everyone. Its MCP Server is listed as coming soon, so current implementation should use API v2 or another approved connection path rather than assume the MCP Server is available today. Exact account permissions and any write actions still need to be confirmed.
- 01 Confirm access. Confirm the approved WorkflowMax records, users, scopes, and connection path. WorkflowMax documents public REST API v2 as live for everyone. Its MCP Server is listed as coming soon, so current implementation should use API v2 or another approved connection path rather than assume the MCP Server is available today. Exact account permissions and any write actions still need to be confirmed.
- 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 WorkflowMax workflows alongside.
Common questions
WorkflowMax AI integration, answered.
Can Horizon connect WorkflowMax to our AI tools?
Potentially. WorkflowMax documents public REST API v2 as live for everyone. Its MCP Server is listed as coming soon, so current implementation should use API v2 or another approved connection path rather than assume the MCP Server is available today. Exact account permissions and any write actions still need to be confirmed. 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 WorkflowMax already does?
No. WorkflowMax already provides public API v2 and its core job-management workflow, while its MCP Server is listed as coming soon. Horizon is useful where the firm needs a governed connection across additional systems. 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.
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 minutes with our Director. No sales rep, no follow-up.