What Horizon can see
Invoices, quotes, contacts, payments, bank transactions and reports, plus the files attached to them, within the access your team approves.
XeroAccounting and bookkeeping software
AI automation inside Xero.
Bring approved Xero figures, files and Microsoft 365 context into one finance workflow, then prepare updates for review before anything is posted.
Client briefing
GK
@Horizon, give me a briefing for Atlas Pty Ltd using its Xero invoices, payments and contact record, plus the latest Outlook emails. Flag anything overdue.
On it. Checking Xero and Outlook now.Invoices, payments and contacts checked in Xero
Latest client emails read in OutlookAnything overdue flagged
One client briefing across Xero and Outlook.
Draft a quote
DF
@Horizon, prepare a draft quote from the approved project brief in SharePoint. Show me the customer, line items, GST and total before anything is created in Xero.
On it. You approve before anything is created.Project checked in Xero
Approved project brief read in SharePointDraft quote prepared for XeroCustomer, line items, GST and total shown to you firstNothing created in Xero until you approve
A checked quote ready for approval.
Invoice watch
SL
@Horizon, when a Xero invoice is added or changed, post a review-ready summary here and prepare the next task. Do not contact the client.
Watching. Each change will land in this thread.Xero signals the invoice changeOfficial Xero change alerts
Review-ready summary posted in this threadNext task prepared, held for staff reviewThe client is not contacted
A task and summary ready for staff review.
The connection
How does Horizon actually get into Xero?
Horizon connects through Xero's official API, the same doorway Xero gives its own app partners. Your team approves which organisation Horizon can see and exactly what it is allowed to do there, before anything is built.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
XeroYour approved records
What Horizon can prepare
Draft invoices, quotes and contact updates, with files attached where they belong. Horizon shows every change to your team first, and nothing is posted into Xero without that approval.
How work can start
Xero can tell Horizon the moment an invoice, contact or credit note is added or changed. For everything else, Horizon checks on a schedule you agree.
What we confirmed about the Xero connection
- A standard connection can serve up to 25 Xero organisations before Xero requires a closer review of the software; a premium connection serves exactly one organisation.
- Xero caps how quickly connected software can call it and does not lift those caps, so high-volume workflows are designed to pace themselves.
- Instant change alerts cover invoices, contacts and credit notes; other records are worked on an agreed schedule rather than promised in real time.
- Xero offers AI connections of its own, so we build where Horizon adds what Xero does not: your other systems, files and approvals in the same workflow.
Checked against official Xero information on .
Day to day
Use Xero without jumping between systems.
Xero stays your accounting system of record. 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 Xero.
Common questions
Using Horizon with Xero, answered.
What could our team ask Horizon to do with Xero?
Bring approved Xero figures, files and Microsoft 365 context into one finance workflow, then prepare updates for review before anything is posted. Typical results include one client briefing across Xero and Outlook, a checked quote ready for approval, and a task and summary ready for staff review.
Can our team use Xero from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Xero information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Xero with Outlook, SharePoint or our other software?
Yes. We design one workflow around Xero 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 Xero, not just answer questions?
Yes, where Xero 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 Xero?
We start with one useful, controlled request such as: @Horizon, give me a briefing for Atlas Pty Ltd using its Xero invoices, payments and contact record, plus the latest Outlook emails. Flag anything overdue. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
We first confirm which Xero organisation and records your team wants to use. Some actions need Xero approval or a specific plan, and nothing is posted without the permissions and review rules you choose.
Does Horizon replace Xero?
No. Xero remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Xero 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 Xero.
Tell us the Xero job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.