Agencies. Consultancies. MSPs. Advisory Firms.

The Firms That Scale Cleanly Keep Delivery and Admin in Sync.

HORIZON keeps client work, time capture, approvals, invoicing support, and reporting aligned automatically. No spreadsheet glue. No month-end reconstruction.

Built for
Agencies Consultancies MSPs Advisory Firms Creative Studios Dev Shops Retainers Project Work Fractional Teams Multi-Entity Firms
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24/7 Books and reconciliation stay current
18+ Financial reports on demand
90-Day Forward visibility across delivery and reporting
● Scope Change
Brightpath MSP - After-hours requests flagged
3 items moved to change queue before invoicing
● Approval Lag
Northline Advisory deliverables shipped
Client sign-off still missing after 4 days
Live
Portfolio
Delivery
Time
Invoices
Books
Reports
Portfolio Health
Active Accounts
14
retainers and projects live
Missing Approvals
3
blocking invoice support
Time Capture
92%
submitted inside policy window
Northline Advisory Open
Monthly Retainer — Deliverables Completed
Client sign-off pending · Draft invoice package waiting
Atlas Digital Closing Soon
Website Relaunch — Delivery in Progress
11 unlogged hours across 3 team members · review required
What HORIZON Does

Two Things. That's the Whole Story.

Professional services firms do not need another dashboard. They need delivery, approvals, and reporting to reflect the same reality.

01 — Delivery Control

Keep Client Work Bill-Ready Without Chasing the Team.

HORIZON keeps time capture, approvals, change requests, retainers, and one-off work tied to the same operating record. When the work is done, the support for invoicing and reporting is already there. You stop reconstructing delivery after the fact.

1 workflow for delivery notes, approvals, invoice support, and reporting readiness.
02 — Account Visibility

See Account Drift Before It Turns Into a Fire Drill.

Scope changes happen in real time. HORIZON surfaces approval lag, unlogged work, client concentration, recurring versus project mix, and delivery pressure before leadership finds out at month-end. You stop learning what changed after the work has already moved on.

90-Day forward view across renewals, staffing pressure, and portfolio load.
In Practice

Here Is What This Actually Looks Like.

Real output. Real signals. Delivered before you need to ask for them.

Delivery System — What Gets Flagged
Missing Time Entries

Atlas Digital — Strategy Sprint

Three team members delivered work this week, but 11 hours remain unsubmitted. HORIZON flags the gap before the invoice draft and reporting cycle move forward without it.

Approval Lag

Northline Advisory — Monthly Retainer

Deliverables are complete, but client approval is still missing after four days. HORIZON holds the item in review so the team is not guessing whether it belongs in this billing cycle.

Scope Drift Captured

Brightpath MSP — After-Hours Support Requests

Three requests landed outside the original service lane. HORIZON pushes them into a change queue so delivery, approvals, and invoicing support do not split into separate versions of the truth.

Leadership View — Account Health
Client Concentration Alert

Top Two Accounts Now Drive 47% of Delivery Load

Renewal timing and staffing pressure are now concentrated in a narrow part of the portfolio. HORIZON surfaces the exposure before the quarter closes around it.

Utilization Trend

Implementation Team Fully Allocated for 3 Weeks

Delivery demand is climbing faster than time capture and approvals are being cleaned up. Leadership gets the operating signal early instead of finding it buried in close work.

Close Readiness

Books Current. Two Draft Invoices Waiting on Final Support.

Bank activity is reconciled and reporting is ready to close. The remaining blockers are visible, owned, and traceable instead of hiding in inboxes and spreadsheets.

✦
24/7
books and reconciliation stay current instead of waiting for cleanup cycles
Always-on accounting
18+
financial reports available on demand without rebuilding the month first
Reporting layer
90-Day
forecast horizon across renewals, delivery pressure, and reporting readiness
Forward visibility
1 View
for client work, approvals, books, and leadership reporting
Operating control
Under the Hood

The Platform That Makes the Two Things Possible.

Keeping delivery and reporting aligned requires current books, reliable close discipline, and a way to spot drift while the work is still moving. HORIZON handles that operating layer automatically.

Books by Client, Project, or Retainer

Transactions stay organized around the way the firm actually delivers work. Reporting does not have to be rebuilt every month around a generic chart of accounts.

Time and Delivery Reconciliation

Late entries, missing approvals, and disconnected delivery notes get surfaced before they roll into invoice support and month-end reporting.

Scope Drift Visibility

Unplanned work, after-hours support, and extra rounds of revision get captured as operating events instead of disappearing into team goodwill and admin catch-up.

Multi-Entity and Department Reporting

See the business by entity, service line, team, or major account without waiting for spreadsheet rollups and manual reconciliations.

Forecasting for Capacity and Renewals

Leadership gets a forward view of delivery load, renewal timing, and concentration risk before the next growth push or staffing decision lands.

Bank Sync and Automated Close

Books stay current without a separate cleanup project, which means reporting can move faster than the usual month-end reconstruction exercise.

✦
How It Works

Connect Once. HORIZON Never Stops Watching.

No implementation project. No consultant. No six-month onboarding. You connect your banks, define how the firm delivers work, and HORIZON starts keeping the operating record current.

01

Connect Your Banks

12,000+ U.S. financial institutions via Plaid. Transactions sync continuously so the books do not wait for manual catch-up.

02

Set Up Clients, Retainers, and Service Lines

HORIZON calibrates reporting around the way your firm actually works, so client delivery, approvals, and reporting stay connected from the start.

03

Run the Firm With Current Visibility

You see which accounts are drifting, which work is ready to support billing, and where close blockers still exist. Leadership gets clarity without another spreadsheet layer.

✦
Transparent Pricing

A Fraction of the Back-Office Patchwork You Are Replacing.

No implementation project. No consultant onboarding. Start your 14-day free trial today. No credit card required.

Monthly
Annual 2 Months Free

Essentials

$499/mo

Clean books for firms that need the basics current

  • Bank sync + automatic reconciliation
  • Books by client, project, or retainer
  • Time and delivery reconciliation workflow
  • 18+ financial reports on demand
  • Service-line and account reporting
  • Automated month-end close
  • Invoicing + online payment collection
  • Tax forms + IRS schedules
  • AI financial assistant
  • 5 users + 4 bank connections
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Most Popular

Advanced

$1,299/mo

Visibility across delivery, concentration, and renewals

  • Everything in Essentials, plus:
  • Client concentration monitoring
  • 90-day forecasting for renewals and capacity
  • Retainer and project portfolio reporting
  • Approval lag and close-readiness visibility
  • Scope drift monitoring
  • Live macroeconomic intelligence
  • Industry benchmarking via BLS and IRS data
  • Multi-entity books (up to 3)
  • 10 users + 6 bank connections
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Professional

$2,999/mo

Full-spectrum control for growing professional services firms

  • Everything in Advanced, plus:
  • Multi-entity consolidation (up to 5 entities)
  • Department and service-line reporting
  • Scenario planning for staffing and renewals
  • Leadership reporting for partner or owner review
  • Cross-entity portfolio visibility
  • 365-day forecasting + scenario planning
  • Dedicated onboarding + 24/7 priority support
  • 15 users + 10 bank connections
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You Deliver the Work. We Keep the Back Office Aligned.

Client delivery, time capture, approvals, books, reporting, and forward visibility in one operating layer, so leadership is not reconstructing the firm after the work is already done.

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Veteran-owned.  ·  Omaha, Nebraska.  ·  (415) 847-3463