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.
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.
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.
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.
Here Is What This Actually Looks Like.
Real output. Real signals. Delivered before you need to ask for them.
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.
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.
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.
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.
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.
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.
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.
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.
Connect Your Banks
12,000+ U.S. financial institutions via Plaid. Transactions sync continuously so the books do not wait for manual catch-up.
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.
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.
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.
Essentials
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
Advanced
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
Professional
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
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.