Services

Everything it takes to get Horizon live — and keep it working.

Every engagement is led by Susan from discovery through support. Pick the full rollout or the piece you need.

01

Discovery and assessment

Start with how you really work

We map your current processes, systems and pain points, then show where Horizon fits today and what to keep.

Includes: Process walkthroughs, requirements and gap analysis, recommended scope and timeline

02

Implementation

Set up right, not just switched on

We get Horizon Finance enabled and configured: legal entities, chart of accounts, dimensions, approval chains, segregation of duties and period-close owners.

Includes: Configuration, controls, reporting setup, testing, go-live support

03

Data migration

Bring your history, not your mess

We clean and map exports from QuickBooks, Xero, Sage Intacct, NetSuite or spreadsheets, then stage, validate and tie out opening balances before anything posts.

Includes: Data mapping and cleansing, staged loads, tie-out, sign-off

04

Connections and automation

Keep the tools that work

Connect Horizon to the tools you keep, set up bank feeds and match rules, and add AI agents and skills once the books are steady.

Includes: Connections, bank feeds, agent and skill setup, token budgeting

05

Training and enablement

Adoption is the real go-live

Role-based training for owners, controllers, accountants and approvers, with documentation they'll actually use.

Includes: Live sessions, recorded walkthroughs, admin training, quick-reference guides

06

Support and optimization

We stay after launch

Period-end support and tune-ups as you grow, including new modules as Horizon releases them.

Includes: Post-launch support, health checks, new-module rollouts

Systems we migrate from

We import your exported files.

QuickBooksXeroSage IntacctNetSuiteSpreadsheets

Not sure where to start? That's what discovery is for.

Book a discovery call