Workflow 01
Meeting notes to structured record
Input
Notes, audio transcript or meeting summary
Output
Structured record, actions and follow-up draft
Value
Less admin and more consistent records
Sectors
All sectors
Horizon Consultants helps accountancy, legal, financial and advisory firms reduce manual work, improve client delivery and create more capacity using practical AI-enabled workflows.
Practical implementation. Human oversight. Measurable commercial value.
AI is changing how information is reviewed, documents are produced, clients are served and knowledge is shared inside professional firms. At the same time, clients expect faster responses, clearer communication and better value.
The opportunity is not to remove professional judgement. It is to reduce the manual work surrounding it, so skilled people can spend more time on decisions, relationships and higher-value client work.
"The advantage will not come from simply having AI. It will come from knowing where, how and when to use it."
Professional firms across accountancy, legal and advisory services are increasingly using AI for drafting, research, document review, summaries, communication and internal knowledge work, moving from individual experimentation into firm-wide tooling.
The EU AI Act is being phased in from 2025 and professional bodies are publishing guidance on confidentiality, accuracy, supervision and appropriate use. Firms increasingly need clear internal rules around client data, human review and acceptable use.
Buying AI licences is easy. Redesigning workflows, introducing controls and demonstrating a measurable return is much harder, and is where most professional firms get stuck after the initial experimentation phase.
We work with established professional firms whose people create value by analysing information, advising clients, producing high-quality work and making informed decisions.
Reduce repetitive client work, accelerate reporting and research, and make firm knowledge easier to access.
Improve client documentation, follow-up, renewal preparation and internal processes while keeping advisers in control.
Accelerate document-heavy work, matter preparation and internal knowledge retrieval without removing professional review.
Make research, proposals, project delivery and reusable firm knowledge faster and more consistent.
Professionals lose valuable time copying, summarising, formatting, searching and recreating information that should be easier to produce.
Slow research, documentation and follow-up create bottlenecks that limit firm capacity and frustrate clients who expect faster responses.
Important expertise sits across individual employees, inboxes, folders, templates and old documents, easy to lose, hard to share.
Employees may already be using public AI tools without shared standards, approved workflows or consistent review of what gets produced.
Many firms have tested AI, but few can demonstrate where it saves time, improves quality or creates measurable capacity.
Horizon identifies where AI can create meaningful operational and commercial value, then designs and tests a practical workflow around your real people, information and processes.
We do not begin with a piece of software. We begin with the work: where time is being lost, where quality varies and where a better process could create capacity.
Identify workflows with enough volume, cost and commercial importance to justify change.
Design the solution using the firm's actual processes, information, templates and review requirements.
Define where AI assists, where professional judgement is required and who approves the final output.
Assess time saved, turnaround time, quality, adoption and capacity created.
A real-world example of what a Horizon workflow produces. A qualified professional reviews, edits and approves every output.
Year-end Sept. Management accounts largely reconciled. Director loan account has increased €18,000 since July and requires position review before year-end.
One supplier invoice outstanding from the current VAT return period. EV registration and benefit-in-kind classification details required before tax position letter can be issued.
Confirms next steps, requests the missing supplier invoice, outlines the proposed BIK approach for the new EV, and commits to a draft forecast for the bank by month-end.
Open BIK calc workpaper, draft year-end forecast template, schedule director loan review, and queue tax position letter for partner review.
The Resilience Index is a live assessment and reporting tool that turns complex business information into a structured score, priority actions and a professional PDF report.
It demonstrates how Horizon combines business logic, user experience, automation and AI-assisted reporting to turn an idea into a practical digital product.
Horizon uses a human-in-the-loop approach. AI can help search, summarise, structure, draft and check. The qualified professional remains responsible for decisions, advice, approval and the client relationship.
Produce faster. Review properly. Approve with confidence.
Example pilot workflows, not off-the-shelf finished products. Each pilot is scoped to your real templates and process.
A rolling feed of Irish business, technology, regulator and global stories that matter for accountancy, legal, financial and advisory practices. Refreshed every six hours, with a short take from our team.
For professional firms that want to move beyond scattered experimentation and test AI against a real operational problem.
Together, we identify one high-value workflow, build a practical version, test it using real work and determine whether there is a credible case for wider implementation.
Map the work, bottlenecks, risks and commercial priorities.
Score opportunities based on value, frequency, feasibility and risk.
Create one AI-enabled workflow using the firm's real process and approved information.
Run it with selected users and retain human review at the appropriate points.
Evaluate time saved, quality, adoption, turnaround and expansion potential.
We work with a small number of firms at a time so each pilot is grounded in real work and receives close attention.
Discuss a pilotHorizon Consultants helps professional and advice-led firms identify, design and implement practical AI-enabled workflows.
Our work combines business strategy, process design, automation, AI tools and change implementation. The aim is not to introduce more technology for its own sake. It is to create more capacity, improve client delivery and make valuable professional work easier to produce consistently.
"We are not trying to automate professional judgement. We are redesigning the work around it."
If your question isn't here, send it directly. We answer every enquiry personally.
Ask your own questionIf your firm wants to move beyond scattered AI experimentation and test a real workflow against real work, Horizon can help you build and measure it before committing to a wider programme.