Horizon Finance Overview
Real double-entry accounting inside Horizon — invoice customers, pay vendors, reconcile your bank, close the month, and read financial statements built from a real general ledger.
Horizon Finance is real double-entry accounting inside the Horizon platform. Every invoice, bill, expense, and journal entry posts to a real general ledger; every report reads from that same ledger; and every number traces back to a document you can open. Nothing here is a black box — everything is deterministic, and anything posted can be reversed or voided through the same controlled lifecycle.
It’s built for a business that wants to run on it: invoice customers, pay vendors, reimburse the team, reconcile the bank, close the month, and read honest financial statements — with the controls (approvals, audit trail, period locking) usually reserved for much bigger systems.
Who It’s For
The shortest path from work done to money in the bank. Apply a chart-of-accounts template, send an invoice, record the payment, and let the matcher tie your bank statement out. Tax time becomes a report you open, not a shoebox you excavate.
Controls without the enterprise overhead. The collections worklist keeps receivables moving, coding suggestions make bill entry fast and consistent, expenses flow submit → approve → reimburse, and approval chains let you delegate without losing control.
A real close and a real audit trail. The period-close checklist gives month-end owners and evidence, control accounts keep subledgers tied to the ledger, and the working trial balance gives your controller a defensible close.
What’s Inside
Finance comes with the nine areas below. Most businesses live in the first seven.
The core
| Area | What you do there |
|---|---|
| General Ledger | Chart of accounts, journal entries, account groups, control accounts, FX revaluations, fiscal periods, the period-close checklist, and the trial balance and working trial balance |
| Accounts Receivable | Customers, sales orders, invoices, credit memos, cash receipts, recurring invoices, the collections worklist, and AR aging |
| Accounts Payable | Vendors, bills with coding suggestions from your own history, bill credits, vendor payments, check stock, and AP aging |
| Cash Management | Bank accounts, bank feeds, reconciliation with auto-match, match rules, deposits, and the cash application workbench |
| Time & Expense | Timesheets and timesheet periods, expense reports, mileage entries and rates, reimbursements, advances, employees, and expense categories |
| Fixed Assets & Leases | Asset records, classes, straight-line depreciation on your financial book, disposals, transfers, and impairments. The lease side of this section — including the Leases register itself — is in early access and available on request. |
| Tax | Tax codes |
Setup
| Area | What you do there |
|---|---|
| Setup & Configuration | Account templates, payment terms, fiscal calendars, currencies and FX rates, items, projects, parties and addresses, payment instruments, org finance config, and document numbering |
For nonprofits
| Area | What you do there |
|---|---|
| Nonprofit | Funds, net asset classes and contributions, once the nonprofit vertical is switched on |
Outside the Finance sidebar
Some Finance screens live elsewhere in your sidebar:
- Financial Statements is under Intelligence › Reports. For a nonprofit, so are the Statement of Activities and Functional Expenses reports.
- Agent Activity, a log of what Horizon’s agents did in your books, is under Workspace › Automation.
Approvals is not a Finance section. It is a platform feature, free to every organization whether or not Finance is active, and it lives under Workspace in your sidebar rather than under Finance. See Approvals.
Setup is mostly done for you: enabling Finance provisions a starter chart of accounts, maps control accounts, and turns on automatic document numbering. Lease accounting and scheduled dunning are in early access, available on request on top of the Finance module. The lease screens stay out of your sidebar until your organization has lease accounting. The dunning screens are included with Finance; only running them on a schedule is early access.
How It Fits Into Horizon
Finance is a Horizon module: when it’s active for your organization, the Finance group appears in your sidebar alongside the platform features you already use. Your customer list is shared with the rest of Horizon — win a deal and the customer is already there when it’s time to invoice.
What’s Next for Finance
The screens you work in today are the surfaces Horizon’s intelligence rides on — the same workbenches, with escalating intelligence. AI-assisted cash application, automated collections sequences, and a finance copilot that flags what is blocking your period close are in early access, each available on request on top of Finance rather than part of Core.
Lease accounting schedules, described as “coming” in earlier versions of this page, have since been built. They are in early access and available on request; they are not active for your organization unless you have arranged it with us.
Every suggestion stays reviewable, and every posted action stays reversible — that is the standard the system sets today.