Horizon CRM
Accounting & Bookkeeping — Categorized P&L to Full General Ledger

The CRM Built for Accounting Firms and the Businesses They Serve

From automatic categorized bookkeeping to a full double-entry General Ledger, financial statements, and a live accountant portal — Horizon CRM keeps your books and your client relationships in one place.

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GL
Double-entry ledger
AR/AP
Receivable & payable
AI
Assisted review
Portal
Accountant access

From categorized P&L to full financial controls

Start with automatic bookkeeping and grow into a full General Ledger as your business or your client base grows.

Automatic Categorized Bookkeeping

Invoices are automatically categorized into a clean income/expense P&L — no manual journal entries, no double-entry required to get started.

Full Double-Entry General Ledger

Chart of accounts, journal entries, fiscal periods, and financial statements for real day-to-day bookkeeping.

Bank Reconciliation & Recurring Invoices

Match bank transactions against ledger entries and automate recurring invoices so month-end isn't a manual scramble.

Accounts Receivable & Payable

Track what's owed and what's due, with staff expense claims that route through an approval workflow.

Accountant Portal

Give your external accountant read-only access to view and export the books directly — no more emailing spreadsheets back and forth.

Enterprise Controls & Compliance

Entry approval workflows, a full audit log, fixed assets, budgeting, payroll, multi-currency, and AI-assisted review for a multi-person finance team.

From invoice to financial statement

Horizon CRM's Accounting workflow keeps every transaction traceable, from the first invoice to the closed fiscal period.

1

Invoice or expense recorded

Client invoices and supplier bills are captured and automatically categorized.

2

Bank transactions imported and reconciled

Bank activity is matched against ledger entries so nothing is booked twice or missed.

3

Journal entries posted within the fiscal period

Recurring invoices generate automatically and entries post against the correct chart of accounts.

4

Financial statements generated at close

P&L and balance sheet are produced automatically at month or fiscal period end.

5

Accountant reviews and approves

Your external accountant reviews via the read-only portal, or approves and oversees directly through enterprise controls and the audit log.

Questions about Horizon CRM for accounting

Horizon CRM's Accounting pack ranges from automatic categorized bookkeeping (a clean income/expense P&L derived from your invoices, no manual journal entries) up to a full double-entry General Ledger: chart of accounts, journal entries, fiscal periods, financial statements, accounts receivable/payable, and bank reconciliation. The top tier adds approval workflows, an audit log, fixed assets, budgeting, payroll, multi-currency, and AI-assisted review.

Yes. Horizon CRM includes a read-only accountant portal so your external accountant can view and export the books directly, without needing full access to the rest of your CRM.

Yes. The top Accounting tier adds multi-currency support, payroll, fixed asset tracking, budgeting, entry approval workflows with a full audit log, and AI-assisted review — built for a multi-person finance team with real controls.

Ready to simplify your bookkeeping?

Join Belgian businesses and accounting firms already using Horizon CRM. Book a demo to see it for yourself.

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