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One system for the whole life of a deal

New Horizon connects every step of running a business, from the people who use it to the contract, the invoice, the bank, the ledger and the tax return, so that something entered once is available everywhere it is needed.

This guide walks through each part of the platform and explains what you can do with it and what you gain from having it integrated with the rest. It is a tour of capabilities, not a manual; once you register, our team shows you the practical steps.

Counterparty Contract Transaction Stages Invoice Cash Accounts Reports & Tax

1. Users & Access

What you can do
  • Give every person their own login, linked to the business (counterparty) they act for.
  • Control what each user can see and do with permission groups, so a customer, an operative and a finance manager each get the right menus.
  • Limit external users to their own organisation's records, while managers see the whole project.
  • Set a personal language, active project, home dashboard and approval limit for each user.
  • Let several users share one business, with a primary contact who receives the important mail.
The advantage of integration

One identity runs through everything. The same user who raises a request is the person who receives the invoice and who appears in the audit trail.

2. Projects

What you can do
  • Run several companies, funds, sites or ventures side by side, each as its own project with its own team, books and base currency.
  • Choose the jurisdiction of each project so the right tax screens are offered.
  • Connect each project's bank accounts, mailbox and tax credentials.
  • Switch between projects in one click.
The advantage of integration

Everything else in the system, from contracts to cash to reports, is scoped to the project. Fund managers get a clean, separate set of books per portfolio company with the same tools in each.

3. Counterparties

What you can do
  • Keep customers, suppliers, investors, subcontractors, employees and your own managing company in one directory.
  • Hold contact details, preferred language and CC addresses that are applied to every e-mail sent to that party.
  • Give a counterparty several types and several users.
  • Assign a default operative to a customer for field services.
The advantage of integration

The same record drives contracts, invoices, payment matching and statements, so there is a single place to see everything you have ever done with a customer or supplier.

4. Contracts

What you can do
  • Record sales, purchase, service and other agreements with automatic, sequential contract numbers.
  • Set dates, a manager, an operative, a currency and commercial terms, and attach the signed documents.
  • See the contract total, built up from all the transactions under it.
  • Extend a contract, or turn a recurring commitment into individual one-off events when each needs its own tracking.
The advantage of integration

A contract is the container for the money. Its total, its invoices, its payments and its forecast all roll up from the transactions beneath it, so the commercial view and the financial view never disagree.

5. Transactions & Stages

What you can do
  • Model one-off, monthly, quarterly or yearly commitments for sales, purchases and services.
  • Define the workflow for each type of transaction as a series of stages, such as order, delivery, invoice and payment.
  • Attach automatic actions to a stage: post accounting entries, move stock, issue and e-mail an invoice, request a prepayment.
  • Reverse a stage if a step was wrong; the system creates the opposite entries and keeps the original for the audit trail.
  • Filter to what is current and overdue, or see everything, by user.
The advantage of integration

Stages are where the business meets the books. People work in business terms such as delivered or invoiced; the accounting, stock and e-mails follow without anyone re-keying them.

6. Transaction Items

What you can do
  • Build each transaction from lines: a product, a service or any other contract item, with quantity, unit price and VAT code.
  • Work in foreign currencies; each line keeps its base-currency value at the rate in force.
  • Track expiry dates and use recipes (bills of materials) for items that are assembled or manufactured.
  • Record what was actually delivered on the day and adjust the lines before invoicing.
The advantage of integration

A line is entered once and then feeds the contract total, the invoice, the VAT, the stock movement and the ledger. A correction at line level carries through to all of them.

7. Invoices

What you can do
  • Issue sales invoices, credit notes and pro-formas from your transactions, and record supplier invoices alongside them.
  • E-mail invoices to the customer and their CC list, with the PDF attached and, where available, a card payment link.
  • Follow every invoice from draft to paid, including partial payments, overdue, disputed and cancelled states.
  • Send payment reminders and keep a log of each one.
  • See debtor and creditor ageing and your top debtors on a dashboard.
The advantage of integration

The invoice knows its transaction, its contract and the payments matched to it. That is why its status updates itself when cash arrives and why the ledger and the ageing report always agree.

8. Cash Management

What you can do
  • Bring in bank movements automatically from Revolut Business, or upload statement files (CSV or Excel) from any bank.
  • Accept card payments on invoices through Revolut Merchant, and see the invoice recognised as paid the moment the card is charged.
  • Let the matcher propose which transaction, counterparty and account each movement belongs to, then confirm with a tick.
  • Reconcile the later lump-sum payout against the individual card receipts.
  • Link one payment to several invoices, or several payments to one.
The advantage of integration

Confirming a movement posts the accounting, settles the invoice and advances the transaction's payment stage in one step. Nothing is booked until you confirm it, so you stay in control.

9. Approvals

What you can do
  • Give each person an approval limit: the largest value they may commit on their own.
  • Hold larger or sensitive actions as pending, so someone with enough authority approves or rejects them.
  • Cover creating and editing transactions, stages, items, contracts, contract items and counterparties.
  • Review the same queue whether an action came from a person or from the AI assistant.
The advantage of integration

Approval rules sit inside the workflow rather than in e-mail chains, so controls are applied consistently and every decision is on the record.

10. Accounting

What you can do
  • Keep full double-entry books with your own chart of accounts, where every entry balances.
  • Have entries posted for you as stages are completed and cash is confirmed.
  • Search the journal by account, date, transaction or contract.
  • Produce financial statements from the live ledger.
  • Correct mistakes with reversal entries that leave an audit trail.
The advantage of integration

The ledger is a by-product of running the business, not a separate job. Because every entry points back to its transaction, you can drill from a balance to the contract and the document behind it.

11. Contract Items & Inventory

What you can do
  • Maintain a catalogue of everything you buy, make and sell: goods, services, commodities and fixed assets.
  • Track individual assets through their life, and depreciate them using straight-line, declining-balance and other methods.
  • Record stock movements when goods are received or issued, with first-in-first-out costing and expiry dates.
  • Choose which stock is issued when items are delivered.
  • Review stock levels, movements and valuations in inventory reports.
The advantage of integration

Stock moves are created by transaction stages and valued into the ledger, and depreciation posts to the accounts automatically. The balance sheet and the warehouse stay in step.

12. Production Orders

What you can do
  • Plan and run production orders, with numbered orders moving from draft to completed.
  • Define recipes that list the components of each finished product.
  • Estimate the unit cost of components from purchase history, falling back on a default cost when there is none.
  • Be warned of material shortages before you start, and see an inventory forecast.
The advantage of integration

Completing an order consumes the components and creates the finished goods in stock at their true cost, so margins reflect what things actually cost to make.

13. Reports

What you can do
Dashboards

Contracts, totals and stage status at a glance, with a home page tailored to each role.

Financial statements

Statements built from the live ledger, with the formulas behind each line.

Inventory & asset reports

Stock levels, movements and valuations by item.

Cash & receivables

Cash movements, ageing of debtors and creditors, and overdue invoices.

You choose which reports each user is authorised to open.

The advantage of integration

Every report reads the same underlying records, so there is one version of the truth and no month-end exercise of reconciling spreadsheets before the numbers can be trusted.

14. Valuation

What you can do
  • Derive key performance indicators from your own history: revenue drivers, margins, working capital, capex and cash flow.
  • Generate a multi-year forecast, then override any figure with your own judgement.
  • Calculate a net present value and a risk-adjusted valuation (DNPV) of the business.
  • Export the valuation statements to Excel.
The advantage of integration

The valuation starts from your real ledger and contracts rather than a hand-built model, so it can be refreshed as the business changes and defended with evidence.

15. AI Support

What you can do
  • Connect the project's mailbox (Microsoft 365, Gmail or standard mail) and let the AI read incoming messages and attachments.
  • Have it propose actions such as creating a counterparty, a contract or a transaction, adding items or advancing a stage, and drafting the reply.
  • Review each proposal before anything happens: approve it, ask for a revision, send only, apply only, or hold.
  • Ask business questions in plain language, answered from your own data.
The advantage of integration

The assistant works through the same approval rules as your staff, so it saves time on data entry without bypassing control. You stay in charge of every change.

16. Scheduled Tasks

What you can do
  • Let routine jobs run by themselves on a calendar of your choosing.
  • Update exchange rates every day.
  • Post depreciation to the ledger every month.
  • Watch the mailbox for incoming messages.
  • Run the integrity checks from frequent light checks to a full nightly review.
  • Enable, disable, reschedule or run a task on demand from a dashboard.
The advantage of integration

The recurring housekeeping that normally depends on someone remembering is done on time, every time, using the same data as everything else.

17. Tax & Government APIs

What you can do
  • Apply VAT codes and rates line by line, so tax is calculated on invoices from the start.
  • Prepare a UK Corporation Tax return (CT600) from your ledger, with the main and small-profits rates and marginal relief.
  • Generate the statutory accounts in inline XBRL against the current FRC taxonomy.
  • Move each return through draft, review, approval and submission, with the response from HMRC recorded.
  • Keep tax credentials encrypted, and set the project's jurisdiction so the relevant tax screens appear.
The advantage of integration

Returns are built from the same ledger that you use every day, so the figures filed are the figures in your books, with an immutable record of what was submitted.

18. FX & Multi-Currency

What you can do
  • Trade in any currency: contracts, items, invoices and cash movements each carry their own currency.
  • Pull exchange rates automatically from an FX rates service, including historical rates for any past date.
  • Report everything in the project's base currency.
  • Revalue foreign-currency cash balances and post the gain or loss to its own account.
The advantage of integration

Rates are applied wherever money moves, from a line on an order to a payment received, so foreign-currency exposure is measured and booked rather than discovered at year end.

19. Integrity & Audit

What you can do
  • Be warned automatically when the books stop agreeing with themselves, for example when the balance sheet does not balance, cash differs from the ledger or a sent invoice cannot be found in the mailbox.
  • See each issue ranked as critical, warning or information, with the expected and found amounts and the last saves made before it appeared.
  • Acknowledge issues with a note and keep a history of those resolved.
  • Review login history for every user.
The advantage of integration

Because everything is connected, the system can cross-check one area against another. Errors are caught within hours, while the cause is still fresh, instead of at the audit.

20. Customer Self-Service

What you can do
  • Let customers register themselves and request your services by placing a pin on a map.
  • Set the rules for each service: price, notice period, available weekdays, blocked dates, callout and weekend charges, and whether it must be paid in advance.
  • Assign field operatives, give them a mobile-friendly list of jobs with a route, and let them confirm the work done and send the invoice.
  • Let customers follow their own requests, contracts and invoices without being able to see anyone else's.
The advantage of integration

A customer's request becomes a real transaction in your ERP at the moment it is made, with its contract, stages, invoice and payment all handled by the same engine, so there is no separate booking system to reconcile.

Why Integration Matters

When it happens With separate tools In one integrated system
A customer orders Re-typed into the invoicing tool and the books. The order is the transaction; invoice and entries follow.
Goods are delivered Stock is updated in a spreadsheet, if at all. Stock, cost of sales and the invoice update together.
A payment arrives Someone searches the bank statement against open invoices. The payment is matched, the invoice is paid and the ledger is posted.
The month ends Days of reconciling before the numbers can be trusted. Reports are live and warnings flag anything out of line.
Tax is due Figures are gathered from several places. Returns are prepared from the ledger you already keep.
Someone asks who made a change Hard to say. Every action is linked to a user, an approval and an audit trail.

Getting Started

You do not have to set all of this up at once. Most businesses begin with counterparties, contracts, transactions and invoices, then add cash matching, stock, approvals and tax as they are ready.

Our team supports you through the set-up, including moving your existing spreadsheets across. Onboarding is currently free, and there are no user fees for the first 12 months.

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