Getting Started

From spreadsheets to
clarity in weeks.

Getting started with Horizon360 is simple. Here's how we transform your business operations in four straightforward steps.

01

Connect Your Data

Link your existing tools (QuickBooks, Xero, Slack) or import data from spreadsheets. No data entry required – we pull in what you already have.

QuickBooks integrationCSV importXero syncManual entry
02

Configure Your Platform

Set up your company profile, define your OKRs, and customize dashboards to show what matters most to your business.

Company profileOKR frameworkCustom KPIsRole-based access
03

Onboard Your Team

Invite team members with appropriate access levels. Each role sees exactly what they need – nothing more, nothing less.

Team invitationsRole permissionsTraining resourcesSupport access
04

Run Your Business

Track strategy, monitor finances, manage talent, and oversee operations – all from one integrated platform. Watch your clarity multiply.

Real-time dashboardsAutomated reportsSmart alertsExecutive summaries
White-Glove Implementation

We're with you every step

You're not alone. Our team ensures your success from day one.

Setup in hours, not months

Most customers are fully operational within a week

Dedicated success manager

Personal guidance through setup and beyond

Data migration support

We help you bring your existing data across

Training included

Get your whole team up to speed quickly

Implementation Timeline

Up and running in weeks

Week 1

Discovery & Setup

Initial call, account setup, integrations connected

Week 2

Data Import

Historical data migrated, dashboards configured

Week 3

Team Onboarding

Training sessions, role setup, go-live preparation

Week 4

Go Live

Full platform access, ongoing support begins

Ready to get started?

Book a demo and see how quickly you can transform your business operations.