Methods that Horizon Finance uses to Ingests Accounting Data

Horizon Finance supports multiple data ingestion methods to bring in accounting data from external source systems. Understanding these options will help you choose the most efficient and reliable approach for your organization.

Horizon Finance provides three main ways to ingest accounting data:

1. API Integration (Automated Feed)

• Description: Data is sent automatically via an API connection from a source system.

• Best For: High-volume or real-time integrations with ERP or financial systems.

• Key Benefits:

  • Fully automated and seamless

  • Minimal user intervention required

  • Ideal for ongoing, daily uploads

💡 Note: API setup requires technical configuration and credentials to authenticate the source system.

2. Mapped CSV Upload

• Description: On-Platform Users upload a CSV file that has been pre-mapped to Horizon Finance’s data format.

• Best For: Organizations without API access or those needing periodic/manual uploads.

• Key Benefits:

  • Easy to manage for smaller teams

  • Supports custom mapping for flexibility

  • Supports on-platform users who don't have or require an API 

📂 CSV set-up is required prior to using this method. 

3. Email-Based Upload

• Description: Users email a data file(s) to a dedicated email address.

• Best For: Simple, low-volume submissions or when direct platform access is not feasible.

• Key Benefits:

  • No need to log into the system

  • Simple and quick for basic use cases

  • Covers a lot of edge cases (single files with 

• Confirmation: The system sends an automatic confirmation email once the data is successfully uploaded.

📧 Make sure to use the approved sender email address to avoid ingestion errors or rejections.

🔍 Choosing the Right Method

📌 Key Considerations

• Ensure data is validated before upload to avoid processing errors.

• For mapped CSV and email routes, file formatting is critical—always follow the latest template.

• Users should monitor confirmation messages or error alerts to confirm successful ingestion.

💡 Learn More

• Setting Up API Access in Horizon Finance

• Data Mapping Guide for CSV Uploads

• Supported Email Upload Addresses and Format Requirements