Halo



Halo is the AI agent for Australian accounting, audit, and tax firms, and it works inside Excel and Word. Upload a ledger and it reads every transaction, flags the entries that carry risk, and selects the samples worth testing. Open a set of financial statements and it checks every figure and disclosure against Australia's accounting and audit standards.

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One agent that works across every surface your firm already uses.

Halo lives where your work already lives. The web app, native add ins for Excel and Word, and a direct line into SharePoint and Teams. You can start a thread in one place and pick it up in another without losing the context, the citations, or the files you were working on.

Excel

Read a trial balance or general ledger, run reconciliations and variance analysis, and select your audit samples without leaving the sheet. Trace any figure back to the cell it came from, and ask Halo to explain any formula it writes.

Review every document against the standard.

Point Halo at a set of financial statements and it reads them against the engagement file, checking disclosures, versions, and exceptions. It marks up what needs a change with tracked edits, and every issue it raises links back to a source you can open.

Word

Review a set of financial statements, check every figure and disclosure against the standard, and pull numbers straight from the trial balance. Halo marks up what needs a change and cites every claim back to a source in your Database.

Halo connects to where your firm's files already live.

The Office add ins run inside Excel and Word, Halo reads from SharePoint, Teams, Google Drive, and Dropbox, and live connectors pull your ledger straight from QuickBooks Online and Xero. Nothing to export, and Halo respects the access controls your firm already has.

Office add ins
  • Excel
  • Word
Where your files live
  • SharePoint
  • Teams
  • Google Drive
  • Dropbox
Live connectors
  • QuickBooks Online
  • Xero

Private, encrypted, and kept in Australia.

Solo accountants and small firms handle some of the most sensitive financial information there is. Every file you upload to Halo is encrypted at rest and in transit, stored on Australian infrastructure, and isolated to your firm. Your client data stays private, and it stays yours.

Location

Stays in Australia

Your files are stored and processed on Australian infrastructure, in primary and replica regions both inside Australian borders. The core AI that reads them runs in Australia too.

Encryption

Encrypted at every step

AES 256 for data at rest, TLS 1.3 in transit. The same standards your bank holds itself to, applied to every document you upload.

Isolation

Isolated to your firm

Row level security scopes every query to your firm and your Job, so there is no silent cross tenancy access, ever.

Read the security brief →

Every kind of work Halo can take off your plate.

Halo organises work into Jobs. Each Job brings along the right tools, evidence requirements, and presentation defaults for the work in front of you. Pick a Job, hand over the files, and Halo gets to work with every claim cited back to a source.

Get a comprehensive overview of your financial statements.

Hand Halo a trial balance or a set of financial statements and its financial health and risk analysis returns a full read in minutes: a health score, an ATO benchmark check, the ratios and movements that matter, and a plain-language action plan. It surfaces the accounts worth a closer look before you start, so you walk in knowing exactly where the risk sits.

Automate your audit testing by selecting hundreds of samples.

Halo selects the sample for you, sized and stratified the way the standard requires, then matches every item back to its supporting document and tests the attributes. It runs across hundreds of samples at once, flags the exceptions, and hands back a workpaper you can download, with every figure cited to the exact document and cell.

What firms actually run Halo for.

A library of pre-built tools for the audit work that fills your week, with a dedicated sustainability and carbon accounting suite on Halo Professional. Each one knows the standard, runs end to end, and cites every figure back to its source.

Ask Halo

A chat assistant grounded in your uploaded files and your firm's knowledge base.

Audit Findings

Turns completed testing into ASA 265 management letter points, assembled into a Word or Excel management letter.

Audit Sampling

Selects the sample, matches each item to its supporting document, and returns a report you can download.

Carbon Accounting

Measures Scope 1, 2, and 3 emissions against the published National Greenhouse Accounts factors, and drafts the climate disclosure with every figure traced to its source.

Document Review

Reviews a set of financial statements against the engagement file for disclosures, versions, and exceptions.

Excel and Word add ins

Run Halo inside the documents you already work in, with a native ribbon in Excel and Word.

Financial Health Check

Reads a trial balance into a health score and an ATO benchmark check, or scores a general ledger for audit risk at the transaction level.

Rollforward

Drafts engagement letters, management representations, and substantive memos from the underlying file.

Tax Position Review

Reviews the income tax reconciliation against the financial statements, checks the current and deferred tax balances, and flags positions that need support before lodgement.

Now with carbon accounting, built for AASB S1 and S2.

Halo Professional adds a full sustainability suite. It measures an entity's emissions from the general ledger and utility bills against the published National Greenhouse Accounts factors, checks a draft report against every disclosure requirement, and drafts the climate note with every figure traced to its source.

Explore the sustainability suite →

How Halo works through a piece of work.

You can see what Halo is doing at every step. Every number it shows you is cited back to a source you can open in one click, nothing is invented, and if a file or reference library can't be read Halo tells you and stops. It will never quietly fill a gap with a guess.

Read the safety posture →
  1. 01 Reads the brief
    Halo restates what you asked for in plain language and confirms before it touches a file.
  2. 02 Lists the sources
    Every file it intends to use is listed first, with the cells, sheets, or pages it will draw from.
  3. 03 Shows the working
    Calculations appear with their inputs. Hover any figure and the source opens.
  4. 04 Flags the gaps
    If a source is missing, illegible, or contradicts another, Halo stops and asks.
  5. 05 Hands you the file
    A workpaper, schedule, reconciliation, or review pack, in the format your firm already uses.

Every answer is grounded in a real source, never fabricated.

Halo's retrieval layer reads from two libraries in parallel: your firm's own files and a continuously maintained corpus of Australian accounting standards, tax legislation, ATO rulings, and ASIC regulatory guides. Every claim the agent makes is backed by a citation to one of the two. If it cannot cite the source, it does not write the line.

Library

Your firm's files

Trial balances, ledgers, prior year accounts, client correspondence, scanned source documents. Halo indexes everything in your Database with per cell and per page provenance, so a number in a workpaper links back to the row, the sheet, and the file it came from.

Library

Australian source of truth

AASB and ASA standards, the ITAA and GST Act, ATO public rulings and determinations, ASIC regulatory guides. Maintained against current and prior year texts so historical positions still resolve. Cited by section, paragraph, and effective date.

When the answer is not in your files, Halo can research it.

Halo can search the open web and read authoritative sources when a question reaches past your Database, then bring back a short, cited answer you can check. Ask it to confirm a current ATO rate, find a recent change to an accounting standard, or read a company announcement, and every claim links back to the page it came from.

Anything Halo reads on the web is treated as material to read, never as an instruction to follow, and it stays separate from your private files. When Halo runs a search, only a sanitised query leaves Australia, with client identifiers stripped first. Your documents and client data are never sent to run a search.

See Halo run against your firm's own files.

Start a free trial and run Halo against your own files today. No setup, no slides, and nothing to migrate.

Try for free →