Halo



Halo AI is the AI workspace for Australian audit, tax, and accounting firms. It runs natively inside Excel, Word, SharePoint, and Teams, so the same agent that drafted your memo this morning remembers your trial balance from yesterday and your client's house style from last quarter.

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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 trial balances. Test workpapers. Run reconciliations and variance analysis. Trace any number back to the cell it came from. Insert formulas Halo can explain.

Word

Draft memos, audit reports, tax positions, and client letters in your firm's voice. Halo 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, and it should never leave the country to be read by an AI. 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. They never leave the country.

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 knows its type (auditor, accountant, or tax) and brings along the right tools, evidence requirements, and presentation defaults. Pick a Job type, 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.

Halo financial health and risk analysis dashboard with risk bands, transaction risk over time, and triggered control points

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.

Halo audit testing run showing selected samples, risk scores, and triggered control points

Automate document generation and review.

Halo drafts engagement letters, management representations, tax memos, and reports straight from the file, in your firm's voice and format. Point it at a document and it reviews against the engagement file for disclosures, versions, and exceptions. Every claim it writes, and every issue it raises, links back to a source you can open.

Halo Document Review inside Microsoft Word flagging a deferred tax disclosure and inserting a tracked change

What firms actually run Halo for.

A library of pre-built tools for the work that fills your week, across accounting, tax, and audit. Each one knows the standard, runs end to end, and cites every figure back to its source.

Period-End Close

Runs the month or year end close in order, from reconciliations through journals to sign off.

Reconciliations

Ties ledger balances back to bank, supplier, and source records and surfaces the differences.

Adjustments

Finds accruals, prepayments, and corrections and drafts the adjusting journals for review.

Statements and Returns

Produces financial statements, BAS, and returns straight from the ledger.

Bookkeeping Copilot

Classifies bank transactions to the chart of accounts and learns your firm's rules as it goes.

Leases (AASB 16)

Builds the right of use asset and lease liability schedule and posts the journals each period.

Loan Amortisation

Builds the effective interest schedule and posts the interest and principal journals.

FX Revaluation

Revalues foreign currency balances at month end against the RBA closing rates.

Consolidation

Rolls multiple entities into one set, with currency translation, intercompany matching, and minority interest.

Financial Health Scorecard

Reads a trial balance and returns a health score, an ATO benchmark check, and a plain language action plan.

Division 7A

Tracks the loan, works out the minimum repayment, and flags the unpaid present entitlement positions.

CGT

Works out capital gains with indexation, the discount, and the small business concessions.

FBT

Works out fringe benefits tax and the gross up.

Preliminary Risk Analysis

Scores risk before fieldwork and surfaces the accounts worth a closer look.

Audit Sampling

Selects the sample, matches it to supporting documents, and returns a report you can download.

Document Generation

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

Financial Statements

Rolls prior year financials forward, remaps the trial balance, and regenerates every note.

Document Review

Reviews a document against the engagement file for disclosures, versions, and exceptions.

Auditor Completion

Compiles the findings, drafts the opinion and management letter, and bundles the review pack.

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, memo, draft, or schedule, 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 draft 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. Your firm's data is never sent out to run a search.

Halo searching the open web and returning a cited answer on the 2026 federal budget CGT changes

See Halo run against your firm's own files.

Book a forty minute demo with one of our partners. Bring a trial balance, an audit file, or a tax position you're working on right now and we'll run Halo against it live. No slides, no setup work on your end.

Book a demo →