Halo AI, the AI workspace for Australian firms

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.

Drop in a trial balance and get back the testing workpapers.

Upload a trial balance with the supporting evidence and Halo prepares the testing workpapers for you. It agrees every figure back to its source, runs the sample selections, and flags exceptions automatically. Every line carries a citation pointing to the exact document and cell, and if a source can't be read Halo tells you instead of guessing.

Video pending · Workpaper testing

BHP Group Limited · ABN 49 004 028 077 · FYE 30/06

Bank, intercompany, and ledger reconciliations, done in the background.

Halo matches transactions across your bank statements, intercompany schedules, and general ledger, then surfaces the breaks and proposes reconciling items where it can. Every match links back to the exact document, page, and line, and a break stays a break on the screen until you accept it or override it with a note.

Video pending · Reconciliations

BHP Group Limited · Bank reconciliation

Your work follows you from one surface to the next.

Start a thread in Excel and continue it in Word. Halo carries the context, the citations, and the Job state with you, so you don't have to re-explain what you're doing every time you open a different file.

Video pending · A thread across Excel and Word

BHP Group Limited · 30/06 · Job 0241

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 →

01 Reads the brief

Halo restates what you asked for in plain language and confirms before it touches a file.
02 Lists the sources

Every file it intends to use is listed first, with the cells, sheets, or pages it will draw from.
03 Shows the working

Calculations appear with their inputs. Hover any figure and the source opens.
04 Flags the gaps

If a source is missing, illegible, or contradicts another, Halo stops and asks.
05 Hands you the file

A workpaper, memo, draft, or schedule, in the format your firm already uses.

BHP Group Limited · Trial balance to signed workpaper

Safety is built into how Halo works, not bolted on with a policy document.

Three guarantees that are enforced in code and audited continuously. Not policy statements, not future commitments, but structural properties of how the system is built.

Read the security posture →

Halo answer with seven cited references and follow-up prompts

The agent cannot delete your data.

Halo has zero authority to delete data anywhere in the system. No file, no row, no record. Deletion is a human action that requires a human credential. The agent does not hold one.

Every figure is cited or it is not shown.

If Halo cannot point to the source of a number, the number does not appear. There is no fallback to a plausible value. There is no quiet rounding from an unknown input.

Your data cannot leave Australia.

Every file you upload is encrypted at rest and in transit, stored on Australian infrastructure, and isolated to your firm. There is no path that takes it offshore, and no other firm can reach it.

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 → Read the product page