Start free to see what Halo can do on your own files. Move to Beginner for the full audit toolkit, and step up to Professional when your firm adds sustainability reporting.
Halo is source agnostic. It works off the files you upload, and connections to Xero, SharePoint and Teams are optional. There is nothing to export and nothing to migrate.
Both paid plans ship with the complete audit toolkit and Ask Halo. Each tool knows the standard it works to, runs end to end, and cites every figure back to its source.
Reads a trial balance into a health score, an ATO benchmark check, a ratio profile and a client ready brief, or scores a general ledger for audit risk at the transaction level.
Substantive testing on the general ledger. It selects the sample, matches each item to its supporting document, and returns a report you can download.
Turns completed testing into ASA 265 management letter points, pulled per client into a Word or Excel management letter.
Reviews a set of financial statements against the engagement file, with a comprehensive read, disclosure checks, version comparison, and exception flagging.
Drafts engagement letters, management representations and substantive memos from the underlying file.
Reviews the income tax reconciliation against the financial statements, checks the current and deferred tax balances, and flags positions that need support before lodgement.
A chat assistant grounded in your uploaded files and your firm's knowledge base, so the answer always carries a source you can open.
Run Halo inside the documents you already work in, with a native ribbon and panel in both Excel and Word.
Professional adds Halo's carbon accounting and climate disclosure tools, built for the Australian sustainability reporting standards AASB S1 and S2. Every emissions figure traces back to a published National Greenhouse Accounts factor.
Classifies an entity under Group 1, 2 or 3 from its size, sets the reporting deadline, and opens a full AASB S1 and S2 disclosure checklist with evidence attached per item.
Reads the general ledger and utility bills, classifies every transaction, and calculates it against the published National Greenhouse Accounts Factors 2025.
A continuous monthly ledger per entity and financial year, with a monthly close that locks the month, snapshots the totals, and carries unresolved items forward.
Checks a draft sustainability or annual report against every AASB S1 and S2 requirement, with a verbatim quote and a page reference for anything reported as addressed.
Drafts the four pillars with figures drawn only from the linked inventory, flags any number that is not in it, and exports to Word with citations.
Every emission factor Halo can apply, published on one page exactly as the Department of Climate Change, Energy, the Environment and Water released it.
Start a free trial and run Halo against a trial balance, an audit file, or a draft sustainability report you are working on right now. No slides, and no setup work on your end.