Halo connects to where your firm already works.

Halo plugs into the tools your data already lives in, with no exports and no manual sync, and it respects every access control you already have.

Video pending · Halo in a single sitting
A working session, end to end
Office add ins
  • Excel
  • Word
Where your files live
  • SharePoint
  • Teams
  • Google Drive
  • Dropbox
Live connectors
  • QuickBooks Online
  • Xero

These are the connectors live today. Dropbox and Xero are the most recent additions, and we add more as firms ask for them. Tell us what you need.

No exports

Straight from the source

Halo reads the live ledger and the documents in place, so there is no exporting, no manual sync, and no copying figures between tabs.

Your controls

Your access controls, respected

Halo honours every permission your firm already has, so people only ever see what they were cleared to see.

Read first

Read before write

Connectors are read only on day one. Anything that writes back to a connected system ships later, behind explicit user approval.

Run Halo on your own files.

Bring a trial balance, a tax position, or a draft memo. Forty minutes with one of our partners and Halo running live on your own screen.

Book a demo →