What firms use Halo for.

These are the uses Halo covers today across accounting, tax, and audit, each one taken end to end with every figure cited back to source. The set grows with every release.

Video pending · Halo in a single sitting
A working session, end to end

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.

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.

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