Halo is the AI workspace for Australian audit, tax, and accounting firms. Reconciliations run, workpapers prepared, financial statements drafted, and adjustments posted, all by an agent that lives inside the tools your team is already in and cites every figure it produces. The hours you save go back into the judgement work, the client conversation, and the sign off.
Across audit, accounting, and tax the same pattern repeats: agree the numbers to source, run the calculations, chase the gaps, and write it up. The work is necessary, it is slow, and it is exactly what Halo takes off your team so the judgement stays with you.
A trial balance lands, lead schedules and workpapers are populated by hand, samples are selected and re selected, and exceptions are chased through email until the file ties out. Halo prepares the testing, runs the sampling, and agrees every figure back to its source.
The bank feed lands half coded, accounts are reconciled by hand, the trial balance is sliced into statements, and the pack comes together in the last forty hours. Halo classifies the bank, reconciles the ledger, and prepares the statements with comparatives.
The client bundle arrives in pieces, figures are keyed in one document at a time, calculations are run and re run, and the letter is written from scratch. Halo reads the file first, runs the calculations, and cites every figure back to the document that sourced it.
Every piece of work in Halo is a Job. A Job has a type, either auditor, accountant, or tax, and the type determines which tools appear in the workspace, what evidence is expected, and how Halo presents its work. The Job remembers everything you and Halo have done together so you can pick it up days later without losing context.
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.
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.
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.
Start a Job in the web app and pick up the same thread in Excel and Word. Halo carries the context across with you, including the Database files you've referenced, the calculations you've done, and the open questions you've noted.
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.
Where your work lives, what Halo connects to, and what firms run it for.
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.