Know what came in.
Track invoices, deposits, partial payments and actual income without losing the trail.
BUILT FOR SERVICE BUSINESSES
Run the business.
See the whole picture.
Clients, quotes, invoices, payments, cash flow and month-end performance — connected in one premium workspace.
Private workspaceTenant-isolated dataDesktop + mobile
RECEIVEDR 74 500Live monthly income
OUTSTANDINGR 12 000Know what is still due
EXPLORE THE WORKSPACE
EARLY ACCESS · LIMITED TO 5
1 of 5 places are already filled.
4 places remaining for businesses willing to use HALO Finance and provide real-world feedback.
EARLY ACCESS CAPACITY1/5
Application opens in WhatsApp with your details pre-filled.
ONE SOURCE OF TRUTH
You shouldn't need five different places
to understand one business.
Know who owes what.
Every client gets a financial history, independent invoice sequence and outstanding balance.
Know where cash went.
Follow real cash movement separately from invoicing so the numbers mean what you think they mean.
Know how the month ended.
Income, expenses, profit, cash position and performance in one month-end snapshot.
INTERACTIVE PRODUCT TOUR
Explore selected functions.
This is a safe preview using sample business data. Your real HALO Finance workspace stays private.
REVENUE CONTROL
Know what's been invoiced, what's been paid, and what's still out.
R 12 000 outstandingOne place to see received income, invoiced value and outstanding balances.
THE CORE WORKFLOW
From client work to actual cash.
HALO Finance connects the commercial journey instead of making you enter the same information repeatedly.
Client
Create the profile once.
Quote
Build and send the offer.
Invoice
Convert accepted work.
Payment
Record deposit or balance.
Cash flow
The workspace updates.
WHY IT MATTERS
One action should update the rest of the business.
Invoice paid→Income updated→Cash flow updated→Client total updated
MORE THAN A TRACKER
Built around real service-business admin.
01
CLIENT-CENTRED BILLING
Every client gets their own billing sequence and history.
Create the client once. Their invoices start at 0001, count independently, and feed their lifetime income and outstanding balance.
APApex Interiors
- Lifetime income
- R 68 000
- Outstanding
- R 12 000
- Next invoice
- AP-INV-0007
02
RECURRING BILLING
Retainers without rebuilding the invoice every month.
Schedule weekly, monthly, quarterly or custom recurring invoices with pause, resume and end controls.
Monthly retainer01 SEP
03
PARTIAL PAYMENTS
Deposits and balances make sense.
Record multiple payments against one invoice and see the remaining balance update automatically.
R 13 000 paidR 7 000 remaining
04
RECEIPTS + REPORTING
Keep the paper trail and the performance view together.
Payment receipts, budgets, savings goals, expenses, operations and month-end reporting live inside the same financial command centre.
EARLY ACCESS · 1/5 FILLED
We still have 4 places
before the wider launch.
Use HALO Finance in your real workflow, tell us what works, what doesn't and what's missing. Your feedback directly shapes the product.
Private workspaceDirect feedback channelEarly product access
Early access is for product evaluation and usage feedback. Spaces are limited.
PRIVACY & SECURITY
Your business data stays inside your workspace.
HALO Finance applies tenant isolation, authenticated access and application-level safeguards to financial records and client data.
Tenant-isolated
Database operations are scoped server-side to the authenticated business workspace.
Secure access
Hashed passwords, protected sessions, CSRF controls and login throttling help protect account access.
POPIA framework
Privacy notices, operator terms, data requests and recorded legal acceptance are built into the platform.
Auditable
Security-sensitive activity can be recorded in a platform audit trail and incident register.
QUESTIONS
Before you get started.
Is HALO Finance accounting software?
HALO Finance is a business finance and operations workspace. It helps organise clients, quotes, invoices, payments, income, expenses, cash flow and reporting. It does not replace professional accounting, tax or financial advice.
Who is it designed for?
The current product is focused primarily on service businesses, agencies, consultants, contractors and other businesses that manage clients and bill for work.
Can I use it on my phone?
Yes. The interface is responsive and designed for desktop and mobile access through the browser.
What happens during early access?
Selected businesses receive a private workspace and use the product in normal operations. In return, we ask for practical feedback on usability, bugs and missing functionality.