AI-powered finance OS
Your bankWon't dothis.
Track cash flow, automate reporting and forecast revenue in one place. It tells you what the numbers are doing, even when you would rather it didn't.
- Income
- Invest
- Expense
- 6,500
- 6,000
- 5,500
- 5,000
- 4,500
- 4,000
- 3,500
- 3,000
- 2,500
- 2,000
- 10:59pm
- 11:59pm
- 12:59am
- 1:59am
- 2:59am
- 3:59am
- 4:59am
- 5:59am
- 6:59am
- 7:59am
- Amount
- £1,000.00
- GBP → EUR fee
- £0.00
- Total amount
- £1,000.00
Agent reconciled
Transactions
| Date | Merchant | Category | Amount | Status |
|---|---|---|---|---|
| 18 Oct | Skyops | Software | £1,240.00 | Matched |
| 17 Oct | Ostler Kitchen Co | Sales | £84.20 | Pending |
| 17 Oct | Brindle & Vale | Sales | £312.50 | Matched |
| 16 Oct | Kiln Lane Coffee | Expenses | £58.00 | Pending |
| 15 Oct | Moorcroft Joinery | Sales | £940.00 | Matched |
| 15 Oct | Wrenfield Dental | Expenses | £26.40 | Review |
6 transactions · 2 need a look
Scheduled
Payments
- PayrollFriday · 38 people£48,210.00
- VAT24 Oct · HMRC£12,840.00
- Skyops28 Oct · Software£1,240.00
Three payments ready. Nothing leaves without your say so.
Out this week
£62,29041 payments · 9 currencies
Aged debt
Invoices
| Invoice | Customer | Due | Amount | Status |
|---|---|---|---|---|
| INV-1042 | Ostler Kitchen Co | 18 Oct | £4,800.00 | Overdue |
| INV-1041 | Brindle & Vale | 22 Oct | £6,240.00 | Due |
| INV-1038 | Kiln Lane Coffee | 28 Oct | £3,180.00 | Due |
| INV-1031 | Moorcroft Joinery | 12 Oct | £4,200.00 | Paid |
The agent has chased both overdue invoices twice.
Agent inbox
Needs you
- Duplicate charge found
Skyops charged twice this month. I can dispute the second charge.
- Two invoices are late
Ostler Kitchen Co and Wrenfield Dental. Want me to chase them politely?
- Runway check
At the current burn, runway drops below six months in June. Model a scenario?
Three items, all under £5k.
- Finance close in 2 days
- SOC 2 Type II
- Bank-grade encryption
- No more spreadsheets
- Halvern
- Halvern trusted by 4,200+ teams
Trusted by finance teams at
- OstlerKitchen Co
- Brindle & Vale
- MoorcroftJoinery
- Kiln LaneCoffee
- WrenfieldDental
- FernhillStudio
and 4,200+ more
- The old way
Finance stacks areDuct-taped at best.
- 1
Spreadsheets that lie
Three tabs, two formulas, one disaster.
- 2
Banks that ghost you
Real-time? Try real-yesterday.
- 3
Reports nobody reads
47 page PDFs delivered Tuesday for Monday's call.
- 4
Forecasts from feelings
Vibes are not a financial model.
- Features
Everything finance.Nothing extra.
A finance OS that closes the books and shows you where the money went, in plain English.
Cash flow, live
Every account, card, and wallet, reconciled by the minute.
Learn more about cash flow, liveAI bookkeeper
Categorise, reconcile, and chase invoices without lifting a thumb.
Learn more about ai bookkeeperForecasts that hold up
Scenario models built from your actuals.
Learn more about forecasts that hold upOne-click reporting
Board decks, P&L, and runway in a single export.
Learn more about one-click reportingAudit-ready trails
Every change is tracked and every approval is signed. SOC 2 is included.
Learn more about audit-ready trailsMulti-entity, multi-currency
Consolidate 14 entities and 9 currencies in one click.
Learn more about multi-entity, multi-currency
- Solutions
The CFOin yourpocket.
Halvern's agent watches the books around the clock, flags anomalies, drafts your board memo, and chases late payers politely.
- Anomaly alerts before they hit the books
- Auto-generated board narratives
- Cash forecasting with 92% accuracy
- Approvals from chat, email, or SMS
AI agent • Live
"Vendor Skyops charged twice this month. Want me to dispute the second charge?"
68%
Of spend automated
£8.4k
Overcharges recovered
- Product tour
Click throughthe money.
Three screens from the product, with no video to sit through.
Live cash flow
Every account. One balance.
£25,421.64
+5.2% on last month
Scenarios
Steady collections leave 14 months of runway.
Approvals
Yes, no, or ask why.
- Payroll run£48,210.00
38 people · Friday 28 October
- Skyops invoice£1,240.00
Software · charged twice
- New company cardn/a
For Priya Nair · £2,000 limit
Approve from here, email or SMS. Every action is signed.
Board pack
The board pack, in one click.
Includes P&L, balance sheet, cash flow and runway.
- Workflow
Four stepsZero spreadsheets.
- 01
Connect
Plug in banks, cards, payments and payroll. It takes about two minutes.
- 02
Automate
AI categorises, reconciles, and reports for you.
- 03
Forecast
Live scenarios that update as money moves.
- 04
Decide
Stop guessing. Start running the business.
- Integrations
Plugs intoeverything.
Over 120 native integrations with two-way sync, so you can stop moving data by CSV.
- Team chat
- Messaging
- CRM
- Cloud storage
- Spreadsheets
Used monthly by over 4,200teams to run, report, andforecast money.
£12bn+
Cash tracked
4,200
Finance teams
92%
Forecast accuracy
37hrs
Saved per month
- Customer story
Six kitchens.
A two-day close.
"We closed the month in 2 days instead of 11. The AI agent literally drafted my board narrative."
- Days to close
- 11 → 2
- Hours saved a week
- 14
- Loved by operators
Nice thingspeople said.
"We closed the month in 2 days instead of 11. The AI agent literally drafted my board narrative."
"Halvern replaced three tools and one consultant. Our runway dashboard is now actually live."
"First finance product that doesn't feel like enterprise punishment."
- Pricing
Pay for theoutcomes.
No per-seat tax, no setup fee and no 18-month contract.
Starter
£0£0
free forever
For solo founders running on vibes (and a payments account).
- 1 entity
- 2 bank accounts
- Manual reports
- Email support
- Most popular
Growth
£249£208 a month
billed monthlybilled annually at £2,490
For teams scaling past spreadsheets.
- Unlimited entities
- AI bookkeeper
- Forecasting + scenarios
- Chat approvals
- Priority support
Scale
Custom
For finance teams running multiple entities and currencies.
- Multi-entity consolidation
- SSO + SCIM
- Audit trail exports
- Dedicated CSM
- FAQ
Questionswe get a lot.
Is my financial data safe?
Bank-grade encryption, SOC 2 Type II, and read-only connections by default. Your data lives in your region and never trains our models.
How long does setup take?
Most teams connect their banks and cards in about two minutes. Historic transactions import overnight, so your first forecast is ready the next morning.
Does it replace my accountant?
No. Halvern does the bookkeeping grind so your accountant can spend their hours on advice, tax planning and year-end, not chasing receipts.
Can I cancel anytime?
Yes. Plans are monthly with no setup fee and no minimum term. Export everything in one click if you leave.
Do you support multiple currencies?
Yes. Growth and Scale handle multiple currencies with daily rates, and Scale consolidates entities across them into one view.
Get on theright sideof everydecision.
Join the finance teams using Halvern to close faster and see where the money goes.