- Help centre

Questionswe get a lot.

Short answers to the things people ask most. If yours is missing, our team replies within one working day.

Popular:

15 answers

The basics

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.

Do you support multiple currencies?

Yes. Growth and Scale handle multiple currencies with daily rates, and Scale consolidates entities across them into one view.

How accurate is the AI bookkeeper?

It matches about 98% of transactions without help after the first month. Anything below its confidence threshold comes to you as a question, never a guess.

How do I get help?

Chat and email support on every plan, with replies within one working day. Growth gets priority replies, and Scale gets a named customer success manager.

Getting set up

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.

Which banks can I connect?

Over 40 UK banks and card issuers through Open Banking, plus payment accounts and payroll. If yours is missing, you can upload statements while we add it.

Can you import from my current software?

Yes. We import your chart of accounts, contacts and up to three years of history from a CSV or a direct connection. Most imports finish overnight.

Security

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.

Who at Halvern can see my data?

Nobody, unless you grant temporary support access from your settings. Every access is logged and visible to you.

Where is my data stored?

In UK data centres by default, with EU hosting available on Scale. Backups are encrypted and kept in the same region.

Do you support single sign-on?

Yes. Scale includes SSO and SCIM provisioning, so access follows your identity provider and leavers lose access straight away.

Plans and billing

Can I cancel anytime?

Yes. Plans are monthly with no setup fee and no minimum term. Export everything in one click if you leave.

What happens when the trial ends?

You choose a plan or drop to Starter. Nothing is deleted, and we never charge without asking first.

Do prices include VAT?

Prices are shown before VAT. Your invoice shows VAT at the standard rate for UK businesses.

Do you charge per user?

No. Every plan includes unlimited users, from the founder to the board observer.

Stillstuck?

Send us a message and a real person will reply within one working day.