Routing that bends to your policy
Approvals route by amount, vendor, tag, department, or any rule your legal team hands down. No code. No workflow diagrams.
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Run the parts of your company that shouldn't have to think .
Approvals, budgets, reporting, wired together as one mechanism. Halvert replaces the nine tools keeping your ops director up at night.
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Product dashboard
Trusted by 12,000+ operators at companies like
- Northbay Studio
- Fieldnote
- Wayfare Transit
- Lattice Health
- Meridian Field
- Contour & Vale
Features
Machinery that earns its keep.
Halvert is built from six modules that snap into each other. Adopt the ones you need. The rest wait patiently in the drawer.
AAA-rated controls
Deterministic rule engine. Signed audit log by default. SOC 2 Type II and SAML-ready from day one.
Multi-entity workspaces
Run ten legal entities through one ledger without the wires crossing. Roll-ups are automatic.
Reporting that tells a story
Every board deck you used to build from three spreadsheets, ready in Halvert before the meeting starts.
190+ currencies, real rates
Pull real market FX every ten minutes. No hidden 1.5% spread. No weekend surprise.
Live spend alerts
Slack, email, or SMS. Triggered the second a threshold breaks, not the first of next month.
For founders
Routine tasks are now automated.
Every request routes through a policy set you define once. Amount, vendor, tag, department, custom rule. The audit trail is signed and immutable. You keep moving.
Approval routing
Halvert trimmed two days off every month-end close. The board deck writes itself now.
For enterprises
Strategic decisions in real time.
Your executive team opens one dashboard. Assets, runway, category spend, cohort revenue, live, not last-quarter. Tags auto-attach so every chart tells the same story.
Strategic dashboard
Start for free
Start wiring the quiet machinery of your ops.
Free for teams under three. No card required. Pro trials run for seven days.
Start free FAQ
Here's why teams trust Halvert.
Do I need a finance team to use Halvert?
No. Halvert is designed for founders and ops generalists. If you can describe a policy in plain English, you can wire it as a rule in Halvert. No SQL, no scripting.
How does Halvert handle approvals?
Every request routes through a deterministic rule set you define once. Amounts, departments, vendors, custom tags, all fair game. The audit trail is automatic and signed.
Which tools does Halvert replace?
Most teams retire three to four tools when they adopt Halvert: an approval tool, a budgeting spreadsheet, a rules engine, and usually a second spreadsheet that tracks the first spreadsheet.
Is Halvert SOC 2 certified?
Yes. Halvert is SOC 2 Type II certified, GDPR compliant, and supports BAA agreements for regulated industries. Ask sales for the trust report.
Can I migrate from my current tools?
We ship a guided importer for the twelve most common SaaS tools in the ops stack. For anything else, your success lead will run the migration with you in the first two weeks.