For finance & operations teams
Halyard brings ledgers, approvals, and floor data into one workspace. Finance and operations stop reconciling by email and start working from the same numbers.
14-day trial · No card required · Set up in an afternoon
Example screen with demo data. It pauses off screen.
Every close follows the same four steps. Nothing depends on a spreadsheet only one person can edit.
Link accounting, banks, and inventory once. Mappings live in one place and are versioned, so a changed account never breaks a sync quietly.
Connections run on read-scoped credentials. Before anything syncs, the system shows a preview of every mapping it will create.
Transactions, receipts, and stock movements are matched automatically. What is left is a short exception queue with the evidence attached.
Matching runs continuously, not in a nightly batch. The queue you see in the morning is already smaller than the one you left.
Reviewers sign off where the context is: amounts, documents, and the policy that triggered the request. No approval lives in a chat thread.
Each decision records who approved, when, and against which version of the policy. Delegation keeps the queue moving during leave.
Close status and variance reports build as work happens. Leadership sees progress without asking for it, and the final pack is ready at day four.
Reports are templates, not one-off exports. The same pack regenerates every period with the new numbers in place.
Matching, approvals, and floor data — the work that consumes the month — get the system they should have had years ago.
Bank lines, invoices, and receipts are matched as they arrive. Exceptions keep their context so reviewers decide in seconds.
Requests route by amount, cost center, and team. Approvers see the full chain, so sign-off never waits in an inbox.
The month-end close runs as a shared checklist with owners and dependencies. Progress is visible while it happens, not after.
Stock counts, variances, and work-in-progress land next to the ledger. Operations and finance argue from the same numbers.
Every change carries who, what, and when. Auditors get read-only access and exportable evidence without a support ticket.
Close status, burn, and variance reports generate as the period progresses. Leadership reads progress instead of asking for it.
Every module in this list, with the controls and integrations behind it. Product tour
The close stops being a scavenger hunt across inboxes and exports. Matching, sign-offs, and evidence live in one queue, so the team ships the period instead of assembling it.
See the finance walkthrough OperationsPurchasing, stock, and production data stop arriving as month-old spreadsheets. Operations sees commitments as they happen and fixes variances inside the period.
See the operations walkthrough ITProvisioning follows roles, not memory. Data flows through documented connections with scoped credentials, and the audit log answers the questions you would otherwise investigate.
See the it walkthroughAnnual billing takes two months off the price. Prices per user per month.
For small teams formalizing their first close process.
$19 per user / month
Start free trialFor finance teams that own a monthly close across entities.
$49 per user / month
Start free trialFor multi-entity operations with audit requirements.
Custom annual agreement
Talk to salesAccounting systems, banks, data warehouses, and identity providers. Every mapping is versioned and testable before it goes live.
Browse integrationsA 30-minute walkthrough with a product specialist, using a dataset shaped like your month. No slideware.
Demo tool — remove before launch.