The financial control layer for clinical trials

An independent read on
what your trial really costs.

Found$219,490 found inside a change order
  • Catch billing errors before you pay them.
  • See change orders coming before they’re proposed.
  • Defend your forecast to the board — sources attached.

Built from the documents your CRO already sends. No integration.

Runs on the documents
you already have
Master Service AgreementsWork OrdersBudget GridsChange OrdersCRO InvoicesProtocolsPass-through Logs
Why teams arrive

You’re here because
something didn’t add up.

The change order you can’t explain

$450,000, one line of justification. You’re expected to sign it.

Halvo shows you which part is actually negotiable.

The invoice that looks wrong

More visits billed than reports filed. A unit price that quietly moved.

Halvo flags it before you’ve opened the PDF.

The forecast you can’t defend

The board asks what it costs to finish. All you have is the CRO’s number.

Halvo keeps an independent one — drivers itemised.

How it works

Three steps between you and
an independent read.

No integration project, no new data entry. It starts with the documents already in your inbox.

Intake — MRD-204
MSA_Northpoint_2025.pdfRead
WO-01_Budget_Grid.xlsxRead
CO-02_client_copy.xlsxReading
INV-0042_June.pdfQueued
Setup 72% completeMissing: protocol, CRO forecast
Or forward mail to mrd-204@vantage.halvo.ai
Feed

Feed it the pile.
Or just forward the email.

Drop in the documents, or forward them — that’s how your CRO sends them anyway. Every formula, hidden column, and merged cell gets read in full.

Read

It checks and it prices.
Sources attached.

Every figure is tested against the contract and the budget. What doesn’t tie out becomes a finding, priced before it comes back as a change order.

Challenge CH-001
Claim: duplicate start-up fee, INV-0038
Grounds: citations and arithmetic attached
You confirmed → packet sent
Credit note received 12 May 2026
Recovered$18,600
Recover

You challenge with evidence.
Not with an opinion.

Confirm a finding and Halvo drafts the packet — claim, citations, arithmetic, source documents. Nothing reaches your CRO without your sign-off.

The whole trial

Every line item rolls up
to the picture the board sees.

Timelines, total cost, and an independent forecast to complete — with every driver priced.

Site 07’s screening is running 38% slow — last-patient-in slips 41 days, already priced into the forecast at $96,000. When the board asks what it costs to finish, you get a number with its drivers itemised, not one you inherited.

Forecast to complete
Independent forecast$4.21M
CRO forecast$3.94M
Monitoring exposure+$125,800
Site 07 slip+$96,000
FX run-rate+$31,447
Gap, drivers itemised+$268,200
Milestones
First site activatedSep 2025
First patient inOct 2025
Database lockNov 2027
Last patient in, projected+41 days
One worked moment

The adjustment hiding
in column H.

From MRD-204, the phase-2 demo study every screen of our walkthrough shares.

Finding F-012 — unexplained figure
Hidden column excluded from the CO 02 total
−219,490.78, explained nowhereCO Summary!H9
At stake$219,490
Contract position
WO-01$8,400,000
CPI + CO 01 + CO 02+$1,020,400
Executed, unexplained$219,490

Change order 02 arrived marked “client copy”: $450,000, one line of justification. Halvo found a hidden column the total excluded — cell H9, holding $219,490 explained nowhere in the document.

MRD-204 is our demo study. The demo is us doing the same read on one of yours.

Why trust it

Built to be checked,
not believed.

Four guarantees, visible on every screen.

Show computation
CO 02 rate12,051.00
CPI-capped rate11,864.89
Excess × 62 remaining visits186.11 × 62
Computed in code$11,538.82
Money is computed in code
The model classifies, cites, and drafts language. It never produces a dollar value you act on.
Every claim has an address
Monitoring cap, 120 visit daysBudget!D14
Hidden adjustmentCO Summary!H9
Applied FX rate 1.6390Float!E12
CPI clause, 3.1%MSA 3.10
Every claim has an address
Click any figure and the source document opens at that exact cell, highlighted.
You confirm before anything is final
Halvo proposes; a person confirms or dismisses. Nothing reaches your CRO without sign-off.
An append-only audit trail
Who decided what, when, and why — every action recorded and exportable.
Regulatory adherence & data security

Built for a regulated industry.
Boring on purpose.

The record-keeping your QA, finance, and IT teams will ask about.

Append-only audit trail

Every action recorded with actor, timestamp, and reason. Nothing editable after the fact.

An immutable, versioned vault

Files can’t be silently altered. Every citation resolves to the exact document it came from.

Traceable by construction

Every figure carries its source address and its arithmetic.

A human gate on every action

Halvo proposes; a named person confirms. Nothing reaches a counterparty automatically.

Your data stays yours

Never used to train models. Encrypted at rest and in transit, deleted on request.

Evidence of sponsor oversight

ICH E6: you can outsource the work, never the responsibility. Halvo is your documentation of it.

Running a security review? We’ll complete your questionnaire —hello@halvo.ai.

FAQ

Fair questions.
We’d ask them too.

What is Halvo, in one sentence?

An independent financial read on your trial, built from the documents your CRO already sends — every claim traced to its source.

Does an AI produce the numbers?

No. Money is computed in code from parsed source cells — never by a model. That boundary is enforced in the architecture, not a policy.

What do we need to give you?

The documents you already have — MSA, budget grid, change orders, invoices. Drop them in, or forward the email. No integration, no data entry.

How fast is first value?

Within the first session — on our demo study, Halvo flagged a $125,800 monitoring exposure before setup even finished.

Will this hurt our CRO relationship?

A challenge is citations and arithmetic, not an accusation. Nothing is sent without your confirmation, and you control the tone.

Does it connect to our EDC or CTMS?

Not yet — Halvo runs entirely on documents today, deliberately, since that’s the fastest way to start. System connections are on the roadmap.

Is our data safe?

Files are immutable and versioned, every action lands in an append-only audit trail, and nothing trains a model. Exportable any time.

Bring the change order
you can’t explain.

Request a demo
We’ll read it live. If there’s nothing to find, you’ll know that too — with sources.