Bring your book across in an afternoon.
The #1 reason teams stay on the wrong tool is the fear of moving. So we made moving the easy part — a guided CSV import of your whole book, done with you, in a single afternoon.
Three steps, one afternoon.
Answer a few questions
The setup wizard asks what you use today — HubSpot, Salesforce, Pipedrive or a spreadsheet, plus your email, storage, bank and accounting — and tailors the import.
Bring your book across
Export a CSV from your current tool. We map the fields with you and import your merchants, contacts, introducers and deals in one pass — stages and owners intact.
Let AI take the busywork
Drop in your documents; AI classifies and files them. Chases get scheduled, reconciliation goes live, and the book is ready to run — all on your own AI key.
Your whole book, not just contacts.
Merchants & MIDs
Every merchant with its stage, vertical, acquirer and live MIDs — mapped to H.A.L.’s payments-native model.
Contacts & introducers
Decision-makers and your introducer relationships, with the split arrangements that pay them.
Deals & documents
Open deals at their current stage, plus KYB paperwork uploaded in bulk and auto-filed by AI.
The things teams ask us.
How long does it really take?
An afternoon, guided. We map your fields with you on a call, run the import, and check it together — you leave with a working book the same day.
We’re on HubSpot / Salesforce / Pipedrive / a spreadsheet.
All of them. Every one of those exports to CSV, and that’s all H.A.L. needs. We’ve mapped the common exports, so your merchants, contacts and introducers land in the right place.
What about our documents?
Upload them in bulk. H.A.L.’s AI reads each one, classifies it (KYB, ID, bank letter…) and files it to the right merchant — no folders, no renaming.
Is our data safe?
EU-hosted, per-tenant isolation (independently audited), and any AI runs on your own key — your data never trains anyone’s model.
We’ll do the import with you.
Join the waiting list and we’ll bring your book across, then run one real onboarding together.