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Helix Features
Helix brings together features that make accounting faster, easier, and more reliable.
Key Features
From streamlined bank connections to intuitive online invoicing, Helix’s features help you focus on what matters most in growing your business.
Receive Payment
Receive payments through credit card, debit card, or direct debit. Improve on-time collections and reduce the hassle of chasing payments.
Invoice
Easily manage invoices with Helix’s intuitive tools. Send invoices, set automated reminders, and track everything from any device.
Claim Expenses
Stay on top of spending with Helix’s expense management tools. Submit, approve, and reimburse claims quickly and efficiently.
App Integrations
Choose from apps, integrations, and financial services that connect with Helix to make running your business easier.
Bank Reconciliation
Keep your records accurate with Helix’s reconciliation features, ensuring your financials stay current and reliable.
Track and Pay Bills
Track and pay bills on time, while keeping a clear view of accounts payable and cash flow.
Project Tracking
Plan, budget, and monitor projects using Helix’s job tracking tools. Record time, track costs, and streamline project invoicing.
Payroll
Manage payroll for a small team with Helix. Record pay runs, keep online pay records, and generate payroll reports.
Purchase Order
Create and send digital purchase orders, track deliveries, and manage orders seamlessly in the cloud with Helix.
Generate Reports
Generate accurate accounting reports and collaborate with your advisor in real time online.
Sales Quote
Prepare and send professional digital quotes instantly using Helix, whether on desktop or mobile.
Inventory
Track stock levels, manage sold items, and automatically populate invoices and orders with Helix’s inventory tools.
Multi-currency
Easily manage transactions in multiple currencies with Helix, built for global business operations.
Contacts Management
Keep all customer and supplier details in one place with Helix’s contact management, including invoices, payments, and sales history.
Sales Tax
Automatically calculate taxes on transactions and generate reports for easier filing.
Upload and store key documents automatically. With Helix, capturing and organizing data is effortless.
Document Management
File Storage
Securely manage and share contracts, bills, and receipts from anywhere with Helix’s online file storage.
Analytics
Gain insights into cash flow, financial health, and metrics. Upgrade to advanced analytics for deeper reporting.
Dashboard
Stay in control with Helix’s dashboard—monitor balances, invoices, bills, and cash flow in real time.
Fixed Assets
Track and manage fixed assets with Helix, keeping your records up to date and audit-ready.
Business integrations made easy with Helix
Enhance productivity and streamline accounting through effortless integrations in Helix’s software.
Customize and expand with Helix
Simplify and connect your data
Choose the best solutions for your needs
Discover your strength with Helix
Even without accounting expertise, users find Helix to be the perfect partner for invoicing, inventory, and expenses.
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