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Consolidate Smarter
- Seamless
- Powerfully Simple
- Integration
1
Consolidate
Instantly produce centralized financial reports from diverse investments, partnerships and accounting platforms.
3
Customize
Set rules to map or fix inconsistencies in names, accounts or transactions, cross-checked for data integrity.


2
Automate
Configure your rules for any data only once. Helix remembers them so you can produce accurate. Up-to-date reports with a click.
4
Report!
Helix links seamlessly with your existing accounting systems. NO platform change required.
Consolidate Smarter
- Seamless
- Powerfully Simple
- Integration
1
Consolidate
Instantly produce centralized financial reports from diverse investments, partnerships and accounting platforms.
3
Customize
Set rules to map or fix inconsistencies in names, accounts or transactions, cross-checked for data integrity.

2
Automate
Configure your rules for any data only once. Helix remembers them so you can produce accurate. Up-to-date reports with a click.
4
Report!
Helix links seamlessly with your existing accounting systems. NO platform change required.
Consolidate Smarter
- Seamless
- Powerfully Simple
- Integration
- Seamless
- Powerfully Simple
- Integration

01
Consolidate
Instantly produce centralized financial reports from diverse investments, partnerships and accounting platforms.

02
Automate
Configure your rules for any data only once. Helix remembers them so you can produce accurate. Up-to-date reports with a click.


03
Customize
Set rules to map or fix inconsistencies in names, accounts or transactions, cross-checked for data integrity.

04
Report!
Helix links seamlessly with your existing accounting systems. NO platform change required.
Testimonials
What Our Clients are Saying
-
Nazmi S Healthcare Management
Helix Reports is very good! There was a government program for companies with a certain revenue - it usually was a challenge to sift through all 88 companies information. We went to Helix Reports, and in a matter of moments we got the information we needed! Even if we get one grant, Helix will be paid up for the year!
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Erica P Diverse investment partners
I find Helix Reports presents information much more conveniently than what QuickBooks has been giving us.
-
Norman R Private equity/ hedge fund manager
Helix Reports is definitely saving me a lot of time and very convenient for fast look at our data, thanks!
-
Frances K CFO
When I need a custom view of my financial data, Helix Reports is able to produce it very quickly and really saves me time.
-
Jeff L Multi-property manager
My consolidated financials used to take 9-months to prepare. With HR, I am able to produce the report monthly, with time to spare.
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Martin B Investment Syndicator
Investors are constantly asking for information. It used to be hard to gather the information together and make sure it was accurate. Helix Reports makes it easy.
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Sam F CPA
Helix Reports has been a tremendous help in getting the financial information to our clients. We recommend Helix Reports across the board for all our client... it is an amazing product!
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