Our metadata approach recognizes and standardizes input from diverse sources

Link diverse data sources and configure your accounts to automatically spot inconsistencies. Helix saves all of your changes so you can run one-click reports no matter how many times you import your data.
Over
$400 Billion in
transactions
tracked
Sample configurations that Helix clients access at any time with a single click:

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Pre-Configured In-Depth Reports

Enterprise-Class Reporting

Data configuration

Flexible data sources

Third-Party Integrations

White-Glove Service

CUSTOMIZE HELIX TO SOLVE
YOUR DATA FRUSTRATION!

Helix comes ready to generate highly-specific reports from hard-to-report data, such as P&L for an individual partner with varying equity percentages in multiple businesses. We also work with you to custom-configure data to solve YOUR data challenge. Schedule a demo or call to see how we can help!

Try it now with no risk

No annual commitment. No staff retraining. No account platform changes.

For a small up-front cost, start using Helix today. If it doesn’t save time, effort and money,
simply turn it off and continue the way you were working before!

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