Be up-and-running without spending hours and hours of your own effort!

Ready Reports

Eliminate repetitive data work for your
most commonly-run reports:

  • Liquidity
  • Consolidated AR
  • Consolidated AP
  • Global Search
  • Basic Balance Sheet
  • Basic Profit and Loss
  • High Level Cash Flows
  • Data Integrity Checks
  • Drilldown to underlying transactions

Need more? Add specific reports at any time with a one-time setup investment:

Advanced Reports

With some added setup you can run more
involved reports confidently with a click:

  • Consolidated Balance Sheet
  • Consolidated Profit and Loss
  • Statement of Cash Flows
  • Open commitments
  • Lines of Credit
  • Layered Percentage Ownership
  • Investor Financials
  • Hard Money Loan Management

Intercompany or Custom Reports

Configure your most intricate data or create
fully-customized reports for one-click reporting:

  • Custom Reports
  • Investment Value Reporting
  • Inter-Company Reconciliation
  • Inter-Company Eliminations

Onboarding and Support

You want ease and we’ve got it.

With super-smooth onboarding, start running your most common reports with no work on your end.

You want value and we provide it.

A dedicated account representative will ensure you’re getting the most out of your reports.

You want confidence and we bring it.

Our technical experts monitor data regularly to ensure it is synced correctly every day.

Additional Services

Save even more time by contracting our experts to:

  • Help massage your data for advanced reports
  • Setup and review advanced reports for ongoing accuracy
  • Create, fine-tune and monitor custom reports

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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