AI process atlas · accounting software

Stop paying for a second bank feed.

Helix is the map of AI already in your ledger — and the extra programs you should not buy. One company. One-time license. The atlas keeps updating. Not a chatbot. Not another subscription.

See what the license opens Get a Monday move · free Free questionnaire

One business, one ledger: $349
Firm · every platform: $990
Helix after you pay: $0 / mo
This company, maps update: Lifetime

Single business

One extra app costs more this year than Helix costs once.

Long run for one company: you keep one map as QBO, Xero, or Sage ships new agents. You do not pay Helix again. You stop paying monthly for a second bank feed or two AP inboxes.

$349

once · this company · the ledger you name

My business

Accounting firm

Stop re-learning AI on every client’s ledger.

Long run for a firm: one playbook on every file — QBO, Xero, Intacct, NetSuite. Capacity per accountant, not another research project per client. Atlas stays current. $990 once for this firm.

$990

once · this firm · every ledger in the atlas

Atlas for the firm

What the license actually names

Specific examples — not a brochure

QuickBooks Online
Bank feeds
Already native in Banking. Helix tells a single business not to buy a second Plaid-class app.
QuickBooks Online
Accounting Agent
Fall 2026: categorizes and fills missing detail. Helix names the reviewer — the agent does not sign the file.
QuickBooks Online
Two AP inboxes
Snap + BILL on the same mailbox double-posts. The map picks one inbox and the setup button for it.
Xero
JAX
Just Ask Xero is now standard on plans. Helix says: check the saved report before it goes to a board pack.
Sage Intacct
Copilot vs dimensions
Do not buy Copilot and skip dimension design. Sequence is dimensions, then Copilot, then a close tool — not all three as the system of record.
Numeric
On QuickBooks Online
Connect only after weekly rec and one AP inbox. TB sync, not NetSuite-depth. AI drafts flux; journals post in QBO. MCP last.

Visual tool map · teaser

QuickBooks Online

What already lives in the ledger, and how many other programs sit around it. Names of those programs unlock with the license.

Ledger

QuickBooks Online

Native

Bank feeds

Intuit Bank Feeds

Native

Invoice capture

QBO Receipt Capture

other AI programs work with this ledger — locked

Inner ring = already in the software. Outer ring = partners you may not need. Helix tells you which job is already native so you do not buy it twice.

What to expect

The day you pay — then the long run

01
Pay once
Studio $349 or Atlas $990 on the JG Pulse cart. Same email you used to create the account.
02
Sign back in
Return to Helix. Claim the order if asked. Your workspace opens that day.
03
Open your map
Visual tool map, native AI, the programs that work with your ledger, and setup buttons — for the software you licensed.
04
Run the sequence
A 90-day Helix Map for this business. Native first. One path per job. A person still reviews.

See licenses Check your stack first

From Joy

Why Helix exists

I’ve worked in accounting and finance my entire professional career. Helix is the map I wished every client had before they bought another AI tool.

I’ve sat with businesses at the beginning — consultancy, the accounts, how money actually moves — and I’ve stayed long enough to write the employment policies, the handbooks, and the standard procedures that keep the books honest after the excitement wears off.

Most companies eventually need a separate bookkeeper. That person is not automatically an advisor. A bookkeeper owns the file: coding, bank rec, payroll, close. An advisor uses a clean file to tell you what the numbers mean — cash, margin, risk, and what to do next. A lot of shops hire one person and expect both jobs. That’s how things get late, messy, and expensive.

There is a real chance now to save time and run a tighter close with AI. Not by replacing the bookkeeper, and not by handing the books to a chatbot. AI is already inside QuickBooks, Xero, NetSuite, Sage, and the rest: bank feeds, invoice capture, bill pay, expenses. The problem isn’t “is there AI?” The problem is which process it helps, which app you actually turn on, and what still needs a human.

Walk a teaser map

The atlas

A taste of the ledgers we map. After each name: what AI already lives in the software, and how many other AI programs work with it — not their names.

Full index

SMB ledgers

Mid-market

Enterprise ERP

Adjacent finance

Sixteen process families.
Mapped on every stack.

A teaser of the work. How each one runs on your ledger opens with a license.

Ten more process families, and every setup, stay with the license. See a teaser map.

Then map your business, not a demo company.

After the license, the Helix mapper asks for industry, entities, ledger, adjacent stack, and where close actually hurts. It writes a 90-day sequence from the atlas — foundation first, agents last.

01Name the ledger and the tools around it.
02Mark the processes that are already on fire.
03Get a Helix Map with now / next / later, enable steps, and watchouts.

Open the mapper

Sample · Northline Studio

QuickBooks Online is the spine. Four processes belong in the next 90 days.

A 40-person professional-services firm on QBO Advanced, BILL, Gusto, and Ramp. Pain: a 12-day close, lumpy payroll, and a capture path that double-posts Snap and BILL.

Now — bank rec. Weekly feeds, kill duplicate capture.
Now — AP automation. BILL as the only bill inbox.
Next — payroll coding. Map Gusto burden off the lump account.

One-time licenses

$349 or $990

My business maps the ledger you name. Atlas opens every platform. One company. Lifetime access.

See both licenses

35 ledgers · 15 adjacent finance systems. Built for business owners, controllers, and firm partners.