Why Helix
If the AI is already in the software, why pay for Helix?
The AI is already in QuickBooks, Xero, Sage, and NetSuite. Helix does not add more of it. Helix tells you which process is already on, which extra app you should not buy, and what still needs a person.
01
The vendor will not tell you this
Intuit, Xero, and Oracle sell AI and a marketplace. They do not say “bank feeds are already native — skip the second Plaid app.” That sentence is the license.
02
Two tools on one job double-post
Snap plus BILL. Two bank feeds. Numeric plus FloQast. The waste is monthly, forever. Helix names the collision before you buy.
03
Sequence — not another login
Foundation first, agents last. A 90-day order: rec, one AP inbox, then close software if close is still the fire. ChatGPT cannot give you that for your stack.
04
Pay once for the map, not monthly for the wrong AI
Helix is not the agent. You already pay Intuit or Xero for that. $349 or $990 once so you stop paying $40/month for a job the ledger already does.
05
A person still signs. Helix never posts.
No login to your books. No chatbot as the bookkeeper. The benefit is fewer wrong purchases and a shorter close — not replacing staff.
Single business · $349
Why an owner buys this
One company. One ledger. $349 once.
The owner who actually runs QBO or Xero — not a firm shopping every platform.
Cancel the extra subscription
One unused $40 app is $480 a year. Three extra bookkeeper hours a month at $45 is about $1,620. Either leak covers $349.
Visual tool map for your software
Inner ring: already in the ledger, named. Outer ring: how many other programs sit around it. Setups open after you pay.
One bookkeeper seat included
They sign in with their email. They do not buy a second license.
The long run is this company
QBO ships a new agent — the map updates. You do not pay Helix again. You do not keep paying for the wrong stack.
You want Helix if
- Close is still 10+ days and nobody can say which app is actually doing bank rec.
- You are paying for two AP inboxes or a second bank feed.
- A vendor demoed “AI” and you cannot tell if QBO already does that job.
- The bookkeeper and the owner disagree on what to turn on next.
- You want a 90-day plan for this company, not a course and not a chatbot.
Accounting firm · $990
Why a firm buys this
One playbook for every file
Clients do not all run the same software. Atlas is QBO, Xero, Intacct, NetSuite — same sequence, not a new research project per engagement.
$990 once · five named seats
Partners and staff sign in. They open maps. They do not buy another license. Capacity per accountant is the return.
Stop re-learning AI file by file
Which job is native, which partner, which setup, which watchout — written down. Junior staff stop guessing.
Know when NOT to sell Numeric, BILL, or a new ERP
Close software is not a second GL. A new ledger is not an app. Helix says which is which before you put it on a proposal.
The long run is the practice
Atlas stays current as Intuit, Xero, Sage, and Oracle ship agents. $990 once for this firm — not $240/year of ChatGPT plus another consultant hour per client.
You want Atlas if
- Every client file is a different mess and staff re-research QBO vs Xero vs Intacct.
- You are about to put Numeric, Dext, or BILL on a proposal and want the collision called out first.
- Partners need the same map on every ledger — five seats, one license.
- Clients ask “what AI should we buy?” and the honest answer is often “none — turn on what’s already there.”
- You want capacity, not another monthly close product the firm has to learn per stack.