PRICING + FIT
Pricing starts at $1,000, because the right reporting layer is scoped to your books.
Scope reflects entity count, source systems, report requirements, configuration, and setup complexity.
Built for mixed ledgers, many entities, acquisitions, migrations, and reporting processes that should not be rebuilt in Excel.
A 15-minute fit call confirms whether Helix fits your books before a longer product demo.
$1,000
starting point
Scoped to your books
- Entities
- how many books roll up
- Source systems
- which ledgers and apps feed reporting
- Report requirements
- statements, investor reports, and recurring outputs
- Configuration
- mapping, setup, and migration complexity
Final proposal follows the fit call.
Scope factors
What Shapes Pricing
A proposal reflects entity count, source systems, report requirements, configuration, and setup complexity.
During our initial conversation, we’ll identify the features needed to support your reporting.
Scope review
| Scope factor | What it covers |
|---|---|
| Entity count | How many legal entities or reporting entities need to roll up |
| Source systems | How many accounting sources are imported read-only |
| Report requirements | Consolidated financials, investor reporting, intercompany, exports |
| Configuration | Mappings, dimensions, report structures, permissions |
| Setup complexity | Migration overlap, acquisition timing, repeated Excel work-ups |
Implementation scope
Software
- Ready reports
- Read-only imports
- Export outputs
Scoped setup
- Ready reports + scoped setup
- Report structure
- Configuration
Monitoring
- Import health
- Exception review
- Refresh checks
Fit + inclusions
Who It Fits
Helix fits teams with mixed systems, many entities, repeated Excel work-ups, intercompany complexity, investor reporting, acquisitions, or ledger migrations.
Outside scope: bookkeeping, ERP implementation, inventory analytics, and fund administration.
What is included
Ready reports plus scoped setup and service. Advanced reporting is scoped to the proposal.
Scope a demo
Tell us what your reporting process is making you do twice.
A 15-minute fit call will confirm whether Helix fits your entities, systems, and reports before a longer product demo.
Pricing starts at $1,000 and is scoped to your books.
15-minute fit call
- Entities in scope
- Source systems to connect
- Reports you rebuild today
Then decide whether a longer product demo makes sense.