Request information
Tell us what your reporting process is making you do twice.
Use the information request to name the entities, systems, recurring reports, intercompany pain, and investor reporting needs that create duplicate work.
Request Helix Reports information
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Demo prep guide
Once your request is in, use this guide to prepare for the call. Name the reporting work you want Helix to inspect, and bring examples where the same number is retold, reconciled, or explained twice.
Sources you may use
- Yardi
- Sage
- MRI
- AppFolio
- QuickBooks
- Rails
- Other GL
Demo call prep
Entities
What to note
How many companies, funds, trusts, properties, or operating groups?
Why it matters
Sets reporting scope.
Accounting systems
What to note
Which ledgers are involved?
Why it matters
Shows source complexity.
Recurring reports
What to note
Which packages are rebuilt each month or quarter?
Why it matters
Identifies duplicate work.
Intercompany pain
What to note
Which pairs require investigation, netting, schedules, or report-time eliminations?
Why it matters
Defines reconciliation needs.
Investor reporting needs
What to note
Which capital accounts, fair value, IRR, or ownership views matter?
Why it matters
Clarifies reporting path.
| Question | What to note | Why it matters |
|---|---|---|
| Entities | How many companies, funds, trusts, properties, or operating groups? | Sets reporting scope. |
| Accounting systems | Which ledgers are involved? | Shows source complexity. |
| Recurring reports | Which packages are rebuilt each month or quarter? | Identifies duplicate work. |
| Intercompany pain | Which pairs require investigation, netting, schedules, or report-time eliminations? | Defines reconciliation needs. |
| Investor reporting needs | Which capital accounts, fair value, IRR, or ownership views matter? | Clarifies reporting path. |
Static prep guide; no data is submitted here.
This checklist helps focus the demo on what matters.
What happens next
A 15-minute fit call confirms whether Helix fits your entities, systems, and reports before a longer product demo.
If there is a fit, the product demo is usually 30–60 minutes.
Information request status
- 1
Request received
Our team reviews your request.
- 2
15-minute fit call
Fit depends on entities, systems, reports, and reporting needs.
- 3
30–60 minute product demo
Product walkthrough uses scenarios relevant to your reporting needs.
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