01. Financial
QuickBooks, NetSuite, Stripe: revenue, cost, and cash position.
The business context your AI has been missing.
Every Helix customer gets a dedicated AI consultant who works with your team directly: finding the metrics that actually matter, connecting the systems that hold them, and building the AI around how your business runs.
Book a demoYour systems. Your AI. One operating context, built around your business by a consultant.
How we work with you
Every customer gets a dedicated AI consultant.
Heath, Helix's founder, is that consultant today. He works with your team through all four steps below, and he is still there once the systems are running.
01
Define your goal, then the metrics that prove it
The engagement opens on what you're actually trying to achieve. From there, we find the handful of numbers that prove you're getting there, where they live, and who acts on them.
02
Connect your tools and systems
Your consultant connects whichever systems hold those numbers: accounting, CRM, email, and the industry software your team already runs on.
03
Build the AI around your business
The AI systems and automations get designed and built for how your company operates, down to the exceptions your team handles by hand today.
04
Stay until it pays for itself
Heath works with your team through rollout and after it. He guarantees you realize ROI on the engagement.
Also, self-serve, when you want it
Helix does include self-serve capability. Your team can compose its own dashboard views and add further integrations at any point. None of that is required to get value out of the engagement.
AI stops at an answer. Helix determines what happens next.
A model can tell you what to do. The Helix team builds the systems and automations that turn that answer into an actionable outcome.
Standard connector
Analyze the Q3 expense anomalies.
Found 3 anomalies in travel expenses exceeding standard variance.
...
Answers once, then the signal scatters. Nothing comes back.
Helix operation log
09:14Detected anomaly in expense report
09:15Flagged for review
09:22Fixed by automation
09:22Logged to dashboard
09:41New signal detected
The Helix team builds the systems and automations that turn this into an outcome.
Any AI can answer questions.Helix works while you sleep.
Connect the tools your company uses.
If a connector doesn't exist, we'll build it for you.
Your consultant works out which metrics decide how the business performs, then connects whichever systems hold them. Your team grants access. The wiring is our side of the work.
03. Communication
Gmail, Outlook, Slack: the messages that carry real decisions.
02. Customer
Salesforce, HubSpot, your inbox: demand, pipeline, relationships.
04. Industry
The specialized software built for how your company actually runs.
One normalized context layer.Built for your business, served fresh to whichever AI you use.
Keep your AI. Fix its context.
Helix is the managed context layer beneath the AI experience. We connect the operating systems, normalize the business model, and keep it honest as facts change.
Interface
Your AIThe model your team already chose.
chatgpt · claude · grok · copilot
Context layer
HelixNormalized context, refreshed from the business.
customized systems · automations · memory · workflows · guardrails
System of record
Your operating systemsThe systems of record and communication.
quickbooks · salesforce · outlook · slack · stripe · netsuite
Outcome
Priced to the outcome, not the seat.
Your team defines the result — fewer missed exceptions, faster response, lower cost per decision. Helix ensures that result is met.
Every answer points back to a record.
Helix reads your CRM, support tickets, invoices, and inbox, then keeps a live model of how the business runs. Click any recommendation and see the exact records behind it.
See your context layerExample output
Northwind's renewal is at risk. Support volume is up 3× since March, and the last two invoices went out past terms.
Because of
crm/account4 min agoNorthwind Traders — renews in 34 days
support/tickets90 days3× ticket volume vs. the Q1 baseline
billing/invoices2 cyclesTwo invoices sent past agreed terms
inbox/thread12 MarRe-evaluating options for next year
Four records, four systems, one answer. Every line stays attached to its source.
Get a dedicated AI consultant who guarantees your ROI.
Heath, Helix's founder, works with your team directly: the metrics that decide how the business performs, the systems that hold them, and the AI built around both. He guarantees you realize ROI on the engagement.