Greenville, SC · SMBs, <$10M revenue

Your tools, connected.
Your opportunities, built.

We connect to the systems you already run, then find, rank, and build the AI opportunities worth doing — plus custom tools your off-the-shelf AI can't get on its own.

Book a demoIdentified, ranked, and built by a dedicated AI consultant and engineer — not a self-serve tool.
HELIXSALESFORCECRMHUBSPOTMARKETINGNETSUITEERPSLACKMESSAGINGSNOWFLAKEDATAZENDESKQUICKBOOKSGMAILSHEETSNOTIONSTRIPEJIRACALENDLYDOCUSIGN

AI stops at an answer. Helix determines what happens next.

A model can tell you what to do. The Helix team builds the systems, automations, and custom tools — beyond what default ChatGPT and Anthropic connectors offer — 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.
The opportunity map

We pinpoint the opportunities.
You see them ranked.

We connect to the systems that already hold the answer, then scan them for where AI can save or make you money. Your team grants access. The wiring, and the search, are our side of the work.

ScannedFinancial / QuickBooks, NetSuite, StripeCustomer / Salesforce, HubSpotCommunication / Gmail, Outlook, SlackIndustry / Your operating software
41 opportunities found
RankOpportunity / actionStatus
01

Quote turnaround under 10 minutes

Communication + Customer
MediumBuild first
02

Invoice errors caught before they go out

Mismatches flagged against the order, not after the dispute.

Financial
Low
03

Renewal risk flagged 60 days early

Account signals surfaced before the quiet churn.

Customer
Medium
Below this line: opportunities we would not build yet.
04

Vendor price drift monitoring

Real, but too small to justify the build today.

Financial
HighNot yet
05

Meeting notes filed to the CRM

Nice to have. It is not what the money is in.

Communication
LowNot yet
Illustrative. Your map is built from your systems, not a template.+36 more, ranked

One ranked list of opportunities.Sized by impact, ordered by what's worth doing first.

Keep your AI. Feed it ranked opportunities.

Helix sits beneath the AI experience: connecting your operating systems, finding where AI can save or make you money, and ranking it so the highest-impact work gets built first.

Interface
Your AIThe model your team already chose.
chatgpt · claude · grok · copilot
Opportunity engine
HelixFinds, ranks, and builds the opportunities underneath.
opportunity map · ranking · automations · workflows · custom tools · 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.

See your opportunity map
Example 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.

We identify the highest-value AI systems in your business. Then a professional engineer builds it.

Heath, Helix's founder, is that engineer today. He ranks the opportunities we find, builds the ones worth doing, and guarantees you realize ROI on the engagement.