Built for modern trade businesses

Lead with clarity.
Execute with confidence.

Helix connects jobs, finances, inboxes and team workflows, finds what needs attention and gives every person a role-aware plan for the day.

Try HELIX for six hours ↗Explore plans ↗See the platform ↓

Read-only source connectionsRole-aware accessHuman-approved actions

GOOD MORNINGYour business, in focus.

3 sources live

Cash position$184,620Live from Xero

Jobs today143 teams scheduled

Needs attention62 urgent

OWNER FOCUS6

What needs your attention

Review staged invoice reminder$35,263 · Fergus + Xero
Review
Resolve scheduling clashTwo jobs overlap at 10:30am
Review
Follow up commercial quoteWaiting 7 days · Fergus
Open

✦KAI SAYSCash is healthy, but three debtor accounts need follow-up today.Xero · Fergus

Connect the systems that run your business

FergusXeroGoogle WorkspaceEmailitOpenAI

The daily problem

Your information is everywhere. Your attention shouldn't be.

The day often starts with five tabs, three inboxes and too many decisions. Helix creates one trusted operating view, personalised to the person looking at it.

BEFORE HELIX30–60 mincollecting information

→

WITH HELIXUnder 5 minto know what matters

One operating system

From scattered data to coordinated action.

Helix combines business intelligence, team workflows and a grounded AI assistant in one secure platform.

Daily command centre

Start every day knowing what matters.

Helix turns live business data into a role-aware dashboard and morning brief covering cash, debtors, supplier bills, jobs, schedules, tasks, inbox attention and emerging risks.

Kai business assistant

Ask the business. Get an evidenced answer.

Kai answers operational and financial questions with role-filtered evidence, clear source attribution and encrypted local-first Fergus memory for faster follow-up questions.

Connected operations

One calm view across the tools you already use.

Bring Fergus jobs and costing, Xero financials, Google Workspace and Helix workflows together while each connected system remains authoritative.

Team execution

Turn insight into accountable work.

Manage personal and team tasks, detailed notes, progress states, assignments, due dates and crew schedules so every person knows the right next action.

Meet Kai

Knowledge, Automation & Intelligence. Grounded in your business.

Kai is designed to answer questions about Helix and the services you connect. It does not wander into general-purpose chat, and it shows where each answer came from.

✓ Role-filtered business context
✓ Per-user conversation memory
✓ Encrypted local-first Fergus evidence
✓ Source-backed answers and email delivery

YOU

What needs my attention today?

✦ KAI

Three customer accounts are overdue, one employee has a scheduling clash, and two quotes are ready for follow-up.

XeroFergusHelix

Built to run the day

Practical tools for real operational work.

Financial clarity

See live cash, receivables, payables, debtor ageing, supplier bills and key-account visibility from Xero.

Fergus intelligence

Explore jobs, phases, costing, stock, pricing, quotes, enquiries, invoices and customer context through a read-only connection.

Overdue invoice control

Prepare staged reminders with Fergus invoice details, Xero payment checks, full history and mandatory human approval.

Jobs, tasks & scheduling

Coordinate crew schedules and searchable team tasks with long-form notes, due dates and progress states.

Inbox & daily reporting

Bring Gmail and Calendar attention into the dashboard, Kai and personalised workspace-branded morning briefs.

People & workspaces

Invite users, assign roles, manage memberships and recover accounts within isolated business workspaces.

Human-controlled intelligence

Keep Kai role-filtered and source-backed while consequential actions stay in the hands of authorised people.

Roadmap & support

Let users follow upcoming work, suggest improvements with duplicate checking and reach live product support.

Trust by design

Connected does not mean uncontrolled.

Read-only first

Source systems remain authoritative while Helix reads, analyses and explains.

Workspace isolation

Connections, people and data remain scoped to the correct business workspace.

Permission-aware

Owners, administrators, operations staff and field users see only what their role allows.

Human approval

Consequential workflows such as overdue-invoice delivery remain reviewed and explicitly approved.

Plans that grow with you

Start with clarity. Add intelligence as your operation grows.

View pricing ↗

Lead with clarity.Execute with confidence.