Your bank, wired into your books — automatically.
We connect your accounts through Plaid, pull every transaction, and let AI match payments to invoices and confirm the books are clean — into our system, your CRM, or one we build for you.
Read-only. We never see your banking password. You own the connection and can revoke it anytime.
Live demo
Watch a full sync run — end to end.
This is the exact pipeline that runs on your accounts every morning: connect, pull, match, and an AI sign-off. Press play and watch it work.
What it does
Stop matching payments by hand.
Once your accounts are connected, the work that used to eat your month-end runs on its own — quietly, every morning.
Deposits find their invoice
A client payment lands, the system recognises who it’s from, applies it to the right outstanding invoice, and marks it paid — no lookups, no spreadsheets.
Balances that are always right
Every connected account is checked against the bank daily. You see real cash on hand and what’s coming, not last month’s guess.
Every account, one feed
Chequing, savings, and credit cards flow into one place — business and personal, across banks, including fees and card charges.
Runs before you’re up
A scheduled sync each morning does the matching and the checks, then sends a plain summary: what got paid and what needs a look.
Only the odd ones reach you
Anything the system isn’t sure about — a new payer, an unusual amount — is set aside for a one-tap decision. The routine 95% just happens.
Confirm a payment on the spot
Need to know a payment cleared before you act? Pull a live read straight from the bank in seconds — useful when it really matters.
How it works
Three steps, about fifteen minutes on your side.
You set up the connection in your own name. We do everything technical from there.
Create your Plaid account
Sign up at Plaid (free) and enable a single product — Transactions. Nothing else. It stays in your name, so you own the relationship.
Send us your keys
Hand over your Plaid API keys. Tell Plaid you’re automating transaction data for bookkeeping and that Helix handles the code — that’s all they need.
We wire it in
We connect your accounts, map them to your books, and switch on the daily automation. You start seeing reconciled, real-time numbers.
Your systems
It plugs into what you already run.
The bank connection is the engine. Where the clean data lands is up to you — we build to fit, so you’re never forced to switch tools to get the automation.
Security & trust
Built so you stay in control.
Connecting your bank should feel safe because it is. The plumbing is bank-grade, read-only, and entirely yours.
- We never see your password.You log in through Plaid’s own secure screen, directly with your bank.
- Read-only, always.We can read transaction history. Nothing can be moved, paid, or changed at your bank.
- You own the connection.The Plaid account is in your name. Pause or revoke our access whenever you want.
- Access tokens are encrypted.Credentials are stored encrypted at rest — not in plain text, ever.
Let’s talk
See your own accounts running like this.
Fifteen minutes is enough to show you exactly what automating your bank data would do for your business.