For Accountants & Advisors
You're already doing advisory.We automate the hard part.
You already scan P&Ls, spot patterns, reconstruct what happened. That's advisory — done manually. Helcyon runs continuous diagnostics so you show up with answers.
Connects to your clients' books
helcyon — client monitor
Martinez Builders LLC
Construction · 14 employees
Attention Needed
Health Score
Cash Runway
23 days
Gross Margin
18.2%
Revenue
$142K
Margin compression detected
Labor costs increased 12% while project billing remained flat. Recommend rate review before Q2 bids.
The Reality
You're doing advisory work.
Just the hard way.
Every time you scan a P&L for anomalies, flag a cash concern before it hits, or explain what a trend means — that's advisory. We automate the scanning. You keep the judgment.
01
Hours spent reconstructing
Client calls with a question. You pull reports, trace transactions, figure out what changed. By the time you have the answer, it's already old news.
02
Patterns invisible at scale
You can spot trouble in one client's books. But across 30? 50? 100? Early warning signs slip through when you're looking at monthly snapshots.
03
Reactive by default
You find out about problems when your client does — or later. That's not your fault. You just don't have sensors running continuously.
How It Works
Continuous monitoring.
Plain-English diagnoses.
Connect your clients' books once. Helcyon watches everything, flags what matters, and gives you the language to explain it.
Connect client books
One-click integration with QuickBooks, Xero, FreshBooks. No migration required.
Continuous monitoring
Five financial vital signs tracked: Cash, Revenue, Customers, Margins, Growth.
Receive alerts
Plain-English explanations with specific recommendations when something needs attention.
Show up prepared
Forward to clients or use in advisory conversations. White-label available.
Early Partner Results
What advisors are reporting
saved per client monthly
earlier problem detection
increase in advisory fees
client retention rate
From Partners
What it looks like in practice
"I caught a margin problem at a construction client three weeks before they would have noticed it. Called them on Tuesday about something they wouldn't have seen until month-end. That's the kind of call that keeps clients."
Rachel K., CPA
Advisory-focused firm · 40+ clients
$150K+
new advisory revenue (first year)
"I was already doing advisory — just the slow, manual way. Helcyon automated the scanning. I kept the relationship and judgment."
Marcus S.
Fractional CFO
10+ hrs/wk saved
"The restaurant vertical focus sold me. When it flags food cost creep, it speaks my clients' language."
Jennifer T.
Restaurant CPA
Zero client losses
"Started with my most difficult client. Within two weeks, Helcyon surfaced a receivables pattern I'd missed."
David W.
Tax & Advisory
3 wks to first catch
Start with one client.
Pick the one that keeps you awake. The one where something always goes wrong. Let Helcyon watch that one. If we catch something you missed — you'll know.