Revenue for the insight you already provide
If your clients trust you with their financials, they'll benefit from Helcyon. You earn recurring revenue for every referral — and gain portfolio visibility you couldn't get before.
Partner Dashboard
Last updated: Just now
$118,000
Total Earnings YTD
$9,800
This Month
Portfolio Clients
78
34
92
56
1 client needs attention
Built for professionals already inside the numbers
Accountants & Advisory Firms
Stop explaining what the numbers mean. Helcyon translates financials into action items your clients actually follow — and pays you recurring revenue for every referral.
Typical outcome
Higher retention, fewer "what does this mean?" calls
Lenders & Capital Programs
See borrower health before payments stop. Helcyon monitors portfolio risk continuously and flags problems 60–90 days before default patterns emerge.
Typical outcome
Earlier intervention, lower loss rates
Coaches & Consultants
Give advice backed by real-time data. Helcyon turns your intuition into quantified recommendations with scenario modeling and specific prescriptions.
Typical outcome
More credibility, faster client decisions
$2,500–$25,000
Monthly recurring revenue potential
60–90 days
Earlier warning than manual review
5 minutes
Setup time — no learning curve
The analysis you already do — now automatic.
Continuous monitoring, scenario modeling, and specific prescriptions across your entire portfolio. Built on diagnostics from hundreds of businesses across five continents.
Your expertise, at scale.
What You Get
What you gain
Revenue, visibility, and insight across your portfolio
⚠ Alert · Cash Runway
2 min ago
Martinez Construction projected to run out of cash in 34 days at current burn rate.
Recommended action available →
⚡ Watch · Margin Decline
1 hour ago
Bloom Bakery gross margin dropped 8 points over 60 days. Pattern matches supplier cost creep.
Review scenario model →
Recurring compensation for the lifetime of referred clients
Portfolio-level visibility across all your clients
Risk and health signals before problems escalate
Co-branded insights and reports
More revenue. Stronger retention.
Fewer surprises.
What your clients gain
Clarity, early warning, and specific next steps
38
CASH
76
REV
52
MGN
81
CUST
67
GRWTH
℞
Prescription
Collect invoice #4821 → +$12,400
Projected runway: 38 → 94 days
Financial data ingestion and automated analysis
Business Vital Signs™ dashboards
60–90 day early-warning signals
Specific prescriptions to fix issues
On-demand CFO intelligence
They stop guessing
what the numbers mean.
Apply → Get Approved → Refer → Clients Onboard → Earn
Apply
Get Approved
Refer
Clients Onboard
Earn
Partner compensation
Recurring earnings for the lifetime of your referred clients. Higher-volume partners qualify for enhanced tiers.
Earnings Projection
Recurring revenue based on your portfolio
Growing
$2,500/mo
Established
$10,000/mo
Enterprise
$25,000/mo
Projected Annual Earnings
$120,000
recurring revenue
Apply to Partner with Helcyon
Limited spots in our founding partner cohort. Apply now to secure your position.