Helios Accounting is the command deck for receipts, invoices, expenses, customers, payments, and real double-entry books — with a native mobile app and AI that turns a photo of a receipt into a logged expense.
One platform. No spreadsheets, no app-juggling. Your data stays yours.
Everything you need
From the first quote to the closed books — Helios replaces the patchwork of tools small businesses usually stitch together.
Build branded receipts, invoices, and quotes in a live template studio. Send them, convert a quote to an invoice, and attach a one-tap pay link.
Snap a photo of any receipt. Helios reads it and an on-prem AI model pulls out the vendor, date, amount, tax, and category — then logs the expense.
Collect with Stripe, Square, or PayPal. Record manual payments, send pay links, and give each customer a secure self-service portal for open invoices.
Live customer records with contact details, history, saved cards, statements, and magic-link portals — each one scoped to just that customer.
A true double-entry ledger: chart of accounts, journal, bank accounts, reconciliation, and a general ledger — not just a list of transactions.
Sales tax by jurisdiction, A/R & A/P aging, 1099 reports, and remittance — the numbers reconcile to the penny with what you've posted.
Capture job-site photos, keep them organized by customer and job (separate from your camera roll), and attach them to quotes and invoices.
KPIs, trends, and what-needs-attention at a glance, with period-over-period deltas so you always know how the business is tracking.
Full export and restore of everything, plus continuous backups. Helios is your system of record — and it stays yours.
In your pocket
Helios isn't a website crammed onto a phone. It's a native iOS app with a tab-bar home, a customizable menu you arrange yourself, and the tools you actually use on a job site.
Why Helios
Invoicing here, expenses there, a separate CRM, a spreadsheet for taxes, photos lost in your camera roll. Helios is one connected system — a scanned receipt becomes an expense becomes a ledger entry becomes a tax number, automatically.
Create a branded document, send it, and collect with a pay link or the customer portal.
Scan receipts and log expenses with AI; track payments and job photos as the work happens.
Everything flows into a real ledger and tax reports — reconciled, exportable, and ready to file.
Ready when you are
Helios Accounting is rolling out by invitation while we onboard businesses carefully. Request access and we'll get you set up.
Request access →