Finance & Administration
Financial clarity connected to operations.
Unlike standalone accounting software, Helix OS Finance knows your production data. See true product margins calculated from actual batch costs, track project spending in real-time, and forecast cash flow based on your actual pipeline.
Capabilities
Everything you need
Accounts Payable
3-way matching: PO ↔ Receipt ↔ Invoice. Approval workflows. Payment scheduling.
Accounts Receivable
Customer invoicing from orders. Aging reports. Payment tracking and reminders.
Budget Management
Create budgets by department, project, or category. Track variance in real-time.
Expense Tracking
Employee expense submission with receipt upload. Approval workflows.
Cash Flow Analysis
See money in and out over time. Forecast based on open POs and expected payments.
Financial Reports
P&L, Balance Sheet, Cash Flow Statement. Export for accountants or auditors.
True Product Cost Visibility
Every batch automatically calculates its actual cost: materials consumed, labor hours, equipment time, overhead allocation. Roll that up to see real product margins—not estimates based on standard costs.
- Know your true margins, not guesses
- Identify unprofitable products
- Accurate quote pricing
- Better financial decisions
True Product Cost Visibility
Built into Helix OS core
Use Cases
Built for real workflows
Project Costing
Track all costs associated with a customer project or internal initiative.
Vendor Management
Track spending by vendor. Negotiate better terms with accurate data.
Budget Planning
Create annual budgets informed by actual historical spending patterns.
See Finance & Administration in action
30 minutes. No slides. Just the product. See how finance & administration can transform your operations.