Financial & Retail Industry Automation
- A small accounting firm automated client invoicing, payment reminders, and monthly reporting. This reduced overdue invoices by 50% and allowed staff to focus on advisory services instead of paperwork.
- A boutique investment advisor used automation to collect client onboarding documents, schedule annual reviews, and send compliance reminders, improving client satisfaction and regulatory compliance.
- A local retail shop automated inventory tracking, reorder alerts, and sales reporting. Stockouts dropped by 60%, and the owner could make smarter purchasing decisions with real-time data.
- An independent clothing store integrated their POS with online sales and automated loyalty rewards, increasing repeat purchases and saving hours on manual reconciliation.
Real-World Automation Success Stories
- A travel agency automated collecting client preferences from web forms and sending personalized follow-up emails. This saved 5+ hours per week and led to a 20% increase in repeat bookings.
- A bakery automated online order invoicing and packing slip generation. Staff no longer had to manually create paperwork, reducing mistakes by 40% and freeing up time for customer service and baking.
- A dental clinic integrated online scheduling and automated SMS/email reminders. No-shows dropped by 30%, and the receptionist saved 8 hours per week on phone calls.
- An accounting firm used automation to reconcile bank transactions and generate monthly reports. Manual bookkeeping time was cut in half, and reports were always ready on time for clients.
- A fitness coach automated client onboarding, workout plan delivery, and appointment reminders. This improved client engagement, reduced missed sessions, and allowed the coach to take on 25% more clients.
Who We Are
Helix is a team of engineers, designers, and strategists building autonomous systems that simplify operations and amplify growth. We blend human insight with intelligent automation to create resilient business platforms.
Our work focuses on pragmatic innovation: deployable automations that reduce manual toil, lower risk, and unlock new opportunities.
Our Story
Born from operational challenges faced by real businesses, Helix was created to automate repeatable work and deliver consistent outcomes. We design systems that scale with you.
Built for Business Owners Like You
We build automation so you can focus on impact. Our founders experienced the friction of manual operations firsthand and engineered Helix to remove that friction at scale.
Our Mission: Your Success, Automated
Our mission is simple: help you automate the headaches out of your business. Whether it’s staff management, payroll, or customer service, we design systems that work for you—so you can focus on growth, not grunt work.
Case Study: Jamie’s Café
Jamie, a local café owner, was drowning in staff schedules and inventory. After partnering with Helix, Jamie’s business runs on autopilot—giving her more time for her customers and her family. That’s the Helix difference.
Case Study: Morgan’s Bookstore
Morgan struggled to keep up with inventory and customer orders. With Helix Automation, Morgan’s Bookstore now tracks stock automatically and sends customers real-time updates—resulting in fewer errors and happier readers.
Case Study: Alex’s Fitness Studio
Alex wanted to spend less time on payroll and more time training clients. Helix automated payroll, class scheduling, and client reminders—freeing Alex to focus on growing the business and helping clients reach their goals.
Why Choose Helix Automation?
- We listen to your needs and tailor solutions for your business
- Our team is obsessed with making automation easy and effective for you
- Real support from real people—plus smart bots to help 24/7
- Proven results: our clients save time, reduce costs, and grow faster
Ready to Reclaim Your Time?
Let’s talk about how Helix Automation can help your business thrive. See our services or get your free automation plan today!