Automated financial diagnostics for growing businesses
We read your financials like a doctor reads labs — surface what's wrong, explain why, and prescribe the fix.
Read-only access. Delivered to your inbox. Zero maintenance.
This Month's Findings
Margin drift detected
Your margins dropped 11% — one vendor is the cause
+$2,400/mo
since September
Fee creep found
Processing fees up 23% in 6 months
$847/mo
in hidden increases
Cash gap in 19 days
Projected shortfall: $8,200
2 actions
to close it
Your P&L tells you what happened. Helcyon tells you what's happening — and what to do before it's an emergency.
What you have now
Monthly P&L
As of 30 days ago
Revenue
$847,293
Expenses
$710,969
Net Income
$136,324
Why it changed
—
"Margin is down."
Why? No idea.
Excerpt from a Financial Diagnostic
Illustrative excerpt · Full diagnostics include all five Vital Signs, historical context, and prescriptions
January Intelligence Brief
Margin erosion
−$4,200/mo and accelerating
Premium product losing sales to cheaper one — via wholesale
Holiday discounts trained customers to wait
Supplier costs increased 11 days ago
19 repeat customers changed buying pattern
If nothing changes
Cash runs out in 28 days
Raise the price on the cheaper product in wholesale
Most businesses don't fail from one big mistake.
They fail from hundreds of silent ones — unnoticed, uncorrected, compounding.
Helcyon catches them early. Traces the cause. Prescribes the fix — before damage compounds.
Financial diagnosis is the continuous interpretation of financial data to identify risk, waste, and opportunity — before problems appear on reports. Unlike traditional accounting that tells you what happened, diagnosis tells you what's happening and what to do about it.
Helcyon applies this approach using Business Vital Signs™ — five proprietary metrics that determine whether a business is healthy, stressed, or heading toward failure.
Every diagnosis is grounded in the signals that determine financial health.
Helcyon continuously monitors cash flow, margins, revenue stability, customer concentration, and operational financial risk.
85
Cash Pulse™
Liquidity Health
72
Revenue Blood Pressure™
Sales Momentum
91
Customer Heartbeat™
Retention Health
58
Margin Temp™
Profitability Risk
78
Growth Oxygen™
Expansion Capacity
When any Vital Sign weakens, Helcyon investigates the cause automatically.
Business Vital Signs Console
Live Monitoring
Cash Pulse
42d
●
Revenue Pressure
+8.2%
●
Customer Heartbeat
34%
●
Margin Temp
-$214K
●
Growth Oxygen
2.4x
●
℞
Active Prescription
Margin Temperature critical: Vendor contract renegotiation recommended. Projected recovery: $214K annually.
Last updated: 4 minutes ago
Next brief: Feb 1, 2025
A forensic view of cash, margins, fees, and vendors — built to catch what you'd never see in time.
This runs quietly in the background. You just get the findings.
Delivered automatically
Monthly Intelligence Brief
January 2025
Delivered
Attention Required
2 items
Cash position trending down. Vendor costs elevated.
Cash Runway
34 days
↓ from 41
Margin
41.2%
Stable
Fee Drift
+$847/mo
↑ Review
Updated continuously
MONITORING
Critical Alerts
2 hrs ago
Duplicate payout detected
$1,247
3 days
Settlement delay
$12,400 pending
+2 more alerts under review
Last anomaly: 3 days ago
No software to learn. No dashboards to manage. No analysis required.
Built for established businesses with real financial complexity — not early-stage projects.
Link your accounting software, bank, payment processor — or upload spreadsheets directly. Read-only access.
5 min setup
The Diagnostic Engine™ reads every transaction, tracks patterns, and flags anomalies — continuously.
Runs 24/7
Monthly Intelligence Briefs delivered to your inbox. Critical alerts come immediately — no login required.
Monthly + real-time
Follow plain-English prescriptions with dollar-specific impact projections. Clear next steps with quantified impact.
Clear next steps
Built for owners who take their money seriously. Enterprise-grade security from day one.
Currently monitoring live financial data in private beta.
256-bit AES encryption protects your data in transit and at rest. The same standard used by major financial institutions.
We observe your financial data — never modify, transfer, or transact. Ever.
Independently audited security controls. Verified policies for data handling, access control, and incident response.
Your data remains yours. Never sold. Never shared. Used exclusively for your diagnosis.
SOC 2 Type II
Certified
256-bit AES
Encryption
Read-Only
Access
24/7
Monitoring
GDPR
Compliant
Works with the tools you already use
QuickBooks
Xero
Stripe
Plaid
Your first diagnostic is ready within minutes of connecting.
Helcyon is an automated financial diagnostic system that continuously monitors your business health — tracking cash flow, margins, revenue stability, and customer risk — and delivers plain-English prescriptions to your inbox.
Business Vital Signs™ are five core metrics that determine financial health: Cash Pulse, Revenue Pressure, Customer Heartbeat, Margin Temperature, and Growth Oxygen. Helcyon monitors all five continuously.
No. Helcyon delivers monthly Intelligence Briefs and critical alerts directly to your inbox. No login required, no dashboards to manage, no reports to build.
Read-only access through secure integrations with your accounting software, bank, or payment processor — or upload spreadsheets directly. We observe — never transact.