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Helix is the easiest way to build and manage your AI Agents. It provides you with the tools you need to build your AI Agent Workforce, without the hassle of building it from scratch.

Platform

  • Agentic Platform
  • Agentic Workflows
  • Database & RAG
  • Guardrails & Observability
  • Security & Deployment
  • Integrations

Documents

  • Financial Documents
  • Legal Documents
  • Business Forms
  • Identity Documents
  • Accuracy Benchmarks
  • OCR & Text Extraction

Solutions

  • Startups
  • Mid-sized Companies
  • Enterprise
  • Finance
  • Real Estate
  • Pricing

Company

  • Events
  • Guides
  • About
  • Press
  • Contact
  • Changelog
info@helix-ai.com+65 8922 8242+65 8808 2673

71 Robinson Road, Singapore 068895 Singapore (Asia Pacific)

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Financial Document Processing

Transform financial document processing with AI-powered accuracy. From bank statements to complex financial reports, extract critical data with 99.2% accuracy while maintaining security and compliance.

Trusted by the world's leading enterprises

Comprehensive Financial Document Support

Process all types of financial documents with specialized AI models trained on financial data structures, terminology, and regulatory requirements.

Bank Statements

Extract transaction details, balances, account information, and financial patterns from bank statements across all major financial institutions and formats.

Bank Statement Processing
Invoices & Receipts

Process invoices, receipts, and expense documents with intelligent vendor recognition, line item extraction, and tax calculation validation.

Invoice Processing
Financial Reports

Extract data from P&L statements, balance sheets, cash flow reports, and audit documents with structured financial data recognition.

Financial Reports Processing
Tax & Compliance Forms

Process tax forms, regulatory filings, and compliance documents with accuracy requirements for financial institutions and government agencies.

Tax Forms Processing
"Processing thousands of invoices manually took weeks. Now with Helix, we process the same volume in hours with higher accuracy than manual review."
Robert Chen

Robert Chen

CFO, TechStart Financial

AI Agents for the Enterprise

Augment your workforce with intelligent automation that streamlines workflows and accelerates outcomes.

Sales Automation Agent
Sales & Marketing

Sales Automation Agent

workflows

Lead Qualification

Pipeline Management

Proposal Generation

Customer Outreach

Customer Service Agent
Customer Experience

Customer Service Agent

workflows

Ticket Resolution

Chat Support

Issue Escalation

Knowledge Base Updates

Data Analysis & Reporting Agent
Analytics & Intelligence

Data Analysis & Reporting Agent

workflows

Report Generation

Data Processing

Trend Analysis

Performance Insights

HR & Recruiting Agent
Human Resources

HR & Recruiting Agent

workflows

Resume Screening

Interview Scheduling

Employee Onboarding

Benefits Administration

Content Creation Agent
Marketing & Communications

Content Creation Agent

workflows

Blog Writing

Social Media Posts

Email Campaigns

Document Drafting

Process Automation Agent
Operations

Process Automation Agent

workflows

Workflow Orchestration

Data Entry

Document Processing

System Integration

Financial Operations Agent
Finance & Accounting

Financial Operations Agent

workflows

Invoice Processing

Expense Management

Financial Reporting

Compliance Monitoring

Research & Intelligence Agent
Research & Development

Research & Intelligence Agent

workflows

Market Research

Competitive Analysis

Information Gathering

Trend Monitoring

Advanced Financial Data Extraction

Specialized capabilities for financial document processing with deep understanding of financial structures, calculations, and regulatory requirements.

Transaction Analysis

Intelligent transaction categorization, duplicate detection, and financial pattern recognition. Extract transaction details with contextual understanding.

Transaction Analysis
Financial Calculations

Verify calculations, validate totals, and detect discrepancies in financial documents. Cross-reference data for accuracy and compliance.

Financial Calculations
Regulatory Compliance

Built-in compliance checks for financial regulations, tax requirements, and audit standards. Ensure all processed data meets regulatory standards.

Regulatory Compliance
"The regulatory compliance features save us countless hours during audit season. Everything is automatically validated against current standards."
Sarah Martinez

Sarah Martinez

Compliance Director, Global Financial Services

Scale your Services
and free your team for higher impact work

All-in-one multi-agent platform

A flexible, multi-agent platform built for any use case, across any industry.

Built for business-critical tasks

Built for high-stakes tasks that drive real results, — intelligent automation, not just a bot.

Delivers human-quality work

Powerful, intelligent automation that matches the quality and precision of top human talent.

Works the way you do

Fully customizable workflows to seamlessly match how your business really operates.

Scalable for enterprise

Built to support large-scale operations and grow with your business as your needs evolve.

Active community & faster ROI

Tap into our active community to speed up deployment and start seeing results fast.

Enterprise Financial Processing

Secure, scalable financial document processing with enterprise-grade security, audit trails, and integration capabilities for financial institutions.

View Security Features
Bank-Grade Security

End-to-end encryption, secure processing environments, and compliance with financial regulations including PCI DSS, SOX, and regional banking standards.

Bank-Grade Security
Real-time Processing

Process financial documents in real-time with sub-second response times. Handle peak loads during financial reporting periods with auto-scaling.

Real-time Processing
Financial System Integration

Seamless integration with ERP, accounting software, and financial management systems. API-first architecture for custom workflows.

Financial System Integration
"The integration with our existing financial systems was seamless. We now have a complete automated financial document processing pipeline."
Michael Johnson

Michael Johnson

IT Director, Metropolitan Bank

Frequently Asked Questions

Can't find the answer you're looking for? Reach out to our customer support team.