Real-time cash visibility, payment workflows, FX risk and an academy that turns every controller into a treasurer. Built for modern finance teams.
From multi-bank cash positions to FX hedge tracking — Helix replaces spreadsheets, bank portals and the weekly email chain.
Live multi-currency balances aggregated across every bank account, refreshed continuously.
Initiate, batch and approve payments with audit-grade workflows and SEPA / SWIFT support.
Track exposures by currency pair, monitor hedge ratios and book forwards in minutes.
Maker-checker, segregation of duties and full audit logs for every action.
Rolling 13-week cash forecasts that update as transactions land.
On-platform courses on liquidity, FX and payments — train your team where they already work.
Most TMS vendors hand you a tool. We hand you mastery. Built-in lessons from corporate treasury fundamentals to FX hedging strategy, with progress tracking per user.
Spin up your treasury workspace in under a minute. Free during private beta.
Create your workspace