HelixMD Financial®
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Setup in 10. Autopilot forever.
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Securely link your bank accounts through Plaid. Your transactions are automatically pulled in.
Read-only connection. Bank-grade security. Nobody can move your money.
HelixMD auto-applies Physician specific categories like CMPA, OHIP, licensing fees and more to your transactions.
Review the handful of remaining transactions and create a rule with one click.
Result: Your bookkeeping is on autopilot.
Your dashboard updates automatically as transactions come in. Income, expenses and taxes — all in one place.
HelixMD calculates your recommended quarterly tax instalments.
After initial setup, tag any one-off expenses and log mileage.
Lower your CRA tax bill.
Download a CRA-aligned excel file with your income, expenses, and vehicle logs.
No more messy spreadsheets.
Flex - Billed Monthly
$30/month
Income & expense categorization
Dynamic tax estimator
Unlimited connected accounts
Vehicle logs
Financial dashboard
Mobile app with receipt matching (coming soon)
1 click accountant-ready export
Pro - Billed Annually
$25/month
Everything in flex
Auto-categorization
Avg. time spent bookkeeping
Avg. extra expenses found
Knowing your financial picture
I used to spend 3 days every April compiling data in a spreadsheet. Now, I hit the export button and save a weekend every year. Setup is so easy a child can do it.
Dr. Marcus
Family Physician - BC
I thought I was on top of my finances, but HelixMD caught thousands in missed parking, mileage and other little expenses that I usually miss. They add up.
Dr. Rowden
Locuming ER - ON
I hated dealing with finances and just ignored them. I'd over/under pay my tax instalments and it was always a surprise bill. Its nice to feel in control now.
Dr. Narula
Hospitalist - ON
As transactions come in, your dashboard with Income, expenses and taxes — updates.
At your convenience, tag any one-off expenses and log mileage.
