Finance for Canada's Physicians

Finance for Canada's Physicians

Save hours each month & stop losing thousands to the CRA

Save hours each month & stop losing thousands to the CRA

Built for unincorporated doctors.


HelixMD financial dashboard showing income and expense tracking for Canadian physicians
HelixMD financial dashboard showing income and expense tracking for Canadian physicians
HelixMD financial dashboard showing income and expense tracking for Canadian physicians

Built for unincorporated doctors.

Simple by design

Simple by design

The cognitive load of practicing medicine is a high enough.

Most financial software is packed with complicated features you'll never use.

The cognitive load of medicine is high enough

Most financial software is packed with complicated features you'll never use.

HelixMD focuses on easy setup & what unincorporated physicians actually need.

Bookkeeping shouldn’t steal your nights and weekends.

Connect your accounts through Plaid to pull in transactions.

Smart tagging automates transaction categorization.

Get setup in 30 mins, then spend 5 mins a month to review one-offs.

Bookkeeping shouldn’t steal your nights and weekends.

Connect your accounts through Plaid to pull in transactions.

Smart tagging automates transaction categorization.

Get setup in 30 mins, then spend 5 mins a month to review one-offs.

Stop leaving deductions on the table.

Missed parking, mileage, CMPA dues, CME costs — most physicians don't track these properly, so they never get claimed.

HelixMD automatically catches every eligible expense and shows you why it qualifies, saving you thousands.

Stop leaving deductions on the table.

Missed parking, mileage, CMPA dues, CME costs — most physicians don't track these properly, so they never get claimed.

HelixMD automatically catches every eligible expense and shows you why it qualifies, saving you thousands.

Your financial health shouldn't be a mystery

Most physicians can see what hits their bank account — but not how it splits into business expenses, tax obligations, and actual take-home income.

HelixMD gives you that picture in real time, not just in April.

Your financial health shouldn't be a mystery

Most physicians can see what hits their bank account — but not how it splits into business expenses, tax obligations, and actual take-home income.

HelixMD gives you that picture in real time, not just in April.

Stop juggling apps

One tool to rule them all

1. Data Capture & Compliance

2. Transaction Automation

3. Real-Time Financial Control

4. Final Tax Prep Output

Receipt Capture Tools:

Dext, Expensify, Mileage Trackers

Bookkeeping Tools:

Wave, Xero

Personal Finance:

Monarch Money, YNAB

Manual Spreadsheet

HelixMD Financial

1. Data Capture & Compliance

2. Transaction Automation

3. Real-Time Financial Control

4. Final Tax Prep Output

Receipt Capture Tools:

Dext, Expensify, Mileage Trackers

Bookkeeping Tools:

Wave, Xero

Personal Finance:

Monarch Money, YNAB

Manual Spreadsheet

HelixMD Financial

Pricing

Simple & deductible

14 day free trial — cancel anytime

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

1 click accountant-ready export

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

1 click accountant-ready export

Pricing

Simple & deductible

14 day free trial — cancel anytime

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

1 click accountant-ready export

HelixMD pays for itself.

Time saved:

0+ hrs

Avg. time spent bookkeeping

Extra deductions:

$0+

Avg. extra expenses found

Clarity & control:

Priceless

Priceless

Knowing your financial picture

HelixMD pays for itself.

Time saved:

0+ hrs

Avg. time spent bookkeeping

Extra deductions:

$0+

Avg. extra expenses found

Clarity & control:

Priceless

Knowing your financial picture

Built for unincorporated
Canadian doctors.

Trusted & secure.

Built for unincorporated
Canadian doctors.

Trusted & secure.

Ready to save time — and thousands from the CRA?

Get in control of your finances

disclaimer

HelixMD provides bookkeeping software and financial insights for unincorporated physicians.

We do not provide tax, accounting, or legal advice. Please consult a professional for specific guidance.

For questions or inquiries reach out to: support@helixmd.ca

© Copyright 2026 By HelixMD Financial®. All Rights Reserved.

disclaimer

HelixMD provides bookkeeping software and financial insights for unincorporated physicians.

We do not provide tax, accounting, or legal advice. Please consult a professional for specific guidance.

For questions or inquiries reach out to: support@helixmd.ca

© Copyright 2026 By HelixMD Financial®. All Rights Reserved.