You're Switching from QuickBooks.
Here's Why Financial Advisors Choose Helix.

QuickBooks
$55/mo
$660/year — every year, forever
Helix
$279
Once. Own it forever.
or 3 payments of $99
Break even in 5.1 months. Then it's free forever.
"Switched from QuickBooks after the last price increase. Helix does everything I needed for $279. Wish I'd done it sooner."
— Verified financial advisor, former QuickBooks customer

What QuickBooks Is Costing You

The Damage

QuickBooks monthly $55/mo
Annual drain $660/yr
Year 2 (11.4% SaaS inflation) $735
Year 3 $819
3-year total $2,214

That's $2,214 gone. And you don't own anything. Stop paying, lose access.

Your QuickBooks subscription has cost you $0.00 since you opened this page.

Why Financial Advisors Leave QuickBooks

✗Annual price increases of 10-15%
✗User caps force expensive tier jumps
✗Complex interface overwhelms small operators
✗Desktop version being sunset - forced to Online
✗Payment processing fees add up fast
✗No offline capability
✗QB controls 85% of this market. It's technically a monopoly. The FTC has a long issue with Intuit over pricing.
✗400% increase since 2023. We used to update every 2 years for $250. Now subscription is $689.
✗An almost 70% price increase for your most used product and all you guys are adding is a bunch of AI slop.

See the full history of QuickBooks price changes in the SaaS Graveyard →

Financial Advisors are leaving QuickBooks every week.

You're not the only one who's had enough.

Why This Matters for Financial Advisors

You have 80 active clients. Three annual reviews are scheduled this week, a prospect wants an introductory meeting, and the market dropped 3% so four clients are calling panicked. You need to document every interaction for compliance, send a financial plan update, and invoice two clients for quarterly fees. Wealthbox charges $45/month, Calendly is $12/month, and QuickBooks is $55/month. That's $1,344/year in software to manage relationships that are fundamentally about trust.

Financial Advisors face unique challenges: CRM costs — Wealthbox is $45/month, Salesforce starts at $25/month. Compliance requirements making every client interaction documented. Scheduling around market hours, client availability, and review meetings. Managing AUM-based and fee-based client billing simultaneously. On top of all that, QuickBooks charges $55/month ($660/year) — money that comes directly from your revenue. The median financial advisor earns $68,000/year. Software at $660/year is a meaningful percentage of that income, every year, forever. And you do not own anything.

Your Financial planning software (eMoney, MoneyGuidePro) is yours. You bought it once. Helix works the same way — $279 once for invoicing, scheduling, CRM, time tracking, and full accounting. All connected. All offline-capable. You own it like you own your tools.

Your Full Stack Cost

QuickBooks is just one piece. What else are you losing money on?

Want this breakdown emailed to you?

Your exact QuickBooks cost, full stack total, and what switching saves. 10 seconds.

"I was paying QuickBooks $55/month and didn't question it until I did the math. $2,214 over 3 years for tools I don't even own. Helix was $279. Once. Done."
— Financial advisor business owner

What You Get Instead

Feature QuickBooks Helix
Invoicing ✓ ✓
Scheduling ✗ ✓
CRM ✗ ✓
Time Tracking ✗ ✓
Full Accounting ✗ ✓ (SIMPL)
Task Management ✗ ✓
Price $55/mo forever $279 once
or 3 × $99
3-Year Cost $2,214 $279
Stop paying? Lose everything Keep everything forever

Switching Takes 1-2 Days

Most financial advisors are fully switched before the weekend.

1

Export your data

Go to Reports → export to CSV. Download clients, invoices, expenses.

2

Set up Helix

15-minute setup. Import your clients and expense categories.

3

Parallel run

Run both for 1-2 weeks. Verify everything transferred.

4

Cancel QuickBooks

Cancel subscription. Download final backup. You're done.

✓ Run both in parallel. Cancel QuickBooks when you're confident. Zero risk.

FAQ

Is Helix really a QuickBooks replacement for financial advisors?

For solo operators and small teams (1-5), yes. Helix includes invoicing, scheduling, CRM, time tracking, task management, and full accounting. QuickBooks may be better if you have a large team (10+) or need enterprise-specific features.

$279 seems like a lot.

It's $7.75/month over 3 years. QuickBooks is $55/month — that's $2,214 over 3 years. Which is more? And if you'd rather split it, Helix is also available as 3 payments of $99.

Can I pay in installments?

Yes. Helix is $279 as a one-time payment, or 3 payments of $99 ($297 total). Either way it's a one-time purchase — no subscription, no recurring fees ever.

What if I don't like it?

30-day money-back guarantee. Full refund. If Helix doesn't save you $500 in year one, you get every penny back.

Can I import my QuickBooks data?

Export your data from QuickBooks as CSV, import into Helix in about 5 minutes.

"QuickBooks raised prices again and I was done. Found Helix — $279 once. I own it. No more 'we're updating our pricing' emails. Best business decision this year."
— Financial advisor, switched from QuickBooks

Stop Losing $660/Year to QuickBooks

$2,214 over 3 years. Or $279 once (or 3 × $99). Own your tools.

Get Helix — $279 Once
or 3 payments of $99
✓ 30-day money-back guarantee — save $500 or full refund

Still want QuickBooks?

We think Helix is the better deal at $279 once vs $55/mo. But if you've decided on QuickBooks, here's the link. No hard feelings.

QuickBooks — $55/mo →

This is an affiliate link. If you sign up, we earn a commission.

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© 2026 Smith + Canon. Helix is a one-time purchase. You own it forever.