One Point of Truth.
Zero Points of Failure.
They scattered your business across ten logins. We collapsed it into one.
Stop fighting with "integrated" tools that leak your data and your time. Helix is a Single Source for your entire business — one fluid system, no walls between modules. No gaps. No lag. Just the flow of your work.
The Products
Helix — Where Worklife Flows
A contact becomes a task. A task connects to a job. A job generates an invoice. An invoice creates an expense. An expense needs accounting — so your banking is right there. Nothing stops. Nothing switches. Drag and drop, no menus, no export to CSV.
Each module compares feature-by-feature with its market leader. Shared UI and a single data layer make the toolset geometrically more accessible than running five disconnected subscriptions.
382 audited features across these five modules — 616 across the full toolset, all sharing one UI and one data layer.
Compare every feature, against every tool
Click any module or competitor to drill into the audited feature-by-feature comparison — pricing, capabilities, gaps, cascade effects.
SIMPL — Personal Finance, Purpose-Built
$199 one-time. Budgeting, bank sync, expense tracking, goals, debt payoff. Your device. Your data. Works online, offline, and everywhere in between. Four distinct styles. Same engine.
All four editions include the same 204+ functions. Same engine. Same power. Different personality.
Biz Wiz — Your $20 Business Launch System
Not a template. Not a PDF generator. A guided business planning session with Larry, our AI business advisor, who builds your plan WITH you.
- ✓ Larry-guided 5-phase business planning session
- ✓ Professional business plan PDF (custom to your industry)
- ✓ 90-day action plan with interactive tracker
- ✓ 90 days of Station access (dashboard, Larry, tool demos)
- ✓ Industry-specific tool recommendations
- ✓ Website & digital presence guidance
- ✓ Monthly operating rhythm design
After 90 days: Station goes read-only, or upgrade to Helix where everything migrates and grows with you.
Sell What You Own
You're not a rep. You're a reference. Buy Helix at $99, use it, sell from experience.
Apply
Short form — tell us about your audience.
Get Helix at $99
Full suite, normally $279. Toolkit included: landing page, ads, 90-day plan, HAC dashboard.
Earn 25%
Helix $69.75 · SIMPL $49.75 · Biz Wiz $5 · Upgrade $20. Clean payout, no clawbacks.
SIMPL→Helix upgrade commissions stay with the original referring affiliate. Already a Biz Wiz customer? Upgrade path includes a $20 credit toward the $99 affiliate Helix.
Built To Work Anywhere You Do
Helix runs on your device. No server to go down. No internet required. No centralized database for anyone to breach. When your bank syncs, everything updates automatically. When it doesn't, you're still running — manual entry takes seconds.
We can’t leak what we don’t have.
$30 here. $50 there. $99 for the "pro" tier. Exposed to price increases, feature removals, and the constant threat that the company you depend on gets acquired, pivots, or just shuts down.
We watched Mint die. We watched Quicken get sold four times. We watched every "free" app discover that your data was the product.
SIMPL Financial Solutions builds the alternative. From first contact to cash in hand. Zero distance.
Where Your Ledger Lives
Three tiers. You pick the distance from us.
| Tier | Name | What It Is | Cost |
|---|---|---|---|
| 1 | Local | Device-only storage. Nothing leaves your phone. | Free |
| 2 | Shadow | Sync to YOUR cloud (Google Drive, Dropbox, iCloud). | Free |
| 3 | Failsafe | Encrypted backup on Helix servers. | $5.99/mo |
Your Data. Your Distance.
Frequently Asked Questions
What is SIMPL Financial Solutions?
SIMPL Financial Solutions is a software company that builds one-time-purchase business and personal finance tools. Our products include Helix (business suite), SIMPL (personal finance), and Biz Wiz (business launch system). We don't charge monthly fees.
What's the difference between Helix and SIMPL?
Helix is a full business suite — CRM, invoicing, scheduling, banking, and more — that includes personal finance tools. SIMPL is a standalone personal finance app for people who don't need the business features. If you buy SIMPL first and later need Helix, you upgrade for $80 instead of the full $279.
Why four SIMPL editions?
All four editions have the same 204+ functions. The difference is visual — each edition has a distinct design theme (Vault, Tokyo, Singapore, Tuscan). Pick the aesthetic you want to look at every day.
Is this really a one-time purchase? No hidden fees?
The software is yours forever after purchase. The only optional recurring cost is Failsafe ($5.99/month) for encrypted cloud backup — and you can use your own cloud storage (Google Drive, Dropbox, iCloud) for free instead.
How do I get into the app after I buy?
You'll get an email right after checkout with a one-tap sign-in link — no password to remember, no code to type. Tap the link, you're in. We email a fresh link any time you sign in on a new device.
How does the affiliate program work?
You buy Helix at $99 (discounted from $279), use it yourself, and earn 25% commission on every sale you refer. Helix: $69.75. SIMPL: $49.75. Biz Wiz: $5.00. You sell what you own.
What happens if SIMPL Financial Solutions shuts down?
Your software keeps working. It's installed on your device. We don't hold your data hostage on our servers (unless you opt into Failsafe backup, and even then, your local copy is always primary). This is the whole point.
Can I try before I buy?
Biz Wiz at $19.99 is the entry point. You get a full Larry-guided business planning session and 90 days of dashboard access. If you like how it works, upgrade to Helix or SIMPL.