Track Hours → Generate Invoice for Financial Advisors
You're using Toggl and FreshBooks separately. Two apps. Two subscriptions. Data doesn't sync. Helix does both in one flow. $279 once.
Quick Answer: Most financial advisors use Toggl ($10/mo) and FreshBooks ($33/mo) separately — two apps that don't share data. Helix connects Time Tracker directly to Invoice Creator in one workflow for $279 once — or $99 today and two more payments. Plus you get scheduling, CRM, task management, and full accounting. 30-day money-back guarantee.
The Workflow
⏱
Time Tracker
Track hours per job
→
⚡
Auto-Connected
Data flows instantly
→
📄
Invoice Creator
Invoice generated automatically
How You're Doing It Now vs How It Could Work
The Old Way (2 Apps, $43/mo)
1
Open Toggl. Start timer. Work.
2
Stop timer. Repeat for each task.
3
At end of week, open FreshBooks.
4
Manually re-enter hours from Toggl.
5
Create invoice. Hope you didn't miss anything.
6
Send. Wait. Chase payment separately.
!
Data doesn't sync. Manual re-entry. Errors happen.
The Helix Way ($279 once / 3 × $99)
1
Open Helix. Tap 'Start' on the job. Work.
2
Tap 'Stop.' Hours logged to the job.
3
Tap 'Generate Invoice.' Done.
4
Invoice sent. Payment tracked. Expenses logged.
✓
One app. One data source. Zero re-entry.
You're paying $10/mo for Toggl and $33/mo for FreshBooks.
That's $43/mo — $516/year for two apps that don't talk to each other.
That's $0.00 wasted since you opened this page.
Helix: $279 once. Time Tracker + Invoice Creator connected. Plus scheduling, CRM, task management, and full accounting.
Break even in 6.5 months. Then it's free. Forever.
"I was copying hours from Toggl into FreshBooks every Friday. An hour of admin just to invoice. With Helix I tap one button — invoice generated from tracked time. Should have switched years ago."
— Financial advisor, Helix customer
Why Connected Workflows Matter for Financial Advisors
Most financial advisors start by picking tools one at a time — a booking app here, an invoicing app there, maybe a separate CRM. Each one solves its own problem. But none of them talk to each other. So you end up copying client info between apps, manually updating records, and losing track of details that fall through the cracks.
The real cost is not just the subscriptions — it is the time you spend on admin that should be automated. When Time Tracker connects directly to Invoice Creator in one app, data flows automatically. No re-entry. No missed updates. No "I thought I already updated that." You spend less time in front of a screen and more time doing the work that actually earns money.
That is what Helix does. Time Tracker and Invoice Creator are two of eleven integrated modules. Your calendar, CRM, invoicing, time tracking, job management, and accounting all share one data source. $279 once — or $99 today and two more payments — and you own the entire system.
Calculate Your Full Stack Cost
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And That's Just Two Modules
You came here for Time Tracker + Invoice Creator. Helix also includes:
Scheduler
Online booking, calendar
CRM
Client database, notes
Task Manager
Jobs, projects, to-dos
Financial Suite
P&L, expenses, tax prep
All of this. $279. Once. Own it.
"Two apps that don't talk to each other, both charging monthly. Replaced with one app that does both — and four other things. $279. Best money I ever spent on my business."
— Financial advisor
Stop Paying $516/Year for Two Apps That Don't Connect
$279 once. One app. Everything connected. Own it forever.