Helios Platform
One ERP for the whole enterprise.
Helios runs finance, supply chain, manufacturing, people and customers on a single data model. Most ERP suites only cover part of that list. With Helios you can retire the collection of point systems that grew up around your old ERP and work from one set of numbers, adding one module at a time or switching everything over at once. It now covers workforce management, risk and regulatory filing, contracts and documents as well.
Why enterprises run on Helios
One set of numbers
Every module writes to the same data model. Finance, supply chain, manufacturing, people and customers reconcile automatically, and every report works from the same figures.
Insight while it still matters
Forecasting, anomaly detection and plain-English queries run on live operational data, so you can see what changed as soon as a transaction posts instead of the next morning.
Start where it hurts most
Begin with one module and add more later, or replace a patchwork of point systems in one go. The modules already share their data, so there is nothing extra to integrate.
Industry coverage
ManufacturingDistribution & RetailProfessional ServicesFinancial ServicesContact CentresConstructionTechnologyEnergyHealthcarePublic SectorHospitality
Helios at a glance
Connected modules 21 modules
Data model One source of truth
Geographic coverage EMEA · Americas · APAC
Standards IFRS · US GAAP · SOX · GDPR
Helios
One set of numbers for the whole enterprise.
Finance, supply chain, manufacturing, people and customers all write to one data model, so every report starts from the same figures and the books can close continuously.
The core ERP
Finance & Accounting
General ledger, payables, receivables and fixed assets, with real-time consolidation across entities and currencies, driver-based budgeting and continuous close. UK VAT goes to HMRC under Making Tax Digital, supplier invoices are read from scans and photos, and bank feeds and payment runs go through Atlas.
Multi-Entity GL Procurement & Sourcing
Requisitions, purchase orders, supplier records, contracts and automatic three-way matching. Spend is checked against live budgets before it is committed.
Source-to-Pay Supply Chain
Demand forecasting that blends AI with your own plans, item families and variants, inbound shipments tracked against their ETAs, and landed costs, traceable from the first demand signal to the delivered order.
Plan → Deliver Manufacturing
Multi-level bills of materials, nested recipes and versioned routings, MRP with finite capacity, live shop-floor control, and quality and yield analytics. Costing runs on FIFO or average cost and includes labour, machine time and scrap.
BOM · MRP · Quality Inventory & Warehouse
Stock across multiple sites with lot and serial control, barcode and RFID warehouse operations, and valuations that post straight to the ledger.
Real-Time Valuation Order Management
Orders from every channel, available-to-promise checks, smart allocation and automatic invoicing, so nothing between quote and cash gets keyed twice. Shopify orders, refunds, gift cards and payouts come straight in, and Shopify bundles map to kit recipes.
Quote-to-Cash HR, Payroll & Talent
Core HR, an org chart, performance management, and a hiring suite that runs from job to placement, with a one-click AI summary of any CV once the candidate has consented. Time, benefits and multi-country payroll post directly to finance, and UK payroll files RTI submissions to HMRC.
Hire-to-Retire CRM & Sales
A full view of each customer, pipeline management and CPQ priced against live cost and stock. When a deal is won, the order, invoice and revenue entry are created straight away.
Lead → Revenue Projects & Services
Project accounting, resource planning, time and expenses, and automatic revenue recognition, so you can see a project’s margin while the work is still going on. Delivery teams get backlogs, sprints, epics and releases, capacity planning and a Gantt chart with its own scheduling engine.
PSA · Rev Rec Asset Management
One asset register with the full history of each asset, preventive maintenance, and depreciation posted straight to the general ledger.
EAM + Fixed Assets Analytics & BI
Live dashboards, AI forecasting, anomaly detection and plain-English queries, all running on the same governed data as the rest of Helios. AI agents draft routine work for a person to approve, every run is logged, and an admin kill switch stops them at once.
Embedded AI Governance & Compliance
Role-based access with segregation of duties, multi-level approvals, an audit trail that cannot be altered, and statutory reporting on every transaction. Data-subject requests and legal holds are handled in the same place.
Audit-Native Ask Helios why a number moved
Why did gross margin fall in October?
Answer
Gross margin fell from 41.2% to 38.6%. Most of the drop comes from freight on three late
inbound shipments and a higher scrap rate at the Westfield plant. Prices held steady.
DriverSeptemberOctoberSource
Freight-in£412k£486kGL 5100
Scrap, Westfield plant2.3%4.1%WO-7731
Average selling price£18.40£18.35Sales ledger
Answered within your permissions · every figure cited Draft supplier query for approval
Workforce, compliance and collaboration
Workforce Management
Interval forecasts built from your support demand, Erlang C staffing, and rosters that respect contracted hours, rest periods, skills, public holidays and approved leave. Planners watch coverage against forecast through the day, and each agent sees their own published week.
Forecast · Roster · Intraday Work Boards
Boards for any kind of work, with table, kanban, calendar, Gantt, timeline and workload views. Formulas, linked boards, recurring items, time tracking, baselines and public intake forms come with them.
Kanban · Gantt · Workload Contract Lifecycle Management
Contract requests, an obligation register and renewal and expiry tracking, with reports and AI insights on what your contracts actually commit you to.
Obligations · Renewals Global Trade Services
Restricted-party screening, product classification, export controls with embargo and licence decisions, customs declarations, preferential origin and Intrastat reporting. Every party on a declaration is screened, and so are the banks and suppliers you pay.
Screening · Customs Enterprise & Third-Party Risk
A risk register with controls, KRIs, loss events, scenarios and Monte Carlo analysis, plus policies, attestations and internal audit. Suppliers are assessed with questionnaires you design yourself.
ERM · TPRM Regulatory Filing & ESG
XBRL tagging and EDGAR submission, ESG and CSRD datapoints with a carbon inventory, report binders with certification, a filing calendar and tie-out checks against the ledger.
XBRL · EDGAR · CSRD Close & Consolidation
A period-close checklist with sign-off, bank reconciliation with matching rules, intercompany matching and eliminations, FX revaluation and tax provisioning.
Reconcile · Eliminate · Certify Documents & e-Signature
A data room with templates, Word, Excel, PowerPoint and PDF editing in the browser, e-signature, and search that answers questions from your own files on private AI. Counterparties sign through a chain of signature requests in their own portal.
Data Room · AI Search Self-Service & Service Desk
An employee portal for payslips, tax documents, leave, timesheets, expenses and contracts, and a service desk with ticket queues, categories, macros and reporting.
Employee Portal · Tickets How a workforce plan comes together
01 Demand Captured From the service desk
02 Forecast Built By interval
03 Staff Calculated Erlang C
04 Leave Applied Live from Absence
05 Shifts Built Hours, rest & skills
06 Roster Published Queue by queue
07 Agents Notified My schedule
08 Day Managed Intraday coverage
From demand to closed books
01 Demand Planned AI forecast
02 Materials Sourced Requisition → PO
03 Goods Received 3-way match
04 Production Run BOM · MRP
05 Order Fulfilled Pick · pack · ship
06 Customer Invoiced Quote-to-cash
07 Revenue Recognised Auto journals
08 Books Closed Continuous close
Built for Regulated Enterprises
Deploy in the region your regulator expects, so EU data stays in the EU. You get
role-based access, SSO, encryption in transit and at rest, and an audit trail on
every transaction that can’t be changed. The interface is available in English and
eleven other languages.
From blueprint to go-live: a phased rollout
01
Phase 1
Discovery & Blueprint
Workshops across finance, supply chain, manufacturing and HR. We map how things work today, agree the target operating model and decide the order in which modules go live.
02
Phase 2
Configure & Migrate
Helios is set up with your chart of accounts, entities, bills of materials and approval policies. Master and transactional data is migrated and checked against the source systems.
03
Phase 3
Test & Parallel Run
Process testing from start to finish, then a parallel close. Ledgers, inventory valuation and payroll are reconciled against the old systems until you are confident to switch.
04
Ongoing
Go-Live & Evolution
The team stays on through hypercare and beyond, adding entities, modules and regulatory changes through configuration as you grow.
Time to move off your legacy systems?
Show us one of your processes and we’ll run it through Helios in the demo.