companies / sole traders / personal finances
From a receipt you receive to an invoice you issue and the records for your accountant. One place to see what needs doing.
INTERACTIVE CONCEPT · SAMPLE DATA
DOCUMENTS · INVOICES ·
DATA
DOCUMENTS · INVOICES ·
YOUR FINANCES
Document no. 2026–184
sample
Document details
to review
Payment
awaiting matching
Monthly records
for the accountant
September
data
payment
illustrative workflow
Received invoice
684,60 €
From the first record to the result. Everything has its place.
works with PDF, photos and XML; you always review the data
Three recurring tasks: receive a document, issue your own and see what has been paid.
01
A PDF from your desktop, a photo of a receipt or XML. Helix prepares the data for review. You check it; the original stays with the document.
invoice 2026–184
ready for review
review
up to you
02
Quotes, advance invoices, invoices and credit notes stay linked. A contact fills in known details; you edit the items and appearance.
INVOICING
today
Helix
9:41
Quote approved. Create an advance invoice from it.
Preview
Save
draft saved
03
Connect a supported bank account, match transactions to documents and distinguish company cards. A QR code prepares payment details; you approve payment in your bank.
Helix · product preview
Practical tools for everyday work. Open any screen in the Slovak app demo.
[ HOW HELIX WORKS ]
from receipt to handover
here
Received XML, data review and preparing your own e-invoice sit alongside your other documents.
Open, review and assign a structured document to a company. Supplier, items and amount stay with the original.
XML · data · original document
one document record
Prepare an invoice in Helix. Its format and data are checked, and the digital delivery provider transmits it. A delivery receipt confirms delivery.
illustrative workflow
delivery confirmed by the digital delivery provider
Missing details, due dates or monthly records. Go straight from the overview to the document behind each task.
awaiting reviewto review
4 of 6
of 6 sample documents
2 up to you
Add delivery · Check reference
edited
to reviewPDF, photos and XML in one record
Data review, payment and handover are tracked separately. Each document shows its actual next step.
DATA
01Data review
original remains available
Correct an amount or delivery date. The confirmed data and original file stay together.
PAYMENT
02Payment has its own record
not confused with review
Reviewing an invoice does not mean paying it. Payment has its own source, date and link to the document.
HANDOVER
03Readiness overview
originals and data together
Preparing an export is not the same as posting accounts. Your accountant needs the documents, data and a way to ask follow-up questions.
Pearl, Slate or Linen. Choose the workspace you like. Features and your data stay the same.
of 3
of 3
YOUR CHOICE
of 3
Three plans for the work you want Helix to handle. Your saved documents and invoice drafts are protected in every plan.
For regular invoicing to a small group of clients.
1 business workspace
1 user · no AI reading or e-invoice delivery
For quotes, repeat work and everyday invoicing.
1 business workspace
1 user + accountant · up to 1,000 incoming e-invoices per month
From an incoming receipt to a month ready for your accountant.
1 business workspace
3 users + accountant · up to 1,000 incoming e-invoices per month
Every plan: three interface themes, your business details, QR payments, saved drafts and export of your own documents.
Proposal for review. Prices and allowances are not yet a sales offer. This page does not activate a subscription or charge a payment. Final limits depend on measured costs and the e-invoice provider agreement.
From the first document to the monthly handover. Explore the area that interests you.
The edit history stays with the original. Continue an unfinished review when you return.
View concept in demo (SK) ↗Quotes, advance payments and final invoices stay linked. Each document keeps a reference to its source.
View concept in demo (SK) ↗The status “delivered” appears only after confirmation from the delivery service. Payment is tracked separately.
View concept in demo (SK) ↗You authorise payment in your bank. Connections and available features depend on the bank.
View concept in demo (SK) ↗See what the handover package contains. The accountant confirms receipt and posting; downloading an export alone does not change that status.
View concept in demo (SK) ↗Enter known details once. For the next document, select a contact and add new items.
View concept in demo (SK) ↗Go straight from the overview to what needs doing. Documents and contacts remain separate when you switch workspaces.
View concept in demo (SK) ↗Choose the look and access that suits you. Biometrics and notifications depend on device support and permissions.
View concept in demo (SK) ↗A Slovak product. App previews are currently in Slovak and use fictional data. Invoicing rules for Czechia, Germany and Austria are being scoped separately; Slovak e-invoicing deadlines do not apply to those countries.
Pre-launch draft. Operator: MBMONTAGE s.r.o. Contact email, phone, register entry, suppliers, prices and retention periods await confirmation. These texts describe the Slovak framework of the service; translation alone does not localise invoicing rules for other countries.
Helix is a planned online service for working with documents and finances. Business and consumer terms apply according to your actual role; statutory consumer rights remain unaffected.
Available features depend on the released version and approved plan. Protect your login details and upload only data you are entitled to process. Specific functions must be confirmed before launch.
Any free and paid plans, their scope and prices will follow the approved price list shown before a binding order. This draft has no payment checkout, trial or automatic subscription.
The process for changing a plan, closing an account and retrieving uploaded data will be completed against the working service. Changes to these terms cannot remove statutory consumer rights.
If the service is later directed at consumers in other countries, a choice of Slovak law cannot remove mandatory consumer protections of their habitual residence. Invoicing and tax rules for Czechia, Germany and Austria have not been localised in this draft.
If the digital service does not match agreed features, describe the issue and affected account or order using the verified complaints contact. Include third-party personal data only where necessary.
We will promptly confirm a consumer defect report in writing and state the remedy period. Defects will be remedied free of charge within a reasonable time, generally no later than 30 days; a longer period requires an objective reason outside our control.
If repair is impossible or not performed as required by law, the consumer may, depending on the circumstances, seek a proportionate price reduction or withdraw. For continuous digital supply, liability for defects applies during the agreed period.
A consumer who concludes a distance contract for a service may generally withdraw without giving a reason within 14 days of conclusion. Starting an ongoing service does not automatically end this right.
Send an unambiguous statement to the operator’s verified contact; sending it by the final day preserves the period. A legally required online withdrawal function must work before consumer sales begin where applicable.
If you expressly requested that a paid service begin during the withdrawal period and statutory information conditions were met, a proportionate charge for service actually supplied may apply. Otherwise refunds follow the law; payment details will be completed before sales.
To: MBMONTAGE s.r.o., Farská 1342/50, 949 01 Nitra, Slovakia. I hereby withdraw from the contract for the Helix service concluded on [date]. Consumer name and address: [complete]. Order or account reference: [complete]. Date of notice: [complete]. Sign a notice submitted on paper. Use of this model is optional.
The Helix provider will generally be controller for account, support and any billing data. It may be processor for personal data a customer uploads into a workspace; an Article 28 GDPR processing agreement is required before such processing.
Account data is used to provide the service and communicate about it; legally required data is used to meet legal obligations. Exact purposes, legal bases, data categories and any legitimate interests will be completed against real operations.
Hosting, AI and bank connection providers are possible supplier types, not confirmed partners. Actual recipients, processors and any transfers outside the EEA with safeguards will be disclosed after contracts and data flows are checked.
Data is kept only as long as needed for the relevant purpose and legal obligations; actual periods or criteria still need confirmation. You may request access, rectification, erasure, restriction, portability or object, and withdraw consent where relevant. GDPR requests are generally answered within one month; complaints may be lodged with the Slovak Data Protection Authority.
Operator: MBMONTAGE s.r.o., Farská 1342/50, 949 01 Nitra, Slovakia; company ID 54895928; VAT ID SK2121962975. Add verified email, phone and commercial register entry before publication.
Add a working email for support, complaints, withdrawal and privacy before publication. Consumers may seek alternative dispute resolution after a request for remedy under Slovak law; identify the competent body after checking. Add social links only for approved accounts.
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