We build AI agents and products
that run your operations.

Rare Helix designs and deploys custom AI systems — from intelligent agents that automate accounting and operations, to full-scale software products — so your team can focus on decisions, not data entry.

6075%lower accounting costs
12+systems per agent
50K+employee orgs modeled
Accounting Agent · liveuptime 99.98% · today
06:14
Parsed vendor invoice · Vendor Billing · $4,820email
06:18
Drafted reply · awaiting Slack approvalneeds human
06:22
Matched payment → Invoice #2049 · reconciledauto

Tool-agnostic — we plug into whatever your team already uses.

What we do

Four engagements. One outcome.

Every project ends in a deployed system — not a deck.

01 / Build

AI Agent Development

AI employees that do the actual work.

12+ systems integrated · 24/7 operation
02 / Ship

Custom Product Development

Full-stack products, AI-native from day one.

50K+ employee scale · client-side compute
03 / Connect

Process Automation & Integration

Close the gaps between the systems you already use.

98% auto-match rate on reconciliation
04 / Plan

AI Strategy & Advisory

A phased roadmap to measurable ROI.

60–75% cost reduction · first engagement
Inside the accounting agent

Six capabilities, running autonomously.

Every capability is live, observable, and audited.

Triages

Email & Inbox

Reads, sorts and drafts replies for every email in the accounting inbox. Flags items needing human attention with a full audit trail.

1,200+ emails / mo
Issues & collects

Invoice Management

Identifies invoices each morning, sends after Slack approval, submits wholesale invoices to distributors daily, flags overdue accounts weekly.

1-click approval
Matches & reconciles

Payments & Reconciliation

Matches payments to open invoices automatically, records deposits, auto-categorizes transactions, processes cash deposits from Slack messages.

98% auto-match
Posts journal entries

Bookkeeping & Entries

Automated monthly entries for sales, memberships, gift cards, marketing fees and inventory true-ups — verified every cycle.

Zero manual JEs
Builds live reports

Reporting & Dashboards

Live dashboards for cash, revenue by taproom, labor %, and COGS. Weekly AR aging, monthly close checklists, full financial packages.

Real-time
Analyzes & recommends

Financial Intelligence

Budget vs. actual with commentary, weekly Business Pulse digests, variance analysis, board deck drafts and scenario modeling.

Weekly pulse
The methodology

Centralize the data. Then let it think.

One approach under every engagement — a knowledge layer your whole business, and its agents, can reason over.

01

Centralize

Every system your business runs on — sales, finance, inventory, email — pulled into one governed source of truth. No more truth scattered across ten tabs.

MarketplacesDistributorsPOSWebstoreEmail
02

Knowledge layer

We wrap that data in a semantic layer — entities reconciled, metrics defined once, relationships mapped — so a question has exactly one correct answer.

Reconciled entitiesDefined metricsGoverned
03

Agent

A team of AI skills plugs into that layer and works where you already do — Slack and email. It answers, drafts, flags, and acts, with a human on the approvals that matter.

SlackEmailMany skillsHuman-approved
04

Platforms

The same layer powers live dashboards and purpose-built apps — a CRM, an ops console, whatever the business needs — all reading from one brain.

CRMDashboardsCustom apps
Our work

Real systems. Deployed. Running.

AI-Native CRM · Functional Beverage Brand

Eight sales channels — DTC, wholesale, distributor and big-box — unified into one live CRM for a fast-scaling beverage brand.

A functional-beverage brand doubling revenue across ~2,000 retail doors had its truth scattered across marketplaces, distributor portals, its webstore and big-box POS. We built an AI-native CRM that centralizes every feed, reconciles the same physical store across sources, and surfaces velocity, reorder risk and revival signals — with an agent that drafts the outreach and posts to Slack.

~2,000doors tracked live
8sources reconciled nightly
Dailyvelocity + reorder radar
~2,000 retail doors
8 live data feeds
Multi-channel velocity (UPSPW)
Reorder radar + AI signals
Next.jsSupabaseCloud RunClaudeFaireShopifySlackGoogle Sheets
Rare Helix CRM
Functional beverage · 4 SKUs · ~2,000 doors
8 live feeds
DTC revenue · 30d
$48.6k
+14%
Retail velocity · UPSPW
6.4
+0.8
Active doors
1,980
+62
Reorder risk
7
flagged
REVENUE BY CHANNELDTCWholesaleDistributor
Feb
Mar
Apr
May
Jun
Jul
REORDER RADAR
Cedar & Vine Market
31d since PO · velocity 4.1
Call today
Northgate Provisions
22d since PO · 2 SKUs OOS
Send reorder
Harbor Foods Co-op
18d since PO
Watch
REVIVAL SIGNALS
3 accounts trending up fast enough to justify a facings push. Summit Grocery leads at +22% w/w.
Draft outreachDismiss
DISTRIBUTOR SELL-IN
Distributor West
Distributor East
Natural Channel
LIVE ACTIVITY● streaming
9:41a
Reorder placed · 18 cases · core 4 SKUs
autoPacific Coast Naturals
9:12a
Velocity up 22% w/w — recommend expanding facings
signalSummit Grocery Co.
8:47a
Sample drop scheduled with buyer · Thu
signalHighland Markets
How we work

Four phases. Prototype first.

Working prototype on your real data — in 2 to 4 weeks.

01

Operational diagnostic

We map the actual workflow — spreadsheets, email threads, meeting decisions — not the org chart version.

02

Scoped prototype

A narrow, real prototype against your actual data in 2–4 weeks. You see it work before committing further.

03

Deploy & integrate

We connect the systems, set up human approval checkpoints, and hand your team the dashboards and audit trails they need.

04

Operate & improve

We stay on as the agent's operator — tuning, expanding capabilities, and reporting ROI quarterly.

Let's talk

Put an AI agent to work by next quarter.

Whether it's a back-office agent you need running by next quarter or a custom product built from the ground up — tell us what you're working on.

info@rarehelix.ai →
Typical engagement

2–4 week prototype
then scoped deploy

First response

Within 1 business day
from the founders

We read every inquiry — usually reply same day.