Meet Helix AI: The Finance Co-Pilot That Actually Thinks
The era of "using software" to run e-commerce finance is ending. We are moving into the era of "software that works for us."
For years, the industry standard has been to give finance teams more dashboards, more charts, and more pivot tables. But a dashboard is passive. It still requires a human to log in, filter the data, compare the metrics, and manually deduce an insight. When you are operating across 10 channels with 500+ SKUs, you don't need more data visualization—you need immediate, actionable answers.
Enter Forcesight’s Helix AI
At ForceSight, we realized that an AI chatbot is only as good as its underlying data. Helix AI isn't just a language model bolted onto a spreadsheet; it is an intelligent agent sitting directly on top of our proprietary, 99% accurate SKU-level sync architecture. It understands the actual financial logic—from Amazon’s hidden packaging fees to Zepto’s Quick Commerce settlements—allowing it to deliver decision-ready financial truths, not estimates.
Instead of hunting for problems, you simply open your "Actions Required" page during your morning standup. Helix continuously analyzes every transaction against your predefined rules and proactively tells you exactly what needs fixing today.
What Can Helix AI Do?
Here is a look at how E-commerce Directors and CFOs are using Helix AI to replace hours of manual data mining with natural language commands:
Protecting Margins & Finding Leaks
- Identify all SKUs where the True CM3 gross profit margin has been consistently eroding week-over-week for the past two months.
- Compare week-over-week net sales for the base period ending Feb 20th 2026, and give me a list of SKUs where my ad spend has increased but volumes decreased. Give this only for Amazon to start with.
- Are there specific shipping zones or product categories where shifting fulfillment methods would unlock opportunities to reduce shipping costs?
- Identify all SKUs where executed price is lower month over month. This price is net of discounts for B2C. For B2B use the price executed to end customer
- Show me the list of SKUS where GT charges have gone up
- Call out all SKUs with returns greater than 5%. Is there any price action required to cover for legitimate return reasons?
Automating Recovery & Operations
- What are delayed payments in all channels including B2B & B2C. First, give me a summary by channel and break out by settled orders, cash back & unsettled orders. Second, give me an excel file download with each channel as a separate tab with the list of delayed orders that have not hit the bank. Also draft a message that I can paste in the ticket created in each marketplace. Keep it marketplace compliant and draft one for each if necessary.
- Pull all Myntra SOR (Sale or Return) invoices from Q3 that are not yet fully paid. What requires my follow-up? Draft the exact support ticket text so I can post it in the Myntra portal right now.
- Highlight all Flipkart transactions from last month that breached the expected minimum settlement thresholds, detailing the exact gap.
- Give me a clear SKU-level restock plan for the next 45 days based on current regional warehouse velocities and upcoming marketplace sale events.
- Run a deep-dive return analysis on the ‘Footwear’ category. Which specific SKUs are driving the highest return logistics costs across Amazon and Flipkart?
Marketing Efficiency & Ad Spend
- What are campaigns that are yielding good results but run out of budget?
- Show me a time-series analysis of our ad spend performance over the last 12 weeks, highlighting any campaigns where ROAS is steadily declining.
- Give me a list of all parent IDs where the ad attribution is greater than 15% for “Boys” Category and 20% for “Women’s” Category
Strategic Actions
- I have a budget of ₹3 Crores for ads this upcoming quarter. Based on current SKU-level margins and platform velocity, how, where, and on which specific products should I deploy this to maximize True CM3?
- Simulate the impact on our Amazon business: If I reduce my ad spend by 5% across all campaigns, how will it affect our total sales volume, and net margin?
- If I increase my price by 3% across the board on Shopify, what is the projected impact on conversion rates and bottom-line profit?
