Platform
Overview Workflows Operator Console Integrations Security

Helpyr Platform · v2.3

The operator console for agentic work.

A single surface where autonomous agents do the work, humans approve what matters, and every decision leaves an audit trail.

helpyr.app / workspace / meridian-cpa / review-queue
⌘KTODAY · 2:14PM

Review queue

AllPendingHigh-confEscalated
IN
Invoice 4821 · Keystone Foods
Intake → Classify → Match to PO 2244
REVIEW
0.94
2m
CT
Contract 991 · Harbor Legal
Extract clauses · Redline 4 deltas
REVIEW
0.88
8m
EM
Email thread · Ridgeway intake
Summarize · Schedule follow-up
AUTO · OK
0.97
12m
RC
Reconcile · Aug-26 ledger batch
842 entries · 3 exceptions
RUN
—
now
DR
Draft · Quarterly client letter
Draft v2 · Awaiting partner review
REVIEW
0.86
22m
IN
Invoice 4822 · Grove Supply
Flag: amount mismatch ($40.21)
ESCALATE
0.71
28m
Above · Operator Console · Illustrative Every decision logged · Every approval signed

01 · Agentic Workflows

Multi-step agents that know when to stop and ask.

Helpyr agents chain reasoning, retrieval, and tool use — but they're bounded by policy. Confidence below threshold? Escalate. Above it? Proceed and log it.

  • Policy-bounded autonomy
  • Retrieval-first reasoning across your data
  • Deterministic tool calls to your systems of record
WORKFLOW · INVOICE RECONCILIATION SOURCE AGENT HUMAN ACTION Inbox Extract 0.98 Match PO 0.94 Policy check → review Approve partner · 1 click Post to GL QuickBooks

02 · Operator Console

One surface for every decision your team still needs to make.

Review queues, confidence scores, reasoning trails, and one-click approvals — designed for operators who manage twenty workflows at once and don't have time to read four screens to sign off.

  • Unified queue across all agents
  • Sortable by confidence, policy, or risk
  • Keyboard-first for power operators
OPERATOR CONSOLE · REVIEW VIEW
Invoice 4821 · Keystone
0.94
2m
Contract 991 · Harbor Legal
0.88
8m
Reconcile · Aug-26 batch
RUN
now
Invoice 4822 · Grove Supply
0.71
28m
Email thread · Ridgeway
OK
12m
J · APPROVE · K · ESCALATE · / · SEARCH

03 · Audit Trail

Every decision, signed. Every artifact, retrievable.

Helpyr writes a complete trail of what the agent saw, what it concluded, who approved it, and when — exportable to your system of record or a regulator on request.

  • Tamper-evident signed log
  • SOC 2 + HIPAA-ready retention policies
  • CSV, Parquet, or direct push to your SIEM
AUDIT LOG · EXCERPT
— 14:22:03.122 intake.ingested inv_4821 sha:a81c…
— 14:22:03.488 agent.extract inv_4821 conf:0.98
— 14:22:04.211 agent.match_po inv_4821 conf:0.94
— 14:22:04.602 policy.review_required inv_4821 thresh:5k
→ 14:22:05.014 queue.review_pending inv_4821 op:jreese
— 14:24:18.442 op.approve inv_4821 sig:ed25519
✓ 14:24:18.901 action.post_gl inv_4821 qb:ok
— 14:24:19.000 audit.log_signed inv_4821 block:#91203

Integrations

Connects to the tools
your operators already use.

Helpyr ships with pre-built connectors for 40+ systems and an SDK for the rest. If your data lives in it, we can work with it.

QuickBooks
Ledger
NetSuite
ERP
Xero
Ledger
Salesforce
CRM
HubSpot
CRM
Epic
EHR
Clio
Legal
iManage
DMS
DocuSign
E-sign
Slack
Messaging
Gmail / 365
Mail
SFTP / S3
Storage
Snowflake
Data
Postgres
Data
Zapier
Glue
REST · SDK
Custom
Webhooks
Custom
+ 40 more
Library

Security & compliance

Quiet about the work.
Serious about the data.

SOC 2 · Type II

Audited controls

Annual Type II audit across security, availability, and confidentiality. Reports available under NDA.

HIPAA · BAA

Healthcare-ready

Business Associate Agreements on request. PHI isolation, encryption at rest and in transit, retention controls.

Tenant isolation

Your data stays yours

Single-tenant deployments available. No training on your data, ever. Bring your own keys, bring your own model.

Get started

See one of your workflows
on the Helpyr console.

Bring one real process. We'll show you what it would look like wired up — queue, confidence bands, approvals, audit log.

Book a Discovery Call Read a case study →