Sage and helm cash management

Calling all Sage users! We’re excited to announce Helm is now fully integrated with Sage Business Cloud Accounting! 

The integration is now available for all users in USA, Canada, UK and Ireland. 

While spreadsheets can eventually get the job done they are manually intensive, time-consuming and difficult to keep up to date. 

Helm provides you with the numbers you need in real-time so you can make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets.

What are the benefits of Helm + Sage Accounting Integration? 

No more manual data entry

Helm automatically syncs with Sage. That means no more hunting for numbers in spreadsheets, and more time running your business knowing exactly where you’re at and where you’re going!

Numbers you can trust

Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts. Helm pulls data directly from Sage to give you an accurate forecast you can trust.

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Scenario planning for every ‘what-if’

How will inflation affect my costs? Can I afford to hire next quarter? What if I need to unexpectedly replace equipment? Is my team ready for this project? Test it all in Helm.

Quickly and easily create unlimited scenarios so that you can understand what will happen if things do – or don’t – go to plan.

Manage your cash in one place

Track bank balances, loans, receivables and payables all within Helm.

Plus make payments directly from Helm with Veem integration (USA and Canada only). 

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How to get started (3 steps – 60 seconds!):

Step 1: Login to you Helm account or start a free 15 day trial

Step 2: Create your company in Helm. 

Step 3: Select Sage as your accounting software. 

And that’s it!

Helm will spend a couple minutes automatically synching all your accounting data, and creating your first forecast. From there, you’re free to plan, tailor, test and execute all from within Helm as much as you like!

Get started today for free

Integrate Helm + Sage today, start your 15 day free trial of Helm and get your first forecast in seconds.

Got questions?

Where here to help! Send us message at helpme@takethehelm.app