Manage your payments, invoices, and predict your cash balance

Quick & Easy Cash Management

Automated and Fully Customizable Cash Flow Forecasts 

Helm syncs with Xero, QuickBooks Online, and Sage Accounting to build automated cash flow forecasts in seconds. 

Say goodbye to endless tabs and hours spent in spreadsheets! 

Scenario planning in Helm

Unlimited Scenario Planning

Looking to hire a new employee? Take on a new project? Planning cost cutting? 

Test every scenario side-by-side in Helm to see where your business is headed.

Easily Manage Bill payments and invoices

Manage, plan and test all your accounts receivable and payable transactions in Helm.

Plus pay directly from Helm with Veem.

Easily View 

With 3 unique viewing options, and the ability to export PDF and CSV reports, Helm matches your style.

Want a visual overview? A month-by-month summary? A deep dive into ever transaction? Helm has you covered.   

Instant Cash Insights

With the Helm dashboard you can easily track KPIs and the financial health of your business to see what needs your attention. 

Loved by Small Businesses and their advisors

"Lots of forecasting software is pretty complex and time-consuming to set up. Not Helm. Quick setup and really nice user interface."
"I absolutely love Helm's intuitive design and the graphical output makes sense to clients instantly. Customer support has been stellar."
Upfront Consulting
"It was very intuitive to learn to use, and the set up doesn't take an overwhelming amount of time, either."
T3 Bookkeeping

Qucikly manage your clients cash with Helm