Quick & Simple Cash Flow Forecasting
Helping bookkeepers and advisors offer incredible controller services.
Better together
Helm syncs with QuickBooks Online to build automated cash flow forecasts in seconds, while keeping you in control with the ability to tailor every detail.
Automated and Fully Customizable Cash Flow Forecasts
Helm syncs with Xero, QuickBooks Online, and Sage Accounting to build automated cash flow forecasts in seconds.
Unlimited Scenario Planning
Eliminate unwanted surprises, and plan for every possibility with unlimited side-by-side scenario planning in Helm
Easily Manage Bill payments and invoices
Manage, plan and test all your accounts receivable and payable transactions in Helm.
Easily Communicate
Match your client’s communication style with 3 unique viewing options, and the ability to export PDF and CSV reports.
Instant Cash Insights
With the Helm dashboard you can easily track KPIs and the financial health of all your clients to instantly determine how you can help.
Trusted by Small Businesses and their advisors
5/5
5/5
5/5
"Lots of forecasting software is pretty complex and time-consuming to set up. Not Helm. Quick setup and really nice user interface."
KENJI KURAMOTO
Acuity
"I absolutely love Helm's intuitive design and the graphical output makes sense to clients instantly. Customer support has been stellar."
MICHAEL BRAUN
Upfront Consulting
"It was very intuitive to learn to use, and the set up doesn't take an overwhelming amount of time, either."
TRINITY SCOTT
T3 Bookkeeping
