For Xero users, Helm makes forecasting faster and easier. Integrate in a few clicks and start making quick, informed decisions based on your data
Automated and Fully Customizable Cash Flow Forecasts
Helm syncs with Xero to build automated cash flow forecasts in seconds, while keeping you in control with the ability to tailor every detail.
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.
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.