Quick & Simple Cash Flow Forecasting
Helping bookkeepers and advisors offer incredible controller services.
Helm syncs with Sage Small Business Accounting 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.
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.