Quick & Simple Cash Flow Forecasting

Helping bookkeepers and advisors offer incredible controller services.

Better together

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. 

Scenario planning in Helm

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

"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