Helm

Simple & Flexible Cash Flow Forecasting
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Automated Forecasts

Helm integrates with Sage Accounting giving you a rolling cash flow forecast - just set and customize the forecasting rules to get started - with one click you can automatically update as often as you need a new forecast.

Automated Forecasts

Scenario Planning

In just a few clicks, create multiple scenarios to see the impact of late payments, hiring decisions, and other expenses in your business.

Scenario Planning

Interactive Display

See cash inflows and outflows - drag and drop to re-schedule payments - toggle between views - or zoom into daily, weekly or annual forecasts. Helm makes it easy for you to see what's happening in your business.

Interactive Display

Cash Flow Health Score Dashboard

No need for more sleepless nights wondering if your cash flow is in the positive or negative. Helm's health score dashboard quickly lets you see key information so can make the best decisions.

Cash Flow Health Score Dashboard

Support Backed by Experience

Built by accountants from a real world advisory firm Helm is designed from the ground up for small businesses. Access customer support backed by practical knowledge from years of advisory and education experience.

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