Helm

Simple & Flexible Cash Flow Forecasting
Learn More

The best way to see the future? Plan it.

Helm is a short-term cash flow forecasting tool developed by financial service experts, for financial service experts. Helm easily integrates with Sage Accounting, so you can start planning the best way forward in a few clicks.

Upgrade to a user-friendly cash flow management tool today.

Overview Image

Benefits

Less time manually forecasting in spreadsheets

And more time running your business knowing exactly how much cash you'll have with automated short-term cash flow forecasting.

And more time running your business knowing exactly how much cash you'll have with automated short-term cash flow forecasting.

Accurately predict your future cash balance to the day

Helm predicts future receipts and payments using realistic assumptions from your previous accounting data allowing you to make important decisions.

Helm predicts future receipts and payments using realistic assumptions from your previous accounting data allowing you to make important decisions.

Easily understand what your forecast is saying

Don't get lost in the numbers. Visual, intuitive, drag-and-drop displays so that you can use Helm on your terms and quickly make decisions based on the data.

Don't get lost in the numbers. Visual, intuitive, drag-and-drop displays so that you can use Helm on your terms and quickly make decisions based on the data.

Test unlimited scenarios in a risk-free environment

Quickly and easily create unlimited scenarios so that you can understand what will happen if things do or don't go to plan.

Quickly and easily create unlimited scenarios so that you can understand what will happen if things do or don't go to plan.

Data that makes sense

Don't waste time on numbers that don't matter. Analyze data on your terms and quickly make decisions. Helm's visual, intuitive, drag-and-drop displays help you quickly determine where your business is... show more

Don't waste time on numbers that don't matter. Analyze data on your terms and quickly make decisions. Helm's visual, intuitive, drag-and-drop displays help you quickly determine where your business is and where it's headed.  show less

Learn More Take the Tour
Details

Similar Apps

9Spokes

9Spokes provides you with meaningful, personalized and shareable insights that help drive your business forward. Powered by your data, we help steer you towards your next move to reach your business goals.

Starting At $19.00/Mo

9Spokes

Driving business forward.

Starting At $19.00/Mo

CollBox

CollBox shows you all of your collectible overdue invoices from Sage Business Cloud Accounting and allows you to send them to an intelligently selected collection agency from our network of vetted collectors in just 3 clicks. Spend time growing your business, not chasing overdue invoices.

CollBox

Collecting Past Invoices Simplified

Credit Hound for Sage 100cloud

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem

(9)

Starting At $80.00/Mo

Credit Hound for Sage 100cloud

Advanced Collections Management

Starting At $80.00/Mo

(9)

Credit Hound for Sage 50

Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks. PayThem

(1)

Starting At $32.00/Mo

Credit Hound for Sage 50

Advanced Collections Management

Starting At $32.00/Mo

(1)

Phocas Analytics

Phocas Analytics is a cloud-based data analytics solution designed for the everyday user. While Sage provides you with an operational view of your business, Phocas enhances your level of insight - with an ability to perform trend analysis or provide high-level data-driven and actionable intelligence. Building dashboards is straightforward but what sets Phocas Analytics apart is it's ad-hoc analysis layer - unlike other tools, people can move from the Phocas dashboard to underlying business data transactions.

(4)

Phocas Analytics

Feel good about your data

(4)

Prophix

Prophix cloud software transforms planning, reporting & forecasting manual efforts with automation. Drive strategic decisions with scenario planning and insight.

Prophix

Integrated Planning, Budgeting, Reporting & Forecasting

Swoop Funding for Advisors

Smart tech built by accountants, for accountants As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt and equity.

(1)

Starting At $250.00/Mo

Swoop Funding for Advisors

Tailored funding for your clients.

Starting At $250.00/Mo

(1)

Syft Analytics

Syft Analytics is the award-winning interactive & collaborative financial reporting tool. From simple reports through to integrated forecasts, businesses and accountants use Syft to create, collaborate and explore beautiful financial reports. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. <p>Consolidations made simple, Practice oversight</p>

(1)

Syft Analytics

The collaborative financial reporting tool

(1)

True Sky

True Sky offers a comprehensive solution for companies seeking to enhance their budgeting, planning, forecasting, and reporting processes. Strategy Budgeting Planning Reporting Dashboarding Business Intelligence

True Sky

Budgeting, Planning, Forecasting and Reporting

nettTracker

nettTracker can save hours when making adjustments at the end of a financial period. Fixed asset processes can be fully automated, along with additional time saving tools to adjust prepayments and accruals including deferred income.

(1)

nettTracker

Automate period-end adjustments

(1)