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