
Helm
0.0
0 ReviewsCash flow forecasting, advisory and payments.
About Helm
Helm is a highly modern, deeply visually intuitive tool built explicitly by accountants, for accountants. While tools like Pulse target the chaotic freelancer, Helm specifically targets high-end Accounting Firms and Bookkeepers who offer "Advisory Services" (charging their clients premium fees to actively manage and advise on their cash flow, rather than just doing their taxes at the end of the year).
Its signature feature is its incredibly visual "Drag-and-Drop Interactive Graph." A bookkeeper can sit on a Zoom call with a client, look at the terrifying dip in the cash flow graph next week, and literally use their mouse to drag a massive "Tax Payment" bar from next week to the following month. The entire graph instantly recalculates live, showing the client exactly how delaying that payment saves their business.
Because it wants to actively *fix* the cash flow, Helm deeply integrates "Accounts Payable (A/P) Execution" directly into the software. The accountant doesn't just predict the cash flow; they can use Helm's native integration with Veem to actually authorize and execute the physical bank transfers to pay the client's bills directly from the Helm dashboard, creating a massive all-in-one financial hub.
Deployment
- Cloud, SaaS, Web
Support
- Email/Help Desk
- Live Chat
Training
- Documentation
- Live Online
Ideal Company Size
Small, Medium Employees
Pricing Overview
$49
Starting price / month
LicensingSubscription
Supported LanguagesEnglish
Write a Review