[Programme] The Cash Flow Advisory Accelerator
Fast track your success (and your client's) with education, coaching, and accountability to help you implement, deliver & scale cash flow advisory services.
Helm was born from advisory firm where it's being used to help clients succeed on a daily basis. It reduces the work, so you can focus on what matters: planning, advising and collaborating.
Wave goodbye to manual forecasting in spreadsheets and spend more time helping your clients with business-critical operational decisions.
Helm predicts future receipts and payments using realistic assumptions from your client’s data, allowing you to predict their cash balance to the day
Visual and intuitive displays make it easy for your clients to understand. Collaborate with them in real-time by updating the forecast using Helm’s drag-and-drop interface
Quickly and easily create multiple scenarios. Allow your clients to explore different scenarios themselves, freeing up your time to recommend the best path forwards
With Helm's Healthscore Dashboard, you can see your clients' key indicators at a glace, and reach out proactively when things start to change.
We know the impact Helm has had with clients, and we’re here to help you do the same. Our proven education and support options lead the pack based on real-world results.