Helm's Blog

Tips, tricks and all there is to know about cash flow.

Cash Flow Forecasting Template: Free Download & Step-by-Step Guide

In this guide, we’ll start with the basics of what cash flow and cash flow forecasting are, why they're important for businesses, and how you can get a free template to start forecasting today. 

What is QuickBooks Online's Forecasting Tool & Should You Use It?

In this quick guide we'll go through how to create and edit forecast in QBO and discuss its...

Helm + Sage Integration

Calling all Sage users! We’re excited to announce Helm is now fully integrated with Sage Business...

Helm has been selected as a top Fintech company

Helm has been selected as a top Fintech company in Calgary by Fintech Energy! 

Short vs. Long term cash flow forecasting: When, where, and how to use each

In the most basic sense cash flow is simply the amount of money that flows into and out of a...

Helm vs. Spreadsheets: How to save 10hrs a month with Helm

Are you creating cash flow forecasts using spreadsheets?Do you know how much time it's taking you...

Advisor Roundtable | Outsourcing & Offshoring With Nick Sinclair

Facing challenges scaling your services? Join Nick and Kelvin as they discuss how outsourcing &...

The 3 Levers of Cash Management + How to Manage Them

As long as I keep my business profitable I’ll be fine…

Intuitively that checks out, but there’s a...

Don't Let Cash Flow Forecasting Be a Crutch: Roundtable Recap

Last week we hosted the first of our Advisor Roundtable Series. A series designed for advisors to...

3 ways Helm can help you to forecast your cash flow in less time

Chances are if you're reading this you’ve felt the pain of managing cash in spreadsheets.