Blog - Helm

What's New With Helm - April 2021

It’s been a busy start of the year here at Helm, and we’re excited to share with you all that’s been happening!

First, we added two key players to our team - myself (Selina) as a Customer Advocate and Nick, our Account Manager. Our Accelerator Program is officially underway with a strong group of accountants and bookkeepers. And based on their feedback and from all our users, we are rolling out more unique product features that make Helm even more intuitive and easy to use.

Why Tax Season is the Perfect Time to Consider Offering Cash Flow

Helm was built by accountants, so we definitely understand––you’re busy right now. Tax season...

Create a Cash Flow Forecast in 5 Steps

Using Helm, cash flow forecasting takes little time to implement and deliver to clients, but...

Helm's Partner Accelerator Program

Following up on the big release of our Veem integration last week, our team here at Helm is...

Helm's New Veem Integration

2020 has been a big year for a lot of reasons. Here at Helm, it has been a huge year of...

How to Price Cash Flow

It’s clear that your clients would benefit from comprehensive cash flow forecasting, but many of...

Have You Outgrown Your Spreadsheet? Forecast Faster With Helm

Much is owed to the humble spreadsheet. The powerful tool was invented in 1979 by Harvard student

What’s New With Helm - June 2020 Feature Update

Our M.O. at Helm has always been to make complex cash flow decisions as simple and easy as is...

Helm Closes $0.7 million to Accelerate Growth of Cash Management Platform

Our team here at Helm is extremely excited to announce that we have recently closed a $0.7...

Want to Up Your Advisory Game? Start with Cash Flow

Before we dive in, I want to speak to the fact that the title and topic of this post may appear...

Helm's Blog

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