Our system integrates with QuickBooks Online and Xero to reduce your data punching.
There are a lot of apps that help you automate what goes in to an accounting system. Helm's cash management platform helps you automate what comes out.
Helm automatically maps out your client’s future cash position. Then, it helps you decide who to pay and when… and will even carry out the payment for you.
It's a new take on cash management, and a better one. Use it to provide new insights and build stronger client relationships, all while reducing effort.
Most small businesses aren't familiar with cash management. They are, however, very familiar with the pain of a tight bank account.
Implement Helm and be pro-active with your client's cash forecasting and management. Take away their pain.
Small businesses want real time advice that assists their day to day operations. Cash position is front and center in operational discussions.
Utilize Helm to create financial dialogue around client operations. Provide the exact advice your client desires, communicate more and increase the strength of your relationships.
Cash flow forecasting is fluid, dynamic and complex. It is time intensive and hard to do with other workflows to carry out.
Leverage Helm's integrations, automations and unique interface to eliminate the heavy lifting. Realize significant time savings.
A large part of cash management includes paying outstanding bills. Getting approvals, cutting cheques, or initiating electronic payments takes time.
Utilize Helm to fully automate payment processes. Simply create your forecast, monitor it, maintain it and let the system do the rest.
Use Helm to manage a key pillar to your client's success: cash flow. Map it out, create more dialogue with your clients and build stronger relationships. Let Helm handle the rest.
Helm combines a number of powerful features to help businesses run better. And we're not stopping here!