Short-term budgeting & forecasting for agencies

Easily predict when you'll get paid and when payments will leave your account. Quickly model different scenarios to give you confidence in key business decisions you need to make.

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Hunter (1)

Hunter Hammonds - Helm Customer
Founder & CEO at Everest, a leading customer experience agency

Find answers to these important questions in your creative agency

Question (2)

"What happens if that big project isn't paid next week?"

Easily adjust the expected due dates of expected payments to see the impact they will have on your cash balance.

Question (2)

"We need to hire for next month's projects, can we afford to?"

Create different scenarios in just a few clicks to see the impact hiring can have on your cash flow.

Question (2)

"Should we pay for this equipment upfront or monthly?"

Upfront payments might give you discounts but what impact do they have? Compare both options in Helm in seconds.

Interested to see how Helm can help you to find answers to these questions?

How Helm helps you to run your creative agency with more confidence

Project-based revenue can cause a lot of uncertainty. Helm helps you to find answers to important questions, giving you the confidence to make key business decisions. 


Accurate predictions based on previous project payments

Helm predicts future receipts and payments using assumptions from your previous accounting data allowing you to make important decisions.


Predict your bank balance with short term cash flow

Visual forecasts that make sense for visual people

Don't get lost in clunky spreadsheets. Visual, intuitive, drag-and-drop displays so that you can use Helm on your terms and quickly make decisions based on the data.

Drag and drop cash flow forecast

Test different scenarios to answer key questions

Easily test different scenarios for possible late payments, hiring new team members, or investing in your own growth. 


Scenario forecasting

See your business' health at a glance

With Helm's Healthscore Dashboard, you can see key financial metrics at glance and get immediate feedback, so you can proactively make adjustments. 

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Integrates seamlessly with your accounting software

Quickbooks integration (1) Xero integration Untitled design (11)

Start forecasting today and know what will be in your bank tomorrow.