If you've been on the search for a cash flow forecasting tool that is fast, extremely flexible, and super easy to use... you've definitely come to the right place.
Whether you're a business operator, advisor, or an advisor wanna-be, Helm's visual forecasts are the easiest way to manage cash.
Which option is right for me?
Get the most out of your 14-day Free Trial
Setup > Choose > Connect > Create
Setup your Helm trial account (don't worry, we won't start charging your credit card during the trial period)
Choose the Business Account you'll be using for the forecast (yours or one of your clients that's ready for forecasting)
Connect your QuickBooks Online or Xero Business Account to Helm (here's where some of the magic starts happening)
Create your first Helm Forecast (and get ready to see the difference)
If you'd rather see a Live Demo
Want to get a better understanding of how an automated visual cash flow forecasting tool can really save you time and start planning (with all our scenarios and other fun stuff)?
In just 30 minutes or less, we can show you how and answer any questions. Book a Call
Your success is our success
Quick to setup and clients love it
"Very impressed with Helm. Lots of forecasting software is pretty complex and time consuming to setup. Not Helm. Quick setup and really nice user interface. It's definitely helped us have more meaningful conversations with our clients about their cashflow."
Yes, I recommend this product.
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