Step 1 - Set up a Helm account
Sign up for a free 15-day trial of Helm
Helm + Sage Business Cloud Accounting
Helm provides you with the numbers you need in real-time so you can make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets.
No more manual data entry
Helm automatically syncs with Sage. That means no more hunting for numbers in spreadsheets, and more time running your business knowing exactly where you're at and where you're going!
Planning accurate to the day
Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts - With data pulled directly from Sage Helm lets you see and plan your cash position down to the day.
Scenario planning for every 'what-if'
How will inflation affect my costs? Can I afford to hire next quarter? What if I need to unexpectedly replace equipment? Is my team ready for this project? Test it all in Helm.
Quickly and easily create unlimited scenarios so that you can understand what will happen if things do - or don't - go to plan.
Manage your cash in one place
Track bank balances, loans, receivables and payables all within Helm.
Plus make payments directly from Helm with Veem integration.
Data that makes sense
Don't waste time on numbers that don't matter. Analyze data on your terms and quickly make decisions. Helm's visual, intuitive, drag-and-drop displays help you quickly determine where your business is and where it's headed.
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Step 2 - Connect to Sage
Sign into sage to sync with Helm
Step 3 - Start planning
Helm automatically creates your first forecast, from there you are free to tailor, plan and test as much as you like!