Step 1 - Set up a Helm account
Sign up for a free 15-day trial of Helm
Helm + Sage Accounting
Helm provides you with the numbers you need in real-time so you can make quick and confident business decisions, without spending hours 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!
Numbers you can trust
Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts. Helm pulls data directly from Sage to give you an accurate forecast you can trust.
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 (USA and Canada only).
Forecasts you can understand
Spreadsheets make your eyes go funny? Helm's visual, intuitive, drag-and-drop displays help you quickly determine what's happening in your business and what action you need to take.
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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!