Step 1 - Set up a Helm account
Sign up for a free 15-day trial of Helm
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.
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!
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.
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.
Track bank balances, loans, receivables and payables all within Helm.
Plus make payments directly from Helm with Veem integration.
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.
Detailed short-term cash flow insights in seconds for your business or clients with Helm + Sage Accounting integration.
Sign up for a free 15-day trial of Helm
Sign into sage to sync with Helm
Helm automatically creates your first forecast, from there you are free to tailor, plan and test as much as you like!
Start a 15 day free trial of Helm and make confident business decisions with easy cash planning
Sage Accounting is software for managing your business’s accounting. It allows you to quickly and easily create and track invoices, track cash flow, accept payments, record transactions, automate admin, capture expenses, and much more.
Sage Accounting is designed for small business owners (supports unlimited users) and sole traders (with or without staff) operating in any industry – from professional services to construction to retail.
Please note - this integration currently only works with Sage Accounting UK. We are working on an integration for Sage in North America shortly.
Start a free 15-day trial of Helm today and create your first forecast in seconds.