Xero integration

Xero + Helm

Helm provides you with real time cash flow data so you can make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets.

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Better together

For Xero users, Helm makes cash flow forecasting and cash management faster and easier. By integrating with Xero, Helm let's you make quick, informed decisions based on data you know is accurate. 

 

No more manual data entry

Helm automatically syncs with Xero. 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!

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Numbers you can trust 

Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts. Helm pulls data directly from Xero to give you an accurate forecast you can trust.

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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.

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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).

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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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Automate your forecasting

Detailed short-term cash flow planning and insights in seconds for your business or clients with Helm + Xero integration.

What is Xero?

Xero is world leading online accounting software built for small business.

  • Get a real time view of your cash flow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.