A self-paced course where you’ll learn the process of short-term cash flow forecasting and how to start to build a Cash Flow Advisory offering. It’s the entry-level course for people who want to get started with cash flow forecasting but don’t know where or how to begin.
Cash flow forecasting and management for:
Every plan includes all of Helm's cash management and forecasting features.
Pricing is based on the number of businesses connected.
The first connection costs $US 49, the 2nd to 5th cost $US 32 each. Further discounts available for additional connections.
Trusted by businesses and their advisors
I absolutely love Helm's intuitive design and the graphical output makes sense to clients instantly. Customer support has been stellar.
It was very intuitive to learn to use, and the set up doesn't take an overwhelming amount of time, either.
Lots of forecasting software is pretty complex and time-consuming to set up. Not Helm. Quick setup and really nice user interface.
Take the Helm.
Helm provides you with the numbers you need in real-time so that you can make quick and confident business decisions, without spending hours creating budgets and forecasts in spreadsheets.
CASH FLOW FUNDEMENTALS
Cash Flow Advisory Lite
Discover a step-by-step training for learning short-term cash flow forecasting and building the foundations of your Cash Flow Advisory offering
ACCELERATE YOUR JOURNEY
Cash Flow Advisory Accelerator
Learn how to build, deliver and scale a high-fee, high-value cash flow advisory service that makes you indispensable to your clients