Xero + Helm

Xero gives you insights into your past and present. Integrate Helm and get better visibility into your future.

Better together

If you use Xero, you know how amazing it is. By integrating Xero and Helm you can make your experience even better.

Quickly create dynamic forecasts of your Xero financial information. Easily visualize business changes and what-ifs. Automate more of your business.*

Dynamic Forecasting

Let Helm scan your historical Xero data to automatically create forecasts of your future bank balance and future business cash flows. Effortlessly adjust Helm's logic to your preference and watch it auto update from then on. Eliminate the grunt work between your Xero data and dynamic, rolling forecasts.

Powerful Scenarios

Create complex scenarios in Helm with a lot less effort. See how changing the timing of spending and receiving money impacts your future cash. Easily plan out different business situations and see how they affect your financial future. Help unleash the full potential of your Xero data.

Automated Routines

Use Xero with other tools to automate what goes into your accounting system. Use Helm to help automate what comes out. Save significant time on your cash forecasts, and let Helm help make your payments too.*

An amazing combination

Combine Xero and Helm for complete visibility on your financial past, present and future. Make better decisions and save more time with greater automation.

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.