Helm

Quick & Flexible Cash Flow Planning
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Simple, flexible, short-term cash flow forecasting

For small service businesses that worry about having enough cash in the bank, Helm is the short-term cash flow budgeting & forecasting tool that’s simple, flexible and easy-to-interpret, helping you to make crucial business decisions.

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Benefits

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!

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!

Planning accurate to the day

Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts - With data pulled directly from your accounting software Helm lets you see and plan your cash... show more

Eliminate uncertainty and second-guessing when it comes to paying bills or managing bank accounts - With data pulled directly from your accounting software Helm lets you see and plan your cash position down to the day. show less

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. 

Track bank balances, loans, receivables and payables all within Helm.   Plus make payments directly from Helm with Veem integration. 

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... show more

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. show less

Data that makes sense

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... show more

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.  show less

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