Helm
Overview
Cash management is the number one reason business owners can’t sleep at night. Using spreadsheets for important decisions, like - Will there be enough money to make payroll next week? Is there cash to cover loan payments at month end? - is time-consuming and error-prone.
Managing money is integral to business success. While 80% of businesses fail within 10 years - 90% of businesses that manage cash survive (and can thrive!).
Helm and Xero work beautifully together to make cash management processes easy, fast, collaborative, and intuitive:
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.
Automatic data sync
Once set up, 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!
Planning accurate to-the-day
Eliminate uncertainty and second-guessing. With data pulled directly from Xero, Helm lets you see your cash position down to the day - letting you know the exact moment trouble is on the horizon
Purposeful 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 and where it's headed.
Plus with the Helm Health Dashboard, you can monitor the health of your business at glance and take action when and are exactly where you need.
Amazing Support
Helm was built by modern accountants with expertise in cash management and cash flow forecasting. There isn’t a question you can ask that we won’t know the answer to!
How does Helm compare to Xero’s Cash Flow Forecasting?
With Helm you can zoom in to the daily, monthly forecasts and out for a full year. Cash flow bumps are forecasted well in advance so big inflows and/or outflows can be planned for.
Helm let’s you choose what’s included in the forecasts - payroll? yes, annual taxes? - yes
Helm includes advanced forecasting predictions and customized forecasting features based on future plans.
Helm + Xero
Helm and Xero work beautifully together. Helm scans your historical Xero data and uses this information to automatically create dynamic, forward-looking cash forecasts. Receivable projections consider how individual customers have traditionally paid. Payable predictions mimic how each supplier has historically been paid. Revenue and expense information is automatically populated based on past history. And with a highly intuitive interface, all of Helm's automated logic can be quickly and easily manipulated to your needs.
Getting started
Start a free trial or book a tour to see how easy it is to use Helm with your Xero account for forecasting, budgeting, payment planning, and more.
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