App does what is says. Gives a 12 month cashflow. Pulls in current AP and AR from Xero. Importantly, allows you to create rules, either based on precedent P&L import or you can create your own rules, eg for known future abnormal expenses or income. Good feature with the rules is you can make them repeatable for days, weeks, months and annually. Helm allows you to create scenarios based on % changes in existing cash inflows and outflows. Wish it did longer than 12 months and graphical display could be better. Numbers are accurate though and this is what counts.

This app is very straightforward to use, the customer service is superb, and it's not incredibly costly. You can pay to use it with one client or many. It was very intuitive to learn to use, and the set up doesn't take an overwhelming amount of time, either. It packs a big punch when it comes to advisory services for your clients who might be struggling with cash flow, and, let's face it, that's most retail stores, if not most clients.

I'm a new user of Helm and am terribly impressed with the app (and the Helm team). What I like about the product: Accounting style approach, inter-connectivity with Xero, being able to personalize the app to fit my business needs. At the end of the day I'm getting an ACCURATE view into my company's cashflow. The cost is also very competitive and reasonable for the value provided by the product.

I was so pleased to be able to offer my clients a cash flow tool that actually does what it's supposed to do! I love that it was built by accountants that understand cash flow and the importance of having accurate and consistent data to work with. I have finally been able to retire my excel spreadsheet and give my clients a cash flow presentation that is easy to understand and use. My clients love building scenarios to help them make better financial decisions. The cost makes it an easy sell as well and the support from the Helm team has been phenomenal.