Helm CFO
Helm CFO provides early‑stage founders with a consolidated financial dashboard and on‑demand strategic guidance, helping them allocate capital, plan hiring, and prepare for fundraising. The platform integrates with existing tools such as QuickBooks, Xero, and Google Drive, and offers a 24/7 AI‑powered CFO chat that delivers real‑time insights and recommendations. Additional services include live data‑room setup, cap‑table management, and investor‑meeting preparation.
- Artificial Intelligence
- Financial Technology
Funding
Founders
Product
Problem
Early-stage founders often struggle with fragmented financial data spread across multiple tools, making it hard to assess cash flow, budgeting, and fundraising readiness. The lack of real-time strategic insight can lead to suboptimal hiring and investment decisions.
Solution
Helm offers a unified financial dashboard that aggregates data from QuickBooks, Xero, Stripe, banks, and other common tools into a single view. An AI‑driven CFO chat is available 24/7, providing plain‑language explanations of metrics and actionable recommendations for hiring, budgeting, and fundraising. The platform also includes live data‑room capabilities, cap‑table management, and investor‑meeting preparation support. By delivering both consolidated reporting and on‑demand strategic guidance, Helm enables founders to make informed decisions without needing a full‑time finance team.
Target Audience
Helm is designed for early‑stage startup founders and CEOs who need financial clarity and strategic guidance without a dedicated finance department.
Features
- Automatic read‑only integration with QuickBooks, Xero, Stripe, bank accounts, Google Drive, and Excel for real‑time data consolidation
- 24/7 AI CFO chat that translates financial metrics into plain language and offers scenario‑based recommendations
- Live fundraising data room with cap‑table tracking and investor‑meeting prep tools
- Dashboard that visualizes every key metric with underlying calculations for full transparency
- Support for strategic planning as the company scales, covering hiring, budgeting, and cash‑flow forecasting