Helm provides a cash flow management platform that integrates with accounting software like QuickBooks Online and Xero to automate accounts payable and receivable tracking. The platform enables small businesses to create cash flow forecasts and scenario plans, helping them manage financial uncertainties and make informed decisions.
Funding
$700K raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Small businesses often struggle with managing cash flow due to inefficient accounts payable and receivable processes, leading to difficulties in forecasting and making informed financial decisions. Tracking invoices, vendor terms, and predicting future cash positions can be time-consuming and complex, especially when relying on manual methods or disconnected systems.
Solution
Helm is a cash flow management platform designed to streamline accounts payable and receivable tracking, providing small businesses with enhanced visibility and control over their finances. By integrating with accounting software like QuickBooks Online, Xero, and Sage Accounting, Helm automates the creation of cash flow forecasts and scenario plans. The platform enables users to build and track accounts payable plans, monitor invoice statuses, and simulate various financial scenarios to anticipate potential challenges and opportunities. With Helm, businesses can proactively manage financial uncertainties and make data-driven decisions to improve their overall financial health.
Target Audience
Helm is designed for small business owners, accountants, and financial advisors who need a comprehensive solution for managing cash flow, forecasting, and scenario planning.
Features
- Automated cash flow forecasting using AI that syncs with QBO, Xero, and Sage Accounting
- Accounts payable management tools to build and track payment plans
- Accounts receivable tracking to monitor invoice timing and status
- Unlimited scenario planning to test various financial possibilities
- Customizable dashboards and reports for visualizing cash flow projections
- Client approval workflows for accounts payable plans