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Helm
Cash management and 12-month cash-flow forecasting for advisors and their small-business clients, built from QBO, Xero or Sage data.
| What the AI does | Helm's 'intelligent forecasting A.I.' builds automated 12-month cash-flow forecasts from how the business has been paid and has paid in the past, with every transaction adjustable |
|---|---|
| Who it serves | Bookkeeping practices, CAS practices, Small CPA firms |
| Starting price | $50/mo for the first connected business (per-business pricing thereafter) |
| Pricing model | Per business connected/month |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, Xero, Sage Accounting |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Helm is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, CAS practices and small CPA firms on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
Helm starts at $50/mo for the first connected business (per-business pricing thereafter), per business connected/month. There is a free trial.
Good to know
Helm is cash management for advisors and their small-business clients: it syncs QuickBooks Online, Xero or Sage Accounting and its forecasting A.I. builds a 12-month cash-flow forecast from how the business has been paid and has paid in the past, with every transaction adjustable, unlimited scenario planning, a KPI dashboard and AP and AR plans the client approves with one click. Pricing is per connected business per month, $50 for the first, with unlimited users and PDF/CSV reports, a 14-day free trial, a For Advisors page and a Cash Flow Advisory Lite offer; Acuity and T3 Bookkeeping are among the firms quoted.
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