Run your business like it has a full finance team.
Helm pulls every number that matters into one portable view — cash, profitability, operations, and risk — so an AI general manager can cut through the noise and tell you what to do next. A real operator backs you on the decisions that matter.
Built to read the data no one wants to touch
$130K
66.9%
$412K
$284K
Now
$284K
Week 13
$201K
Below buffer
2 weeks
Needs your attention
GM morning briefing
Revenue up 8% MoM but margin dipped 2.4 pts — COGS on the Feb batch ran hot. Collect the Acme invoice to clear the week-9 buffer dip.
What Helm is
A full finance team's brain. Without the overhead.
Every number that matters in one portable view. An AI general manager that cuts through the noise, shows you what to act on, and helps you decide. Backed by a human operator who reviews the numbers with you monthly.
One portable view
Cash, profitability, operations, and risk. All in one view you can take anywhere, updated live.
An always-on AI GM
A daily briefing that cuts decision fatigue: what needs attention, what to do next, and the routine work done for you.
A real operator
A human advisor reviews your numbers monthly and backs you on the big calls. Not just software.
Who it's for
Built for owner-operated businesses.
Businesses at roughly $500K–$5M in revenue, typically 3–50 employees, with no full-time CFO, COO, or controller.
$500K–$5M
Annual revenue
3–50
Employees
Best-fit signals:
- The owner wears every hat
- You hold the whole business in your head, and the decisions wear you down
- The business runs on spreadsheets, or is flying blind on its numbers
- Cash is lumpy or seasonal
- Growing but stretched thin
- Thinking about hiring, expanding, or planning what's next
Industry-agnostic across Main Street:
How it works
Four domains. One portable view.
Helm connects to your existing accounting, banking, and POS data and pulls every number into one dashboard built for decisions, not just reporting. Stop guessing. Start deciding.
Cash & Capital
A live 13-week cash-flow forecast, so you know what you can commit to.
Profitability & Pricing
Margin levers and P&L in real time, so you reprice with confidence.
Operations & KPIs
Capacity, utilization, and team metrics, so you spot the bottleneck before it bites.
Risk & Compliance
Contracts, insurance, licenses, and docs, so nothing expires into a surprise.
The path
Discovery
Free Business Health Snapshot plus a short call.
Onboarding & Setup
~30 days to connect data, stand up the dashboard, and set baselines.
Rolling Partnership
Ongoing tool plus advisory, month-to-month.
Pricing
Pricing that scales with your business.
An upfront onboarding and setup period, then a rolling month-to-month partnership. Tiered based on your revenue and needs.
Get in touch
Let's talk about your business.
Ready to start, or just exploring? We'd love to hear from you.