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Getting Started with Helm

Resources to help you quickly get up and running with Helm. Unlocking faster, intuitive cash planning and cash management.

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20 articles in this collection
Written by Kelvin Gieck

Managing Bank Accounts in Helm

Automate the starting point of your cash plan using Helm. Easily manage the bank accounts and credit cards you want to track, and add others like Lines of Credit and…

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4 articles in this collection
Written by Kelvin Gieck

Managing Accounts Receivable in Helm

Utilize and build on Helm's powerful cash flow forecasting automations. Quickly view, and intuitively tweak, your Accounts Receivable on the fly.

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9 articles in this collection
Written by Kelvin Gieck

Managing Accounts Payable in Helm

Learn how to leverage Helm's accounts payable functionality to create amazing automations in your cash plans.

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14 articles in this collection
Written by Kelvin Gieck

Helm How To's

Learning videos using actual use cases.

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3 articles in this collection
Written by Kelvin Gieck

Account Management

Helm is an easy to use cash management tool. It also makes your account settings easy to manage. Learn more here.

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5 articles in this collection
Written by Kelvin Gieck

Integrations

Helm's power in automating cash management comes from the various partners it integrates with. Here are some articles showing who you can connect Helm with and how.

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3 articles in this collection
Written by Kelvin Gieck

The Lingo

Every app has some nuances in terminology. Here's ours.

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14 articles in this collection
Written by Kelvin Gieck
Helm Support