Cash flow forecasting is extremely quick and easy in Helm. There are five basic steps to get going:
- Connect Helm to either QuickBooks Online or Xero
- Pick the starting point of your cash plan
- Review the future estimates Helm generated for you
- Review the timing Helm created for your accounts receivable
- Review the timing Helm created for your accounts payable
We've created the following video to walk you through these steps. Hope you enjoy it!