Cash flow forecasting is extremely quick and easy in Helm. There are five basic steps to get going:

  1. Connect Helm to either QuickBooks Online or Xero
  2. Pick the starting point of your cash plan
  3. Review the future estimates Helm generated for you
  4. Review the timing Helm created for your accounts receivable
  5. 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!

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