Getting Started

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
Hitchhiker's Guide to Using Helm

Step One: Signup

New to Helm? Here's a walkthrough on setting up and connecting a new account.
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Written by Kelvin Gieck
Updated over a week ago

Step Two: Managing Bank and Credit Card Accounts

Okay, you've setup your Helm account. Now how do you manage the starting point of your cash flow forecast?
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Written by Kelvin Gieck
Updated over a week ago

Step Three: Accounts Receivable

Your starting cash position is right where you want it. How do you start forecasting your AR?
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Written by Kelvin Gieck
Updated over a week ago

Step Four: Accounts Payable

You've gone through your AR and got it in order. Time to do the same in AP.
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Written by Kelvin Gieck
Updated over a week ago

Step Five: Recurring Forecasts

Starting cash, AR, AP are all handled. It's time to start mapping out the future.
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Written by Kelvin Gieck
Updated over a week ago

Step Six: Account Estimates

We don't just help pick out and forecast specific items, we also help create a general lay of the land.
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Written by Kelvin Gieck
Updated over a week ago

Step Seven: Manually Created Forecast Items

We've gone through two ways we help forecast for you, now see how you can create your own.
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Written by Kelvin Gieck
Updated over a week ago

Step Eight: How the Graphs Work

You've walked through everything the system pushes into Helm's graphs... time to learn how those work now!
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Written by Kelvin Gieck
Updated over a week ago

Step Nine: Creating Scenarios

See how you can literally re-create your dataset, so you can model almost anything.
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Written by Kelvin Gieck
Updated over a week ago

Step Ten: The Other Stuff

We've covered a lot, but there's still more. Here's the lowdown on "the other stuff".
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Written by Kelvin Gieck
Updated over a week ago