Getting Started with Helm

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

20 articles in this collection
Written by Kelvin Gieck

The Basics

Helm's Graphs

Our unique, visual interface greatly simplifies your business' cash flow information.

Written by Kelvin Gieck
Updated over a week ago

Forecasting Drawers

Helm automates and simplifies the cash planning process, but still provides robust tools to help you tweak your forecast as necessary.

Written by Kelvin Gieck
Updated over a week ago

Helm's Views

We provide multiple ways to view your data and multiple ways to save your time.

Written by Kelvin Gieck
Updated over a week ago

Exporting Reports

Helm makes creating cash flow forecasts fast. Share them with others by exporting your reports.

Written by Kelvin Gieck
Updated over a week ago

Changing Information in Helm

Common Editing Tools

Helm has a number of tools to help edit and visualize your cash plans transactions.

Written by Kelvin Gieck
Updated over a week ago

Filters

Helm's filters can help you target information in your cash flow forecast quickly and easily.

Written by Kelvin Gieck
Updated over a week ago

Bulk Editing

Helm allows you to edit multiple data points in your cash flow forecast at the same time, making changes faster and easier.

Written by Kelvin Gieck
Updated over a week ago

Quick Edit Menus

Helm's quick edit menus provide access to specialized cash planning tools on the fly.

Written by Kelvin Gieck
Updated over a week ago

Using Helm's Interactive Graph

Drag and Drop Forecasting

Using spreadsheets to cash plan and cash flow forecast takes a lot of time, Helm's interactive graphs speed up the process significantly.

Written by Kelvin Gieck
Updated over a week ago

Custom Colouring

Visualizing your cash flow estimates is a key piece in the cash management process. Helm makes it even easier!

Written by Kelvin Gieck
Updated over a week ago

Hitchhiker's Guide to Using Helm

Step One: Signup

New to Helm? Here's a walkthrough on setting up and connecting a new account.

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?

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?

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.

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.

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.

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.

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!

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.

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".

Written by Kelvin Gieck
Updated over a week ago