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Creating a Xero Connection

Connect Helm to Xero quickly and easily

Whether you're setting up Helm for the first time or connecting another new company, you will be directed to the New Company Setup page. Here you simply:

  1. Type in the name of the company you want to create a cash flow forecast for, then click "Create Company."
  2. Select the "Connect to Xero" button displayed. This will take you to Xero, where you can complete the authorization process and connect Helm.

After this is done, Helm will start analyzing the historical data of your company in Xero. The amount of time it takes depends on the transaction volume and complexity of the company you are connecting.