How do I start using Helm?

After synching your accounting system, create your forecast in 3 quick steps

Your First Time in Helm

3 simple steps to get your first forecast in Helm


Before we create our first forecast let’s quickly make sure our accounting data has been synched in Helm. To do this open up the ‘Bank Accounts’ tab and just visually confirm your reconciled bank balance. 


With that done we are just 3 clicks from our first forecast!


Step 1. Click ‘Calculate ADR’ under the ‘Accounts Receivable’ tab

This step pulls in all your receivables into your forecast. Helm also analyzes your receivables to see how you’ve been paid in the past to make predictions on how you will be paid in the future.  


 


Step 2. Click ‘Calculate ADP’  under 'Accounts Payable' 

This step pulls in all your payables into your forecast. Helm also analyzes your payables to see how you’ve paid in the past to make predictions on how you will pay in the future.   



Step 3. Click ‘Generate Rules’ under 'Forecasting Rules' 

Helm analyzes your accounting data, searches for recurring entries and creates predictions and budgets. 



Just like that your first forecast is complete! 


You’ll want to tailor your forecast and add upcoming events but we’ve gone from accounting data to forecast in just minutes - something that used to take hours in spreadsheets! 


Once you’ve got your base case set up you’ll also want to take advantage of Helm’s Scenario feature to compare multiple forecasts side by side to see what life could look like at your company based on your decisions. 


Got a question? Check out our support page, use the chat feature on the bottom right of your screen, or shoot us a message at: helpme@takethehelm.app 


Happy Forecasting!