Deleting a company in Helm is quick and easy.
If you are no longer cash flow forecasting for a specific company, you can easily delete them from your account. Simply:
- Click on the three dots at the top right of your screen
- Click on Organization Settings
- Click on the Companies tab
- Click delete on the company you want to remove from your account
Just note that deleting a company is permanent. Once carried out, the information deleted cannot be retrieved again.