Stop losing money to dead stock, freight leaks, and slipping margins.
Helm analyzes your sales data, financial records, and operational documents to pinpoint where your business is leaking cash—and shows you how to recover it.
See which products, customers, and sales channels are actually driving profit—and where you're leaving money on the table.
Spot slow-moving inventory sitting on shelves before markdowns and storage costs wipe out your profit.
Catch unexpected shipping overcharges, vendor price hikes, and operational waste automatically.
Tents and packs are strong, but high-margin accessories—camp lights, water filters, and repair kits—are only attached to 42% of qualifying purchases vs a 75% benchmark. That is roughly $14k/month in missed margin with no extra ad spend.
Zero Setup Required. Instant Financial Answers.
No 3-week onboarding. No complex data mapping. Choose how you want to start:
Option 1: Upload Files
Upload your existing P&L statements, balance sheets, or financial PDFs into Helm with a click. Helm instantly ingests, structures, and indexes your files so you can start asking questions immediately.
- Works with PDFs, Excel files, and financial exports
- No integrations required to test or preview
- Perfect for quick monthly or historical analysis
Option 2: Sync Through Integration
Connect QuickBooks, Shopify, or other business tools with a single click. Helm automatically syncs your data in read-only mode to build live, continuous dashboards.
- 100% Read-Only & Bank-Grade Encrypted
- Zero manual data entry moving forward
- Instant live sync across all your metrics
No IT department needed. No setup fees. Start asking plain-English questions about your margins in under a minute.
Built for deep financial & operational intelligence
Helm connects directly to your core accounting engine and sales channels to pull live, decision-ready data.
QuickBooks Desktop
Nightly Sync via Web Connector (15-Min Setup)
Data Ingested
- General Ledger & Chart of Accounts
- AP/AR Aging & Past-Due Bills
- Vendor Spend & Landed Cost Data
Shopify
Real-Time API Stream
Data Ingested
- In-Store POS & Online Orders
- Product SKUs & Category Performance
- Attachment Rates & Basket Sizes
Need another source? Custom file imports (PDF, CSV, Excel) supported natively. QuickBooks Online and Xero syncing coming soon.
Three things no dashboard can do.
Pinpoint profit drivers & cash bottlenecks.
Gain immediate, expert-level clarity on exactly where your business is winning and where cash is getting trapped. Helm automatically normalizes and analyzes complex, unformatted data sources — messy P&Ls, AR/AP aging reports, and fragmented expense logs — delivering atomic-level profitability insights without waiting days or weeks on a human analyst's report.
Unlock hidden revenue & cross-sell opportunities.
Go beyond basic top-line revenue. Helm dives into transaction-level data to discover high-value purchase patterns, common order combinations, and untapped attachment opportunities across every channel — surfacing precision cross-sell strategies that immediately boost average order value.
Predict outcomes & replay the strategic 'why'.
Turn passive financial records into active strategic fuel. Helm indexes your executive meeting summaries and business updates alongside live financial data — so you can reference the intent behind previous quarters' decisions and use those documented outcomes to generate accurate, predictive forecasts.
Operational Command Wheel
Total Control at the Helm
Click any operational spoke to see how Helm connects your disconnected data into clear, actionable strategy.
“Flagged 34.2% solo purchase rate on Texas Tee Fertilizer; soil attachment stalled at 16.9%.”
Experience Helm with real business data.
Don't take our word for it. Test-drive our fully interactive live sandbox, pre-loaded with an anonymized retail enterprise dataset.
- Ask plain-English questions about cash flow, P&Ls, or sales trends
- Explore automated reasoning steps and strategic recommendation drafts
- Export real board-ready PDF reports instantly
"Helm paid for itself in Week 2 by identifying merchandising and attachment opportunities we hadn't noticed."
One plan. Your whole company.
Helm Operator understands and runs your business — $229 per month, or $2,299 per year.
Ask why margin slipped, which SKUs to cut, and run the whole operation from one place.
Start 7-day free trial- Weekly Executive Business Assessment & Health Score
- Unlimited conversations with Helm
- Deep margin, cohort & inventory analysis
- Domain Repositories & Initiatives
- Document uploads & QuickBooks Desktop
7-day free trial on Operator · Cancel anytime
Ready to find the hidden margin in your business?
Start finding your hidden margin today
No setup fees. No code. Connect your data or upload files and get your first answers in minutes.
Get My Free Executive Shopify Assessment