You've been doing the job of six people.
A CFO, COO, CMO, HR Director, and General Counsel — permanently briefed on your business. Ready right now.
No credit card. Fourteen days free. Setup in five minutes. No AI experience required.
Anthropic Commercial API
I built Helm because I needed it.
I run a small manufacturing facility and was constantly asking ChatGPT and Claude for help with analyzing my financials, reviewing vendor agreements, figuring out what to do about an underperforming employee, building go-to-market plans.
But every time I made a big decision alone, there was a feeling of worry and doubt... Did I make the right decision?
No one to bounce it off of. Just me, trying to figure it out, learning as I go.
The problem wasn't the AI, it was that the AI didn't understand my business.
Using ChatGPT and Claude felt like I had to become a prompt engineer just to get useful answers. What I really needed was an AI that already knew my business.
So I built Helm.
An executive team that knows your specific business, your numbers, your team, and your goals. Now, you're never making another big decision alone.
CHRIS — FOUNDER“Is this just ChatGPT with a system prompt?”
No. Helm's advisors actively research before they answer — pulling from your documents, live QuickBooks data, and other business records — instead of answering from memory alone. A second AI pass then checks the draft against that source material before you ever see it, catching anything that isn't actually traceable to your real data.
Read the full answer →“Do I still need my accountant?”
Yes — Helm is decision support, not a replacement for a licensed accountant or bookkeeper. Read more →
“Is my QuickBooks data safe?”
Yes — read-only access, encrypted, never used to train AI models. Read more →
Watch Helm work.
No prompting skills needed. Talk to Helm the way you'd talk to a real advisor — here's what that actually looks like.
This is Helm already briefed on a real business. Sign up and it gets briefed on yours.
GET PERSONALIZED ADVICE →Your CFO knows your actual numbers.
Connect QuickBooks Online and your CFO gets live access to your P&L, Balance Sheet, and cash position before every conversation — no uploading, no copy-pasting, no explaining.
- ✓
Live Profit & Loss — your CFO sees actual revenue and expenses, not what you remember from last quarter.
- ✓
Balance Sheet and cash position — real-time visibility into assets, liabilities, and how much runway you actually have.
- ✓
Syncs automatically every day — no re-uploading a spreadsheet every time your numbers change.
Built for: owners and operators with 1–50 employees, with a real team, real vendors, and real numbers to advise on. Not built for: pre-revenue solo founders with nothing yet to advise on, or larger companies that already have a real CFO, COO, and General Counsel on staff.
Confident and wrong is worse than useless.
Every AI can sound certain. Most have no way to check if they're actually right. Helm's advisors research before they answer, then a second pass checks the draft against what was actually found — before you ever see it.
Before answering, your advisor pulls from your Vault documents, live QuickBooks data, and the open web — not just what it already “knows.”
A second AI pass checks every number, date, and name in the draft against that research. Anything not actually traceable gets corrected or flagged before you see it.
Draft: “Your AR aging looks clean — nothing past 30 days.”
Corrected: “Your AR aging shows $6,400 in the 31–60 day bucket — one account, last invoiced March 14th.” The draft claim wasn't traceable to the actual aging report, so it was replaced with what the report actually says.
This checks the answer against what was actually retrieved and your real business context — it's not a guarantee every answer is correct. What it catches is the most common way AI gets things wrong: sounding certain about something it never checked.
One chat. Captain picks the right advisor.
Ask anything in one place. Captain reads your question and connects you with the right advisor — or bring the whole crew into the Boardroom.
Reads your question and connects you with the right advisor, every time you ask.
Reads your question and connects you with the right advisor, every time you ask.
Every advisor, one question, every perspective at once.
Cash flow, runway, pricing — the numbers you'd otherwise find out about too late.
Vendors, process, the day to day that keeps a business from falling apart.
Positioning, go to market, getting found and getting picked.
Hiring, performance, the conversations you keep putting off.
Contracts, risk, compliance, what to worry about before it costs you.
Why not just use ChatGPT?
A fair question. Here's what actually changes when your AI knows your business.
Generic AI: You re-explain your situation every time. Nothing carries between sessions.
Helm: Permanently briefed on your business. Every advisor knows your context from day one.
Generic AI: One generalist. Answers everything at a surface level.
Helm: Five domain experts — CFO, COO, CMO, HR, Counsel. Each speaks with the depth of a real advisor.
Generic AI: Consumer plans may use your data to improve their models.
Helm: Encrypted and siloed to your account. Zero AI training — Anthropic commercial API guarantee.
Generic AI: Upload each session. Nothing persists between conversations.
Helm: The Vault. Uploaded once, read before every conversation, always private.
Generic AI: No integration with QuickBooks or your books.
Helm: QuickBooks Online connection. Your CFO sees your actual P&L in real time.
Generic AI: Answers from memory. Never checks anything before responding.
Helm: Your advisors actively investigate — your documents, live QuickBooks data, vendor and deadline records, and the web — visibly, before they answer.
Generic AI: Talks about marketing in the abstract. Can't see your actual site.
Helm: Your CMO reads your live website — headlines, structure, calls to action — for a real marketing and conversion audit.
Generic AI: Message caps on all consumer plans.
Helm: Unlimited conversations. No message caps, ever.
Generic AI: Just log in. But start from scratch every time.
Helm: Five-minute onboarding. Never start from scratch again.
Generic AI: You're the prompt engineer. Get the question wrong, get a useless answer — and re-explain your business every session.
Helm: Talk like you would to a real advisor. No technical skills required — Captain handles the rest.
One question. Five brains.
Simple. Honest.
No user limits. No message caps. All five advisors included.
Billed monthly. Cancel anytime. All five advisors, unlimited conversations.
Billed once yearly. Best for operators serious about the tool.
A single hour with a fractional CFO: $350. Get all five advisors, unlimited, for a whole month: $49.
More than C-Suite's cheapest tier ($29.99/mo, 4 generic advisors, no live QuickBooks) because $49 includes live QuickBooks grounding and the verification pass on all five advisors. Less than the comparable full-featured tier elsewhere — C-Suite's complete roster is $79.99/mo, Marskel's is $266/mo.
