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Talk to Your Financial Data

Connect your Xero account and ask questions in plain English. Get instant insights, beautiful charts, and detailed reports without writing a single formula.

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helm — Chat with your data
Helm chat interface showing a bar chart of top customers by revenue

Everything you need to understand your finances

Powerful features that make analyzing your Xero data effortless.

Natural Language Queries

Ask questions about your financial data in plain English. No SQL or complex formulas required.

Instant Charts

Generate bar, line, area, and pie charts on demand. Visualize trends and patterns instantly.

Interactive Data Tables

Sortable, searchable, and exportable tables. Drill down into your data with ease.

Secure Xero Integration

Connect securely via OAuth. Read-only access ensures your data stays safe.

Customer Insights

Track customer trends, identify top performers, and spot declining accounts.

Export Options

Download charts as images, export data to CSV, or copy tables to your clipboard.

Just ask a question

Here are some things you can ask Helm about your business data.

“How are sales doing this week?”
“Show me a bar chart of revenue by customer”
“Which customers are ordering less than normal?”
“What invoices are currently overdue?”
“Who are my top 10 customers?”
“Show me payments from the last 7 days”

Interested in Helm?

Get in touch to learn more about how Helm can help you understand your financial data.