# Helm
> Advice that knows your business.

Helm gives business owners and general managers an AI CFO, COO, CMO, HR Director, and General Counsel who know their specific business — briefed on their financials, team, vendors, and goals from day one.

## What Helm does

- Provides five specialized AI advisors in one product: CFO, COO, CMO, HR Director, and General Counsel
- Each advisor is permanently briefed on the user's specific business
- One unified chat, not five separate ones: users type a question once and Captain — an auto-routing layer — reads it and connects them with the right advisor automatically, or a user can pick an advisor manually for that message
- Advisors run an agentic research loop on questions that warrant it — actively searching the Vault, querying live QuickBooks data, checking deadlines, and searching the web before answering, rather than answering from memory alone
- A second-pass verification step checks agentic answers against the actual retrieved source material and corrects or softens any specific number, date, or named entity that isn't traceable to it
- Cross-conversation, cross-advisor memory: durable facts, decisions, and preferences learned in one conversation with one advisor are available to every advisor in every future conversation, not just within a single thread
- The Boardroom feature lets users ask all five advisors simultaneously, with the same research, Vault, and agentic tool access as 1:1 chat
- The Vault stores uploaded business documents (P&L, contracts, pricing) that all advisors reference
- The CMO can read and audit a user's live website (headlines, structure, calls to action) as part of a marketing/conversion review
- Integrates with QuickBooks Online for live, read-only financial data (P&L, Balance Sheet, AR aging)
- Generates interactive visual dashboards from business data
- Uses Anthropic's Claude API with zero AI training on user data

## Who it's for

Small and medium business operators, general managers, and founders running businesses in manufacturing, distribution, professional services, retail, construction, and food and beverage industries with 1-50 employees.

## Pricing

- Monthly: $49/month
- Annual: $399/year ($33/month)
- 14-day free trial, no credit card required
- A fractional CFO alone costs $2,500–$15,000/month

## Key differentiators

- Knows your specific business (not generic advice)
- Actively researches your documents, QuickBooks data, and the web before answering — doesn't just answer from memory
- A verification pass checks agentic answers against real source material before they're shown to you
- Cross-conversation, cross-advisor memory — not just per-thread history
- Captain auto-routes one unified chat to the right advisor, so users don't have to know which of the five to ask
- Five specialized advisors vs. one general AI
- QuickBooks Online live integration
- Zero AI training on user data (Anthropic commercial API guarantee)
- No message limits on any plan

## Learn more

- FAQ: https://www.helmteam.app/faq
- Security: https://www.helmteam.app/security
- Privacy: https://www.helmteam.app/privacy
- Pricing: https://www.helmteam.app/pricing
- Blog: https://www.helmteam.app/blog

## Blog — operator advice (not generic AI hype)

Practical articles for small business owners on pricing, people, vendors, and financial visibility — written from an operator's perspective:

- Should you use ChatGPT for business decisions? https://www.helmteam.app/blog/chatgpt-for-business-decisions
- How to read your P&L as a business owner: https://www.helmteam.app/blog/how-to-read-your-pl-as-a-business-owner
- My marketing spend is up but revenue isn't — what's wrong? https://www.helmteam.app/blog/marketing-spend-up-revenue-flat
- How to review a vendor contract before you sign: https://www.helmteam.app/blog/review-vendor-contract-before-signing
- What to do when a vendor keeps missing deadlines: https://www.helmteam.app/blog/vendor-keeps-missing-deadlines
- Do you need a CFO, or just better financial visibility? https://www.helmteam.app/blog/cfo-or-better-financial-visibility
- How to handle an underperforming employee without an HR department: https://www.helmteam.app/blog/underperforming-employee-without-hr-department
- How to price a product when your costs keep changing: https://www.helmteam.app/blog/pricing-when-costs-keep-changing
- When one customer is 30% of your revenue: https://www.helmteam.app/blog/customer-concentration-risk
- How to read an AR aging report (and what it's actually telling you): https://www.helmteam.app/blog/how-to-read-ar-aging-report
- Fractional CFO vs. AI CFO: what each one is actually for: https://www.helmteam.app/blog/fractional-cfo-vs-ai-cfo
- When to hire your first operations manager: https://www.helmteam.app/blog/when-to-hire-operations-manager

## Company

- Website: https://www.helmteam.app
- Contact: chris@helmteam.app
- Founded: 2026