Helm vs Hello Frank
Helm and Hello Frank (hellofrank.ai) both target founder-led businesses making decisions without a real finance or executive team. The real difference is scope: Frank is a deep, real-time CFO built around your live bank feed. Helm is five advisors — finance is one of them, not the whole product.
Hello Frank: CFO only — real-time cash flow, AR/AP, burn rate, and runway from your live bank feed.
Helm: Five roles — CFO, COO, CMO, HR Director, General Counsel — for decisions that aren't purely financial.
Hello Frank: Not published. You fill out a qualification form; if you qualify, you get a private demo to learn pricing and fit.
Helm: $49/mo flat or $399/yr, posted on the pricing page. No form, no demo required to see the number.
Hello Frank: Connects directly to your bank accounts and categorizes transactions daily — a live, transaction-level financial engine.
Helm: Reads your QuickBooks P&L, Balance Sheet, and AR aging — a synced accounting-system snapshot, not a raw bank feed.
Hello Frank: QuickBooks, Xero, Shopify, Zoho Books, Stripe, PayPal, Sage, FreshBooks, and industry-specific tools like JobTread, Housecall Pro, and Clio.
Helm: QuickBooks Online only.
Hello Frank: Automatically sends and escalates overdue-invoice reminders by email and SMS.
Helm: No automated collections — your CFO can flag AR aging in a conversation, but nothing sends reminders on its own.
Hello Frank: No stated document upload — Frank works from your connected accounts, not uploaded files.
Helm: The Vault. Upload contracts, pricing sheets, and financials once; every advisor reads them before answering.
Hello Frank: No stated fact-checking step against your actual data.
Helm: A second AI pass checks every number, date, and named entity in the draft answer against your real source material before you see it.
Hello Frank: No self-serve trial — access starts with a qualification form and a private demo call.
Helm: 14 days, no credit card, self-serve — you're in the product in minutes.
Hello Frank: No stated capability to read or audit your live website.
Helm: Your CMO reads your actual live site — headlines, structure, calls to action — for a real marketing audit.
What Helm can't do
- No live bank-feed connection. Frank connects directly to your bank accounts and categorizes transactions daily. Helm's CFO works from your QuickBooks-synced numbers, not a raw transaction feed.
- Fewer accounting integrations. Helm connects to QuickBooks Online only. Frank supports Xero, Shopify, Stripe, PayPal, Sage, FreshBooks, and several industry-specific tools.
- No automated AR collection. Frank sends and escalates overdue-invoice reminders on its own. Helm can flag an aging balance in conversation, but nothing goes out automatically.
- Less finance depth overall. If real-time cash-flow monitoring is genuinely your #1 problem and you don't need help outside of finance, a purpose-built tool like Frank may serve that one job better than a generalist finance advisor does.
Common questions
Is Helm cheaper than Hello Frank?
We genuinely don't know — Frank doesn't publish pricing. Its own site sends you to a qualification form and, if you're accepted, a private demo to learn the number. Helm's price ($49/mo or $399/yr) is posted on the pricing page with no form required.
Does Helm connect to my bank accounts the way Frank does?
No. Frank connects directly to your bank feed and categorizes transactions daily — that's the core of what it does. Helm's CFO reads your QuickBooks Online data (P&L, Balance Sheet, AR aging), which is a step removed from a live bank feed. If real-time, transaction-level cash visibility is your main problem, that's Frank's specific strength.
Can I use both?
Some operators might — Frank for deep, real-time cash-flow monitoring and automated AR collection, Helm for the operations, marketing, HR, and legal-adjacent questions that come up running the rest of the business. They're not really competing for the exact same job.
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