Helm logoHelm

The SMB Guru

Fire your software stack.
Hire your AI Guru.

One AI operations brain that runs the accounting, marketing, scheduling, and follow-up — and actually grows the business instead of just recording it. Replaces the 17 tools you are stitching together at 11pm.

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126
Hours saved / mo
4.3x
Marketing ROAS
+3.2pp
Net margin lift
One unified command bridge running a small business — revenue, pipeline, scheduling and marketing on a single console
Model Independence

Elite capability, no elite access.

Helm gives your business the caliber of AI the biggest firms reserve for themselves, with no waiting list. It draws on the best models available, checks their work, and keeps your operations moving no matter whose release schedule slips.

One Guru. Your whole operation.

One operations brain runs the entire back office.

Helm is not a dashboard you check — it is a Guru that does the work across every function of the business, and gets sharper at your operation every week.

Helm logo
Helm

One operations brain · every function

Bookkeeping & Reconciliation

Bookkeeping & Reconciliation

Closes the books automatically

AI Marketing Engine

AI Marketing Engine

Targets, writes & places campaigns

Scheduling & Dispatch

Scheduling & Dispatch

Books jobs & fills the calendar

CRM & Follow-ups

CRM & Follow-ups

Never drops a customer

Quotes & Invoicing

Quotes & Invoicing

Sends, tracks & collects

Cashflow & Reporting

Cashflow & Reporting

Your numbers, in real time

…and everything in between — Helm carries the context across all of it, with evidence for every action.

The stack collapse

17 logins. Zero intelligence. Replace the chaos.

Every point tool solves one sliver while you stay the unpaid integrator. Helm replaces the category — one cohesive operations brain that is accountable, with evidence, for the result.

QuickBooksMailchimpCalendlyShopifyStripeHubSpotSlackGustoKlaviyoMeta AdsGoogle AdsAirtableZendeskExcelBill.comSquareNotion
Helm · one cockpit
$587,540
Revenue
+18.6%
126
Hours saved / mo
+23%
4.3x
Marketing ROAS
+31%
21.8%
Net margin
+3.2pp

Marketing that pays for itself

Run a national campaign. Land a hyperlocal message.

The big brands blast one generic message at everyone. Helm runs a single national-grade strategy and rewrites it down to the block — so every prospect sees one message crafted for their life: their neighborhood, their moment, their need. Enterprise reach, a neighbor’s touch, a fraction of the spend.

One national campaign reaching customers across the country, personalized to each neighborhood
One campaign · live nationwide
1
campaign strategy
38
local markets
12,400
message variants
4.3×
ROAS
Same campaign — three lives
M
MariaNew parent · 1.2 mi away

Out of formula at 11pm? We’re open late on Oakwood — and we’ll set it aside for you.

Oakwood · personalized
D
DevonMarathon training · 0.6 mi away

Your carbon-plate restock just landed at our 5th Street shop.

Downtown · personalized
P
The PatelsJust moved in · Maple Ridge

Welcome to the neighborhood — your first service is on the house.

New mover · personalized

And it doesn’t just plan it — Helm runs it. The engine writes, places, A/B-tests, and reallocates the spend automatically across channels, with evidence for every dollar. You approve the strategy; it operates the campaign.

The math an owner can do in her head

$1,500/mo
Current stack + fractional CFO
replaced by
~$550/mo
Helm platform + AI marketing

It knows your industry

A Guru per vertical — that learns across businesses.

Retail & e-commerce
Trades & home services
Clinics & wellness
Professional services

Deploy your Guru.
Grow the business.

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