AI bookkeeping that does the work — not just software that helps you do it
The only AI bookkeeping service that works with QuickBooks, Xero, or our own native software — with a human bookkeeper available when you need one.
From $99/mo, billed annually. No credit card to start.
What your Helm self-serve actually is
Not a login and a pile of tools — a service that does your bookkeeping. Here's exactly what's doing the work for you every day.
Full double-entry accounting engine
Real books on QuickBooks Online, Xero, or our own native ExoCount — a numbered chart of accounts, balanced journal entries, and a continuous tie-out.
AI auto-categorization with confidence scoring
Every transaction is categorized by AI with a confidence score. High-confidence matches post automatically; only the genuine exceptions reach you.
Monthly close automation
A guided close workflow moves each period from import to review to delivered, with checklists and automated advances — no more month-end scramble.
P&L, Balance Sheet & Cash Flow reports
The three financial statements your lender, investor, or accountant expects — generated on close and exportable as polished PDFs.
AI Q&A bot on live financial data
Ask “What did I spend on software last quarter?” in plain English and get an answer computed from your actual ledger — not a canned FAQ.
Cash flow forecasting and alerts
Forward-looking runway and burn projections, with alerts before a balance dips — so a cash crunch never surprises you.
Receipt capture
Snap or forward a receipt and AI reads the vendor, amount, and date, then matches it to the right transaction and attaches it for audit.
1099 filing
Track contractor payments across the year, flag who crosses the threshold, and prepare and file 1099s when January comes.
Deduction finder
AI scans your spending for deductions you'd otherwise miss and surfaces them so nothing legitimate is left on the table at tax time.
Weekly AI financial coach
A short weekly read on what changed in your numbers and what to do about it — the context a good bookkeeper gives you, every week.
Human bookkeeper available on upgrade
Want a person to own it? Upgrade to HelmPilot and a dedicated LedgerHelm bookkeeper picks up your books — same platform, same data.
A service that does the work — not software that helps you do it
Most “AI bookkeeping” is really just accounting software with a few AI buttons — you're still the one doing the categorizing, reconciling, and closing. Helm flips that. The AI is the bookkeeper: it categorizes every transaction, reconciles your accounts, runs the monthly close, and hands you finished financials. You review and approve — you don't do the busywork. That combination — an AI-powered bookkeeping service that does the work — is what makes Helm different.
Ordinary bookkeeping software
Gives you the tools. You still do the categorizing, reconciling, and closing yourself.
Helm self-serve
Does the bookkeeping for you. You review, approve, and stay in control — a human is one upgrade away.
Works with your books, wherever they live
Helm is the only self-serve AI bookkeeping service that meets you where your books already are. Keep QuickBooks or Xero, or run native books in ExoCount — either way the AI does the same work, and your data is always yours to export.
QuickBooks Online
Connect QBO and Helm reads and writes to your existing ledger — no migration required.
Xero
Same for Xero: your books stay in Xero, the AI keeps them clean and closed on schedule.
ExoCount (native)
Prefer not to use either? Keep real double-entry books in our own engine, built in.
A human bookkeeper, available when you need one
Start self-serve and let the AI run your books. The day you'd rather hand it off, upgrade to HelmPilot — a dedicated LedgerHelm bookkeeper owns your close on the exact same platform, with your full history intact. No export, no re-onboarding, no switching tools.
Questions about Helm
- Is Helm software or a service?
- Both — and that's the point. Helm is an AI bookkeeping service that actually does the work: it categorizes transactions, reconciles accounts, runs your monthly close, and prepares your financials. Traditional bookkeeping software just gives you the tools to do all of that yourself. With Helm the AI is the bookkeeper; you review and approve.
- Does Helm work with QuickBooks and Xero, or do I have to switch?
- It works with both. Connect QuickBooks Online or Xero and your books stay there — Helm reads and writes to your existing ledger. Prefer not to use either? Keep native books in our own ExoCount engine. You're never locked in, and you can export everything anytime.
- What if I want a real person handling my books?
- Helm is self-serve — AI does the work and you stay in control. The moment you want a human to own it, upgrade to HelmPilot and a dedicated LedgerHelm bookkeeper takes over on the same platform, with all your history intact. Start self-serve, add a human when you need one.
- How much does Helm cost?
- Helm self-serve starts at $99/mo billed annually, with Pro, Growth, and Elite tiers for higher volume and more advanced needs (multi-entity, inventory, multi-currency). Start free to try it before you pay.
Let AI do your bookkeeping
Connect your bank, QuickBooks, or Xero and Helm starts working. From $99/mo — with a human bookkeeper one upgrade away.