FOR

Built for service businesses.

One platform. Eight flavors of business that run on client work. Pick yours.

Helm is an AI work platform built for professional services. Every service business runs on the same fundamentals (clients, projects, hours, deliverables, invoices), but each vertical has its own pressures. These pages show how Helm applies to each, with the apps and AI agents that matter most for that kind of work.

PICK YOUR VERTICAL

Same platform. Different pressures.

Accounts, projects, hours, and invoices on the same record. AI agents that handle the operational grind so your team can stay on the craft.

CRM, projects, time, invoicing, and documents in a single workspace. AI agents handle the ops work so your billable hours stay billable.

Time, retainers, deliverables, and client intelligence on one record. Agents run check-ins, reporting, and billing so you keep your hours on the advisory work.

Accounting Firms

Client records, document workflows, time, and invoicing in one workspace. Agents handle check-ins, reminders, and recurring communications so your hours stay on the work clients pay you for.

The firm-side layer for small and boutique practices. CRM, matters, time, and invoicing with AI agents for the repeatable parts. Works alongside your existing accounting and trust systems.

Project management, client review, time tracking, and invoicing in one workspace. AI agents handle the ops cadence so designers stay on the craft.

Marketing Agencies

The operational system marketing agencies actually need. Retainer tracking, campaign delivery, client reporting, and billing, with agents running the parts that repeat every month.

Projects, sprints, time capture, retainers, and invoicing on one record. GitHub-aware agents handle standups, status updates, and PR summaries so engineers stay in the editor.

WordPress Agencies

CRM, projects, time, and invoicing, plus MCP-connected access to every client WordPress and WooCommerce site. AI agents handle the recurring site ops so your team ships work, not tickets.

Don't see your vertical?

Helm is built for any professional services business that runs on client work. Start a workspace or tell us about your shop.

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