Platform

The AI operations platform for founder-led business.

Every app your team needs. AI staff that actually do the work. Company intelligence that compounds.

See pricing
Per-workspace
Flat pricing. No per-seat tax. Add everyone.
CLI + MCP
Run Helm from the terminal, Claude Code, or any MCP client.
AI-first
Agents live inside the apps, not bolted on top.
How it's built

Three layers, built to work as one.

The apps your business runs on. The AI that runs them. The intelligence that gets sharper with every project, invoice, and client conversation.

Layer 1

Operations Platform

The apps your team runs the business on. CRM, projects, tasks, email, sales pipeline, documents, time tracking, invoicing, estimates, payments, calendar, workflows, sequences, forms, analytics. One data layer, no sync.

Layer 2

AI Staff

Autonomous agents with defined roles, configurable autonomy, and scoped access to every app. They work from inside the platform, not around it.

Layer 3

Company Intelligence

Every invoice, email, meeting, and project accretes into a non-transferable knowledge layer about how your business operates. It compounds. It stays when people leave.

The apps

Every app. All included.

Everything your team needs to run the business, on one platform. No paywall between you and the app you already paid for.

CRM
Accounts, contacts, full history.
Projects
Client work that ships.
Tasks
One list for everything you owe.
Email
Client email, tied to the work.
Sales Pipeline
From first touch to closed-won.
Documents
Rich docs tied to every client.
Time Tracking
Hours that roll into invoices.
Invoicing
Stripe invoices, sent in seconds.
Estimates
Quote fast, convert in one click.
Payments
Get paid, and reconcile it all.
Calendar
Deadlines and meetings, one view.
Workflows
No-code automation, every app.
Sequences
Multi-step email, sent on cadence.
Forms
Client intake that lands home.
Analytics
Revenue and utilization, live.
AI Staff

Agents that actually do the work.

Pre-built roles with defined responsibilities and scoped tool access. Or build custom agents. Each runs in observe, suggest, or auto mode.

Project Manager Agent

byHelm

Owns timeline, scope, and budget, tracks blockers, flags budget risk, runs status reporting, and drafts change orders.

Project Delivery

Account Manager Agent

byHelm

Runs client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.

Client Success

Sales Representative Agent

byHelm

Drafts estimates and proposals, follows up, keeps the forecast honest, and hands closed-won deals to delivery.

Sales

Sales Development Rep Agent

byHelm

Runs outbound prospecting, qualifies inbound fast, progresses early-stage deals, and keeps the CRM clean.

Sales

Billing Manager Agent

byHelm

Generates and sends invoices from logged work, tracks receivables, chases overdue payments, and reports cash flow.

Billing & Finance

Payment Recovery Agent

byHelm

Recovers failed payments with personalized three-touch outreach, and escalates the high-value accounts.

Billing & Retention
Browse the agent library
Integrations

Bring your existing stack.

1000+ integrations via Composio. Your agents read data, take action, and keep everything in sync. No rip-and-replace required.

Stripe logoStripe
Slack logoSlack
GitHub logoGitHub
HubSpot logoHubSpot
Shopify logoShopify
QuickBooks logoQuickBooks
Google logoGoogle
Figma logoFigma
Klaviyo logoKlaviyo
Jira logoJira
Salesforce logoSalesforce
Asana logoAsana
Notion logoNotion
Linear logoLinear
+ many more
See all 1000+ integrations
FAQ

Questions about the platform.

Why a platform and not best-of-breed tools?

Best-of-breed stacks win on features. They lose on context. A project in Asana doesn't know the client's invoice history. A CRM in HubSpot doesn't know the project is burning hours. AI agents on top of a disconnected stack spend most of their tokens piecing context together. Helm is one data layer, so agents get full context by default.

Is pricing really per-workspace and not per-seat?

Yes. Workspaces pay a flat plan fee. Seats are unlimited. Add your whole team, add your clients on the portal, add as many AI agents as your plan supports. The pricing page shows the current plan tiers and limits.

Can I bring my existing stack?

Yes. Helm connects to 1000+ external tools via Composio (Stripe, Slack, GitHub, HubSpot, Shopify, QuickBooks, and more). Agents read and act on external data so you don't have to rip and replace. Over time, the apps you use in Helm displace the ones you don't need to keep.

How do AI agents work?

Each agent has a defined role, scoped tool access across every app, and a configurable autonomy level (observe, suggest, or auto). They're reachable on the surfaces your team uses: in-app chat, Slack, email, and MCP. Under the hood they run on Claude with full workspace context.

Where does my data live?

Your workspace data lives in Helm (Supabase Postgres, US region). External integrations connect via Composio with OAuth, and agents respect the permissions you grant them. No training on your data. Client portals share only what you explicitly expose.

Is Helm available for self-serve, or only agencies?

Both. Agencies are our beachhead (and get agency-specific features like white-label and rev share). But any professional services business, from solo freelancers to established firms, can sign up directly and self-serve. Per-workspace pricing means team size doesn't punish you.

Get started

See the platform in action.

Per-workspace pricing. No per-seat tax. Every app included.

See pricing