Every merchant, statement and install in one place
HELM is built for the way card payment teams actually sell: on the road, statement in hand, territory by territory. It preps the pitch, chases the statement, and forecasts the commission.
Free plan, no card. Trials up to 30 days.
Works alongside what you already run
Built for merchant services professionals using these tools. HELM works alongside your acquiring stack, it does not replace it.
Tools marked live are connected integrations you can use today. Everything else is reachable through HELM Connect, our integration layer over Composio and MCP, as connectors roll out to workspaces.
HELM adapts to what you sell
Tell HELM you sell card payments and the workspace adapts. Leads become merchants, deals become installs, and the forecast speaks residuals.
- MerchantsEvery prospect and live merchant, staged from first walk-in to installed.
- StatementsStatement chase tracked per merchant, so no comparison stalls quietly.
- Terminal installsInstalls scheduled, confirmed and followed up.
- Commission forecastUpfront and residual income projected as deals move.
- TerritoryYour patch mapped: who is where, who is due a visit, the best route today.
A working day in payments
What HELM is doing around you, hour by hour. Every entry maps to a real engine: the planner, follow-ups, the forecast, the daily review.
- 08:00HELM plans the territory run around confirmed appointments
- 09:15First merchant visit, prepped with statement status and history
- 11:30Statement chase drafted for the cafe that promised it Friday
- 13:00New walk-in captured by voice between stops
- 16:00Install confirmed; commission forecast updates
- 18:00Daily review: visits logged, chases scheduled, tomorrow routed
Workflows that run themselves
Evidence in, explainable draft out, and nothing ships without your approval.
A statement becomes a signed merchant
- 1Merchant added from the road, by voice if you like
- 2Statement requested, chase scheduled
- 3HELM reminds until it lands
- 4Comparison prepped for the pitch
- 5Install booked, commission forecast updates
A territory day plans itself
- 1HELM reads your patch and your diary
- 2Due-a-visit merchants surface
- 3Route planned around confirmed appointments
- 4Every stop gets a prep brief
Specialist agents on your patch
The same fourteen-agent crew behind every HELM workspace, put to work on your industry.
- Sales CommanderWhich merchant to call and which install closes this week.
- Route AgentTerritory runs planned street by street.
- Follow Up AgentStatement chases that never lapse.
- Forecasting AgentUpfront and residual commission projected monthly.
Keep your tools. Take the helm.
Connect what you already use, tell HELM what you sell, and your workspace speaks your language from day one.
Start Free TrialBuilt for professionals using these tools. Product names and marks belong to their owners. A listing means HELM is designed to work alongside that tool, not that a partnership or endorsement exists.