01
~10 hrs/wk
Executive time reclaimed
from chasing reports and building board packs
Where Helm AI sits
Plug into the tools
your organization already runs on
The intelligence layer
Executives & Teams · Where work happens
WhatsAppSlack
TeamsTelegram
TeamsTelegramWork from
Helm AI
Single unified intelligence layer
Sits on top of
Your existing stack · Keeps running as-is
ERPCRMMarketingFinanceHRISTicketingSupportM365PPlaudPPocketHMHelm MeetHNHelm Node
No rip-and-replace · No yet-another-dashboard · One layer executives actually work from
WhatsApp
Slack
TeamsTelegram
Zero friction adoption
The frontend is already on their phones.
No new logins, no training, no change management. Helm AI meets your people where they already work — inside WhatsApp, Slack, Microsoft Teams and Telegram.
Over 305 connectors live today, with new ones shipping every month
How Helm AI works
End to end. From data to done.
Consolidate
Step 1Insights
Step 2Recommend
Step 3Delegate
Step 4Execute
Step 5Follow up
Step 6Report
Step 7Monitor
Step 8
Step 1 · Consolidate
All your data — internal & external — pulled into one source of truth.
Always running in the background
Agentic Workflows
While tasks move through each step above, specialized AI agents run continuously in the background — supporting your business and employees without interruption.
Always On
Auto-Created Workflows
Workflows are auto-created the moment Helm AI integrates with your calendar, email and systems — it learns your task patterns and immediately builds workflows tailored to each user, department and company.
The CEO experience
Not another dashboard. An AI that tells you what to do next.
Ask once — get the dashboard, the report or the answer. And when it matters, Helm AI reaches out first, on WhatsApp.
01 · Your in-house business analyst
A sparring partner that knows your numbers cold.
Pressure-test decisions, stress-test scenarios, interrogate the P&L — Helm AI is the digital twin of your best analyst, on call 24/7.
02 · Prompt in · asset out
One prompt. Any C-level artefact.
Tap the preview to open the full asset.
03 · Helm AI reaches out first
Proactive alerts. Recommended actions. Delegated on WhatsApp.
Approve, snooze or delegate — all inside WhatsApp.
Proven impact · CEO experience
Less reporting. More deciding.
Helm AI turns the CEO's phone into a command centre — answers, board packs and actions arrive before the question is asked.
02
100%
One source of truth
every decision grounded in live, unified data
03
0 clicks
Approve or delegate
inside WhatsApp — no dashboards to open
Workflow generator · no code
Describe the work. Helm AI builds the workflow.
Plain language in, running workflow out. No builders, no scripts, no developer queue — and you can cap AI token budgets per department.
Workflow generator
Retail OperationsYour instruction
Generated workflow
1
Trigger
Schedule · every Monday 08:00
2
Read data
POS + GL · last 7 days, grouped by outlet
3
Analyse
Compare vs prior week · flag decline > 10%
4
Notify
WhatsApp region manager with flagged outlets
5
Track
Log run + await manager confirmation
Token budget by department
Assign AI capacity where it matters. Each department gets its own budget, so spend stays predictable and no team can starve another.
Retail Operations40% of pool
Finance25% of pool
Executive15% of pool
Caps, alerts and per-department reporting are built in — finance sees exactly what each team consumed, no surprise bills.
Try another instruction
Modules by industry
Pick your industry. See your OS.
Every module below is written around the pain points of that specific industry — the real failure points, and the agentic workflow Helm AI runs to remove them. Just examples — we tailor any workflow or process to you
Select an industry to reveal its modules
Two sides. One intelligence.
One brain. Two surfaces.
Internal OS and External OS share the same Helm AI graph — every workflow, metric and memory is available to both sides in real time.
Internal OS
HRFinanceProcurementOperationsProjectsInventoryComplianceReporting
Helm AI Intelligence
Oracle + Matrix
External OS
PresenceOutboundCaptureConvertServiceGrowLoyaltyReputation
Shared workflows
A new order in External OS triggers fulfilment, finance and inventory in Internal OS — instantly.
Shared metrics
Customer signals (churn, NPS, revenue) become employee KPIs (utilisation, margin, SLA).
Shared memory
Every conversation, ticket, invoice and KPI lives in one Helm AI graph — accessible to both sides.
Proven impact
One intelligence. Measurable outcomes across every function.
These are representative results from Helm AI deployments — not every client sees every number, but every number is tied to a real workflow we run.
01
~50%
lower cost to run & acquire
Half the cost. Same output.
Agentic workflows replace repetitive back-office effort while AI-driven outbound and support cut cost-per-lead and cost-per-ticket.
~50%
lower back-office run cost
60%
lower cost per lead
$0.62
vs $7.40 cost per support ticket
02
100%
coverage across tasks & leads
Micromanagement at scale.
Every task, project, lead and conversation is tracked — with proactive follow-ups before anything slips.
100%
task & owner visibility
100%
lead coverage
<1 min
customer response
03
Minutes
from question to decision
Instant decisions.
Ask in plain language. Get the dashboard, report or recommended next step immediately — no more waiting for week-end packs.
<5 min
to generate any report
seconds
prompt to board pack
24/7
real-time availability
Typical payback period for a mid-market deployment
6–12 weeks
Verified against actual client numbers
Most clients see measurable hours saved within the first month. Full margin impact is usually visible by the end of quarter one.
Helm Shift & Helm Academy · included in your package
The software is the easy part. We help with the rest.
You have seen what the workflows can do. Getting an organisation to actually work that way is harder — change management and AI transformation are not easy. Helm Shift transforms the organisation — strategy, processes and governance. Helm Academy transforms the people — training for the board, C-level and staff, plus SOP consultation grounded in best practices for your industry.
Included, not an upsell. Strategy, change management, training and AI governance ship inside the Helm AI subscription — one accountable team for both the advisory and the build.
AI transformation strategy
Operating-model review, opportunity mapping and a sequenced roadmap tied to P&L outcomes — not a tooling wishlist.
- Current-state diagnostic
- Value case & KPI baseline
- 12-month roadmap
Change management
Stakeholder alignment, process redesign and adoption programmes so the workflows are actually used after go-live.
- Org & role impact
- Comms and sponsorship
- Adoption tracking
Training & SOP consultation
Sessions for the board, C-level and staff on practical AI use, plus SOP redesign against best practices for your industry.
- Board & C-level briefings
- Department workshops
- SOP review & rewrite
Code of ethics & conduct
Written AI usage policy, acceptable-use boundaries, human-in-the-loop rules and review cadence for sensitive decisions.
- AI usage policy
- Approval & escalation rules
- Audit and review cadence
How we get you to full adoption
Software + hardware + consultation, in one sequence
01
Diagnose & align
Helm Shift consultants map current SOPs, data and decision points with your leadership team, then agree the KPI baseline.
Explore Helm Shift02
Deploy the software
Helm AI connects to your existing stack and auto-creates the workflows for each department — no rip-and-replace.
03
Add Helm Edge where it matters
Meeting rooms and executive desks get Helm Meet and Helm Node so decisions and follow-ups are captured at the source.
Explore Helm Edge04
Train board, C-level & staff
Helm Academy runs role-based training and SOP consultation based on best practices in your industry, so adoption is not left to chance.
Explore Helm Academy05
Run, measure, expand
Adoption tracked per department, workflows tuned monthly, scope expanded once the value case is proven.
One accountable team across the platform, the devices and the people work — so the transformation actually lands.
The Helm AI ecosystem
Five brands. One transformation.
Software, hardware, transformation, training and tailored builds — each with a distinct role, delivered by one accountable team.
Helm AI
Enterprise AI Software Platform
The operating layer — internal and external workflows, dashboards and agents across every department.
You are hereHelm Edge
Enterprise AI Hardware
Helm Meet in the room and Helm Node on the desk — voice-first capture, delegation and follow-up at the source.
Explore Helm EdgeHelm Shift
AI Transformation & Change Management
Readiness assessment, strategy, process redesign, governance and change management — transforming the organisation.
Explore Helm ShiftHelm Academy
AI Training & Education
Executive, leadership, department and certification programmes — transforming the people. HRD Corp claimable options available.
Explore Helm AcademyHelm Labs
Tailored SaaS & Software Studio
Your own websites, e-commerce, apps and web platforms — built fast and AI-powered with Helm AI from day one.
Explore Helm LabsArchitecture · data sovereignty
Built around your security perimeter
Your apps, databases and core systems stay inside your perimeter. A masking gateway tokenises PII before anything reaches Helm AI's orchestration and frontier LLMs, and re-hydrates the response on the way back — so raw client data never leaves your control.
Architecture diagram
Masking gateway · stateless processing · zero retentionYour perimeter
Inside your organisation
Users
WA · Web · Email
Helm AI App
Your tenant
Core systems
Read-only
Operational apps
Line of business
Operational DB
Encrypted at rest
Results land here
Request
Result
Gateway
Masking Gateway
PII tokenised
On send
Re-hydrated
On return
TLS 1.3 · audit
Masked
Response
Helm AI Cloud
Processing Layer
AI Models
Reasoning · Agentic
Compute
GPU · Scaling
Orchestration
RBAC · Audit
Stateless
No retention
Helm AI Infra
Tenant isolation · Scaling
Data sovereignty
PDPA-aligned
↓ Request↑ Result
Client side. App, DB and core systems stay inside the perimeter.
Gateway. Masks outbound, re-hydrates on return, full audit.
Helm AI cloud. Stateless processing only. No raw PII received, no client data stored or retained.
Open standards · zero lock-in
No lock-in. Ever.
We deliberately build on public industry standards instead of private formats. Your data stays in your systems, and the work stays yours.
Your database, your server
Data sits in your own environment — on-prem or your private cloud. Helm AI reads and writes; it never becomes the system of record.
Open, public standards
Standard SQL, REST/OpenAPI, MCP, webhooks and open file formats. No proprietary schema, no encrypted black-box store.
You own the workflows
Every workflow, prompt, rule and integration is exportable in readable form. What we build with you belongs to you.
Leave whenever you want
No exit fee, no data ransom. Turn Helm AI off and your data, history and workflow definitions remain intact and usable.
Standards we build on
PostgreSQL / SQLREST + OpenAPIMCPWebhooksOAuth 2.0 / OIDCSAMLCSV / Parquet / JSONSFTPiCalSCIM
Available connection methods
Three ways to connect. Complementary, not competing.
API as the base, MCP to multiply reach, and RPA only where no API exists. Every connection is governed, audited and scoped to what Helm AI is allowed to touch.
Low effort
API
Direct integration
Direct calls to a system's published interface. Helm AI registers each operation as an agent tool, handles auth (OAuth or API key), pagination and errors — then calls them in chat or inside an automation.
Best for
Systems that expose an API (yours or a partner's)
Lowest maintenance and strongest security of the three.
Medium effort
MCP
Standard tool layer
An open standard for auto-discovering tools from servers. Helm AI adds an MCP client that connects to the servers you need and exposes their tools the same way as our existing ones — auth via OAuth 2.1, each server enforcing its own permissions.
Best for
Reaching many tools through one common layer
One client = reach into a large, growing ecosystem with little work per connection.
Med–high effort
RPA
UI automation
Bots that operate a system through its user interface — for systems with no API at all. Helm AI wraps an RPA platform as a single agent tool (Power Automate, UiPath or Skyvern) to drive legacy ERP, desktop apps and portals.
Best for
Legacy / desktop / portals with no API
Used only where no API exists. More brittle, so reserved for high-value repetitive processes.
305+ connectors live today— new ones shipping every month.
Security & compliance
Enterprise-grade,
certified, and auditable
Core controls — data residency, encryption and audit logging — are already in place. Formal certifications are an ongoing application across the standards your security and risk teams care about.
In place
Data residency you control
Deploy in your region; data never leaves the perimeter you set.
In place
Encryption everywhere
AES-256 at rest, TLS 1.3 in transit, customer-managed keys available.
In place
Audit-ready by default
Every recommendation, action and approval is logged and exportable.
Certifications & frameworks
Ongoing application
PDPA
Personal Data Protection Act
In place
Audit Ready
Immutable trail
In place
ISO 27001
Information security
Applying
SOC 2 Type II
Security · availability
Applying
GDPR
For EU customers
Applying