FINANCIAL INSIGHTS

See your business like a CFO would

Track cash flow, invoices, performance and business health in real time.

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Open laptop on desk showing floating graphs and charts including line and pie charts, with pen nearby.Laptop on desk with virtual 3D financial charts, graphs, and data analytics hovering above screen.
 

The three questions every founder asks, answered by Helvo. 

01

Stack and single coin connected by line to alert icon, with a gauge, suggesting tracking or loss of money.

Will I run out of cash?

See your runway and pressure points before they become a crisis. 

02

Balance scale with a storefront in the middle and rising and falling bar graphs on each side.

Am I actually profitable?

Live P&L, burn rate, and margin, no waiting for month-end reports.

03

White document sorter with three color-coded trays and a clock in the center.

Who owes what

All invoices, sent and received, tracked in one place. 

 

Cash flow, clearly

Cash flow is what keeps your business moving.
‍
Helvo puts it front and centre, built directly from your transactions, not reconstructed later. 

  • Live cash flow view based on real activity

  • 30 / 60 / 90-day rolling visibility 

  • Forward-looking forecasts as your data builds

  • Spot issues early, before they escalate

Man in a dark shirt working on a tablet in a light-filled office with architectural models and drawings on the table, alongside a floating graphic of a rising line chart.

You don’t wait for reports. You see changes as they happen.

 

Not numbers for reporting.
Numbers for decisions.

Most financial data is assembled after the fact.
Helvo gives you a live operational view as your business is running

Live P&L

Net burn and runway 

OPEX and CAPEX visibility

Revenue, profitability and margin trends

Month on month trends

VAT position, balance sheet and financial reports

 

Understand the relationships behind your numbers

Revenue and costs are rarely distributed evenly.

Helvo helps you understand which customers drive your revenue, which suppliers your business depends on, and how those relationships evolve over time.

See how dependent your business is on individual customers and how that changes over time.

  • Customer contribution %

  • Revenue concentration risk flags

  • Supplier exposure overview

  • Recurring supplier cost visibility

  • Full invoice and payment history per customer and supplier

Overdue invoices, payment behaviour, and supplier obligations stay visible in one place

helping you spot pressure points before they affect cash flow.

Our commitment

Clarity, without the wait

There’s no reporting cycle behind Helvo. When something changes, your view updates with it.

No lag

between activity and insight

No reconciliation

before visibility

No exports

between activity and insight

What you see reflects your operations in real time.

Run your business

with confidence

Better decisions come from better visibility. Helvo gives you the kind of financial clarity a CFO would.
Helvo is not adapted from corporate tools, it is built for the reality of Swiss SMEs.

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