The owner's OS for independent restaurants

Run your restaurant like you actually own it.

Helm is one clean dashboard where you oversee every manager, every line of inventory, every shift, every bill, and every dollar — with real-time cashflow from your bank and a forecast that knows what next Saturday will look like.

Owners are running operations across 5+ apps, 3 spreadsheets, and a pile of vendor PDFs. Helm replaces the pile.

Replaces: 7shifts MarginEdge Bill.com QuickBooks reports The shared Google Sheet That one group text with Danny

What Helm does for owners

Every feature is built around a simple question: what should the owner know right now, and what should they be able to do about it in one click?

Managers

Oversee every manager from one screen

Assign ownership of kitchen, bar, and front-of-house. Every metric that matters to their role rolls up to you in real time — food cost, bar pour cost, labor ratio, guest satisfaction, no-shows. When something's off, you see it before they do.

  • Per-manager scorecards with target vs. actual
  • Automatic alerts on drift: waste, overtime, voids, comps
  • 1:1 notes, reviews, and goals tracked alongside metrics
DK
Danny K. — Kitchen
week of Apr 13
Food cost32.1%
Waste+18%
Voids2
Labor24.7%
MP
Maria P. — Bar
week of Apr 13
Pour cost19.4%
Comps$214
No-shows1
Tips$3,412
Inventory

Par values, counts, and waste — without the clipboards

Set par values by item, location, and day of week. Managers count on their phone, Helm reconciles against your POS sales, and waste gets logged with a photo in five seconds. You see shrinkage trends across your whole operation in a single chart.

  • Theoretical vs. actual usage, updated nightly
  • Smart reorder suggestions by vendor, cutoff-aware
  • Waste by station, by shift, by manager on duty
ItemOn handParStatus
Chicken thighs12 lb30 Order
Whole milk8 gal12 Low
Butter, unsalted22 lb20 OK
Olive oil, EVOO3 ca4 Low
Kosher salt18 lb10 OK
Scheduling

Schedules that start with your actual forecast

Helm builds each week's draft from your forecasted covers and labor target, not last week's copy-paste. Your managers edit inside their own view; you approve from yours. Staff see shifts and swap in the app.

  • Labor-ratio guardrails per shift
  • Certifications, break law, and minor rules enforced
  • No-show and late-arrival history surfaced on the schedule
Mon
Tue
Wed
Thu
Fri
Sat
Sun

Forecasted covers · Week of Apr 13

Cashflow

A cashflow sheet that forecasts itself

Connect your bank in two clicks. Helm projects your next 30, 60, and 90 days from your real deposit patterns, your upcoming bills, your payroll runs, and your seasonal history. Owners who've never modeled cashflow in their lives suddenly can.

  • Plaid bank sync — balances and transactions update hourly
  • Projected low-water mark with drill-down to the cause
  • "What if I push the rent 3 days" scenarios, one toggle
Projected balance · Apr 20
$38,204
30d 60d 90d
Projected Low-water target
Bills

Every bill lands in one inbox

Forward vendor bills — or have them sent directly — to bills@yours.helm.app. Helm extracts the line items, matches them to your vendors and GL codes, and drops the total straight onto your cashflow forecast. Approve pay dates with one click.

  • PDF, image, and EDI invoice parsing
  • Duplicate detection across vendors and locations
  • Bank-synced payment status — no more "did this get paid?"
bills@yours.helm.app
Sysco
$3,240.12
Due May 1
Scheduled
Con Edison
$1,284.00
Due Apr 23
Review
Southern Glazer's
$2,104.50
Due May 3
Scheduled
Restaurant Depot
$612.18
Paid Apr 14
Paid

Works with what you already use

POSToast · Square · Clover · Aloha
BankPlaid-connected · all major US banks
AccountingQuickBooks Online · Xero
PayrollGusto · ADP · Paychex

Straightforward pricing

One price per location. Every feature on every plan.

Single
$249/mo per location
Up to 3 managers, 1 bank account
  • All metrics, all features
  • Bank sync + cashflow forecast
  • Bills inbox
  • Schedules & shift swaps
  • Email support
Join waitlist
Portfolio
Custom
11+ locations, franchises, investor groups
  • Everything in Group
  • Custom rollups & entities
  • SSO, audit logs, SOC 2 report
  • Dedicated success manager
  • Custom SLAs
Talk to us

Join the waitlist

We're working with a handful of design partners for our first cohort. Tell us about your operation and we'll reach out.

We'll only use this to reach out about Helm.