Helmies
Features

Twelve surfaces. One tenant.

Helmies replaces 6+ SaaS tools and the spreadsheets in between. Click any pillar for the deep breakdown — every screen below is the real product surface with demo data.

Project management

AI-aware projects, kanban, gantt.

Every project is its own workspace with tabs: Overview, Tasks (kanban + list), Milestones, Files (encrypted, scoped), Notes, Profit. The agent reads all of it when you ask it anything about that project.

  • Kanban + list
    Drag tasks across Backlog → In progress → Review → Done. Filter by assignee.
  • Milestones
    Date-anchored, % complete, shown on the project + portal.
  • Files
    Per-project, with public/private flag for customer portal access.
  • Profit panel
    Hours × rate, ad spend, materials — live margin per project.
  • Comments + @mentions
    Real-time, with email + push notifications.
  • Time → invoice
    One click bills any project from billable time.

ACME · Spring rebrand

€18,400 budget · due 14 Jun · 67% complete

Overview
Tasks
Milestones
Files
Profit
Hours logged
42h
this week
Burn rate
€620
/ day
Margin
48%
↑ 6%
All calendars in one place

Google. Apple. Microsoft. One grid.

Two-way OAuth sync. Drag to reschedule. Color-coded per source. The agent can find slots in everyone's calendars and book on your behalf.

  • Two-way sync
    Pulls events, pushes changes. Conflict-aware.
  • Color per source
    Helmies, Google, Apple, Microsoft — instantly visible.
  • Agent slot-finder
    Tell the agent the meeting type; it finds an open slot.
  • Free/busy export
    Calendly-compatible link for cold leads.
  • Recurring + RRULE
    Full iCal RRULE support.
  • Reminders
    Email + push + Slack + SMS via Twilio.

May 2026

Google · Apple · Microsoft · Helmies — one grid

HelmiesGoogleAppleMicrosoft
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Quotes → invoices → taxes

Get paid without leaving Helmies.

Build a quote from a project, send by email, customer e-signs, you convert it to an invoice with one click. VAT, reverse-charge, OSS, Finnish e-invoicing (Verkkolasku) — all handled.

  • Quote builder
    Hours × rate, materials, custom lines. AI drafts in your tone.
  • E-sign
    Customer signs in the portal. Stored as PDF.
  • Invoice
    Auto-generated from accepted quote or billable time.
  • VAT engine
    Finnish 25.5% default, reverse-charge B2B, OSS for EU consumers.
  • Reminders
    Polite dunning on day 7, 14, 30. Agent rewrites copy.
  • Vero (FI)
    Auto-prepare VAT period filings; you confirm, we file.

Invoices

14 invoices · €23,940 · Finnish VAT 25.5%

NumberCustomerAmountStatusDue
INV-2026-014ACME Oy€4,250sentdue 28 May
INV-2026-013Stark Industries€8,100paid—
INV-2026-012Polaris Audio€1,920overdue5 days
INV-2026-011Maja Studio€3,400draft—
INV-2026-010Kotka Legal€2,150sentdue 12 Jun
● Finnish VAT 25.5% · reverse charge for EU B2B · OSS · Vero auto-prepare/admin/taxes
Banking + accounting + payroll

Money in, money out, books closed.

Connect Revolut Business + your IBAN. The agent categorises every transaction, writes the journal entry, reconciles bank ↔ invoice. Payroll runs on a schedule.

  • Bank feed
    Revolut Business, OP, Nordea (via Tink/Salt Edge).
  • Auto-categorise
    Agent matches each line to a chart-of-accounts code.
  • Reconciliation
    Matches incoming payments to open invoices.
  • Payroll
    Per-employee rate, PAYE, social, payslip PDFs.
  • Expenses
    Photo receipts → OCR → expense → reimburse.
  • P&L · cashflow
    Live, with weekly/monthly/quarterly cuts.

Finance

Banking · payroll · taxes — one screen

Cash on hand

€42,180
+€8.2k MTD
Revolut
€28,420
OP Bank
€13,760

Margin · by client

ACME Oy62%
Polaris50%
Stark42%
Borealis37%
Maja27%

Next payroll · 14 May

€11,420 · 4 employees · VAT period due 12 Jun
AI marketing

Apollo, ads, posts, sequences — in your voice.

Prospect with Apollo, enrich, sequence in 4-step nurture flows. Manage Meta + Google + LinkedIn ads from one panel with auto-pause rules. The brief generator drops a 4-week plan in your inbox every Monday.

  • Apollo prospecting
    ICP filter → enrich → push to pipeline.
  • Sequences
    Multi-step nurture, pause-on-reply, A/B subject.
  • Ad orchestration
    Meta + Google + LinkedIn, budget caps, CTR rules.
  • Social calendar
    Auto-generated posts in your colors, queued.
  • Brand voice
    Persona, banned-words, voice tone — re-used everywhere.
  • 4-week brief
    Approve to ship. Trends + GA4 + competitor crawl in.

Marketing

Apollo prospecting · Meta + Google + LinkedIn ads · agent on

agent on
New24
Qualified13
Demo8
Won4

Sequence · Helsinki Designers Q2

Day 0
Cold intro
42% open
Day 3
Case study
29% open
Day 8
Soft ask
20% open
Day 14
Final
10% open
AI agents (Hermes + OpenClaw)

A team of agents — scoped to your tenant.

Three first-party agents share the same tool registry and memory. Helmies-agent for ops + marketing, Hermes for voice + autonomous, OpenClaw for code. Bring your own via MCP.

  • Helmies-agent
    80+ tools across every entity. Picks the right model.
  • Hermes
    Phone calls + voice commands + autonomous loops.
  • OpenClaw
    Code agent for your repos. Opens PRs against your branch.
  • MCP support
    Bring your own Notion, Figma, Linear, GitHub etc agents.
  • Three autonomy modes
    Assistive, Supervised, Autonomous.
  • Audit log
    Every tool call recorded, exportable as JSONL.

helmies-agent · supervised

Sonnet 4.6 · 142 tokens · €0.011

supervised
W
Wael · just now
Plan next 2 weeks of social posts. Spring colours, no buzzwords.
helmies-agent
brand.read…
trends.scan…
content.draft…
social.queue…
Terminal · CLI · SSH

A real terminal. In your browser.

Backed by ttyd + tmux. Open panes, SSH to your servers, drop into Claude Code or OpenClaw, ship features without leaving the dashboard. Sessions persist across reloads.

  • Persistent tmux
    Reload doesn't kill your session.
  • Layouts
    Single, split, 2×2 grid, main+side. Saved per user.
  • SSH key vault
    Encrypted at rest, AES-GCM master key.
  • Claude Code-ready
    One command from the prompt to spin up an agent.
  • File browser
    Drop files into pane via drag-and-drop.
  • Cmd palette
    ⌘K to switch panes, new tab, save layout.

Terminal · ssh helmies@deploy

ttyd + tmux · pane 1 · Claude Code

connected
›
SQL editor

Tenant-scoped SQL, RLS-safe.

Read-only by default. Tenant-scoped by RLS so you can never see another tenant's data. Save queries, schedule them, export to CSV.

  • Read-only
    Toggle to Write if you have permissions.
  • RLS-enforced
    Default-deny per tenant_id at the DB layer.
  • Saved queries
    Personal + tenant-wide library.
  • Schedules
    Run every Monday 06:00, deliver to /admin/reports.
  • CSV / JSON export
    With one click.
  • Auto-complete
    Schema-aware, suggestion popovers.

SQL editor

tenant · helmies-oy · RLS enforced

query_top_5_paying_customers.sqlread-only · safe
select customer_id, sum(amount_cents)/100 as total_eur
from invoices
where status = 'paid'
and paid_at >= '2026-01-01'
group by customer_id
order by total_eur desc limit 5;
Results · 0 rows · 18ms
customer_idtotal_eur
Quote builder

Get a quote out in 2 minutes.

From hours + materials + ad spend, with AI line generation that matches your tone. E-signed in the customer portal. One click to invoice when accepted.

  • AI line generator
    Suggests lines from project scope + similar past quotes.
  • Per-line VAT
    Override the default VAT per line.
  • E-sign
    Customer signs inside their portal.
  • Templates
    Reusable per service line.
  • Conversion tracking
    Quote → invoice → paid funnel.
  • Public quote link
    Send a signed URL — no portal account needed.

New quote · ACME Oy

Valid until 14 Jun · drafted by agent

Customer
ACME Oy
Valid until
14 Jun 2026
LineHoursRateTotal
… agent drafting next line
Summary
Subtotal€0
VAT 25.5%€0
Total€0
Agent draft · 92% style match
Multi-model router

Right model. Right tool. Right cost.

Opus + Sonnet + Haiku + GPT-5.5 + Gemini + Llama + fal.ai. We pick by tool — your token budget lasts longer. You see the margin per model in /admin/usage.

  • Anthropic
    Opus 4.7 · Sonnet 4.6 · Haiku 4.5.
  • OpenAI
    GPT-5.5 backup for RAG over big docs.
  • Google
    Gemini 2.5 Pro for multimodal.
  • Groq
    Llama 3.3 70B fallback (ultra-fast cheap).
  • fal.ai · Replicate
    Image generation: flux, SDXL, in your brand palette.
  • Bring-your-own
    Plug your own keys; we'll bill through them on Scale+.

Model router

Auto-pick by tool · token meter visible

anthropic
Opus 4.7 (1M)
Hard reasoning, code, long context
$$
28%
on
anthropic
Sonnet 4.6
Default writer + sequence drafts
$
55%
on
anthropic
Haiku 4.5
Batch classify, triage, low-stakes
¢
13%
on
openai
GPT-5.5
Backup for RAG over big docs
$$
5%
on
google
Gemini 2.5 Pro
Multimodal · image understanding
$
4%
on
fal.ai
flux-dev
Image generation for social
¢
3%
on
groq
Llama 3.3 70B
Ultra-fast cheap fallback
¢
1%
off
Analytics

Web + product + ads, one funnel.

Native event tracker + GA4 + PostHog roll-up. Cohorts, retention, heatmaps. Attribution back to ad spend, by UTM, by channel, by week.

  • Sessions + sources
    Web + mobile + product.
  • Funnel + cohort
    End-to-end conversion view.
  • Heatmap
    Click + scroll, per page.
  • GA4 + PostHog
    Live + historical roll-up.
  • Attribution
    UTM-tagged, joined with Stripe.
  • Agent insights
    Auto-summary every Monday.

Analytics

GA4 + Plausible + product events · one funnel

Sessions · last 30 days

+34% vs prev 30 days

Top sources

Google64%
LinkedIn22%
X9%
Direct5%
Bounce
38%
-6%
Conversion
4.2%
+0.8%
Live now
28
real-time
Today / dashboard

Glanceable overview for the owner.

Revenue · open invoices · agent inbox · upcoming · profit chart — one screen. Sparkline KPIs, customizable widgets, weekly digest.

  • KPI cards
    Revenue MTD, leads, invoices, agent ok %.
  • Profit chart
    14-week trend, animated.
  • Agent inbox
    Drafts waiting on you, sorted by priority.
  • Activity feed
    All tenant events, agent-readable.
  • Cmd+K
    Two keystrokes to any surface.
  • Mobile-first
    Owner mode on the phone.

Today

Tuesday, 13 May

ACME · Spring rebrand

Logo round 2 · 2h 14m 0s

Profit · 14 weeks

MTD: €18,420+12%

Agent inbox

Reissue contract — Stark Industries
in progressWael
Q3 ad review · Meta
agent draftAI
Salary run · 14 May
readyHermes
Revenue · MTD
€18,420
+12%
Active leads
214
+8
Open invoices
€4,210
3 due
Agent runs
142
98% ok

Want to see the agent and pipeline talk to each other?