Learn Helu fast
with our Knowledge Base
Efficiently elevate your financial management with our growing list of short tutorials.
Easy financial planning. For your business.
Plan your growth with Helu! Easy financial planning without any fuss. Completely collaborative wherever you are. Upload, edit and create forecasts, reportings, business data, DATEV integration, KPIs, pivot tables, and budgets remotely.
Effortless controlling and financial planning - the demo
Learn how you can add your business to Helu, import DATEV data, and create custom reports (such as income statements, balance sheets, cash flow & liquidity monitor) to simplify your financial planning and controlling.
Our Highlights
Cost center analysis made simple
What if you didn’t have to dig through spreadsheets to understand your costs? Analyze all cost centers in one place and immediately see where action is needed.
Plan vs actual comparisons at a glance
Connect planning and actuals in one view. Gain full transparency on your financial performance, quickly spot deviations, and take action in real time.
Planning & budgeting in one place
Plan your financial future in one unified view. Create flexible scenarios, manage budgets with ease, and bring your plan values directly into your reports.
Data Blocks for customized KPIs
Data blocks power all reports and planning in Helu. Create a customized data structure once and use it flexibly across all analyses.
How Helu
works
Cost center analysis
In this video, you'll learn how to analyze your financials by cost center and quickly see where action is needed.
Plan vs actual comparisons
In this video, you'll learn how to compare plan and actuals, spot deviations early, and take action faster.
Planning overview
In this video, you'll learn how to create financial plans, build scenarios, manage budgets, and use your plan values in reports.
Create a budget using an existing widget
In this video, we'll show you how to create a budget using an existing widget and reuse your data for planning.
Create Data Blocks
In this video, we'll show you how to create data blocks and use them as the foundation for your reports, planning and all other features in Helu.
Calculations | Percentage & ratio KPIs
In this video, we'll show you how to create percentage and ratio KPIs to enrich your analyses and gain deeper financial insights.
Calculations | Aggregation
In this video, you'll learn how to aggregate data to create meaningful calculations and gain clearer insights.
Calculations | Time offset
In this video, you'll learn how to use time offsets to move values across periods and analyze trends.
Access invoices
In this video you'll learn how to access invoices, navigate through them, and quickly find the information you need.
