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
Create a company and upload actual values
What if you didn't need 100 different spreadsheets for the financial planning and controlling of 5, 10, 20, ... companies, you wouldn't need 100 different spreadsheets, but just one tool?
Drill down to individual booking level
Simply take a close look at cost centers down to the individual posting level in controlling, without having to rely on accounting or the tax consultant? That's possible!
Target and actual comparisons
Compare your target and actual values in dynamic tables, with real data from your accounting. Budgeting made easy!
Upload budget and plan values to Helu
Use our budget templates to compare your current numbers to the budget you and your team have developed.
How Helu
works
Inviting new users
In this video, you'll learn how to add new users to your Helu account, assign them to groups and companies, and manage their roles.
Uploading operational business data
In this video, you'll learn how to upload your individual business data to Helu and use it for your reports.
Standard reports and ideas for useful reports
In this video, we'll show you which reports are created for you directly after uploading your DATEV data.
Defining and using dashboards and KPIs
We'll show you how to define individual KPIs from single rows of your reports and display them as graphs in your dashboard.
Editing budgets, plan values and forecasts
In this video, we'll show you how to add your budgets and plan values to your reports and use them for your forecasting.
Generating, assembling and saving pivot tables
In this video, we'll show you how to create pivot tables from your standard reports in Helu, customize them and save them for later use.
Working with cost centers and evaluating them
In this video, you'll learn about the possibilities Helu offers for working with your cost centers, filtering and evaluating them.
Retrieving information about your debtors and creditors
Do you want to learn more about your debtors and creditors? In this video, you'll learn how to get the insight you need with Helu.
Filtering and compiling reports by cost centers
In this video you'll learn two ways to filter and compile your reports by cost centers.
Adding new accounts to your reports
We'll show you how to add your new account to your existing reports.
Set up your DATEV connection
Unleash the full potential of automated reporting by easily synchronising your Helu and DATEV data.
Duplicate reports for your teams and filter them by cost centre
We'll show you how to quickly set up team-specific reports in Helu.
Create a consolidation report
You want to compare the performance of your companies in a single report? You'll learn how to set up a consolidation report in Helu, as well as how to compile various useful reports.
