Smart Helu 2.0
Agentic FP&A

Your controlling now thinks ahead.

Smart Helu 2.0 automatically analyzes variances, identifies the key drivers behind them, and explains every change down to the individual transaction.Forecasts, scenarios, and answers to your financial questions are generated in seconds.

Smart Helu financial dashboard preview

Less reporting. More control.

50%

less reporting time

Reports build themselves – from live data.

5.

not the 15th

Month-end close

Ready to decide ten days earlier.

100%

GDPR compliant

Via the certified DATEV interface.

1 click

to the single booking

From the balance sheet straight to the receipt.

Seamlessly connected to your tools

DATEV, CRM, HR and ERP – all data in one view, no manual exports.

Helu prepares your financial data

so AI can actually understand your business.

We don't just feed raw accounting data into an AI agent. We enrich and contextualize it first – with the semantic layers, metrics system and FP&A logic we've built over the years on top of DATEV and other data sources. So Helu understands account structures, cost centers, KPIs, management metrics, scenarios and your company-specific logic before the AI starts reasoning.

Generic AI tools

No finance context

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Has to guess the meaning: accounts, cost centers and how they relate.

No context on chart of accounts, cost centers, plan and entities.

Doesn't know your definitions: mappings, KPI logic, management metrics.

Different answers to the same question.

helu

AI in Smart Helu

With your context

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Semantic Layer: the AI knows what every number means – up front.

Structured financial data, continuously synchronized.

Company-specific mappings and calculation logic.

Predefined & custom KPIs and metrics.

A governed data layer different AI agents use consistently.

Consistent context across reporting, planning and analysis.

CONTEXT FROM YOUR TOOLS

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From FP&A that reports to FP&A that acts.

Traditional FP&A looks back. Helu 2.0 works with you: an AI agent monitors your numbers around the clock, spots variances, explains their causes and suggests next steps – before anyone asks.

YESTERDAY

Excel FP&A · manual, backward-looking

TODAY

Digital FP&A · automated

WITH SMART HELU 2.0

Agentic FP&A · autonomous, forward-looking

No more month-end marathons.

What costs finance teams days today, Helu 2.0 handles in the background.

Month-end close compared

Day 1 → 31

Without Helu

Closed on the 15th

With Helu 2.0

on the 5th

Without Helu

× Excel chaos: dozens of versions, manual exports, copy-paste errors.

× Outdated data: decisions based on last month.

× Close on the 15th: two weeks flying blind every month.

× Hunting for variances: hours of clicking through ledgers.

× Gut-feeling forecasts: one scenario, once a quarter.

× Manual consolidation: a separate file for every entity.

With Helu 2.0

Agentic FP&A

✓ One source of truth: all numbers live from DATEV, central and versioned.

✓ Real-time data: every new booking is instantly in the report.

✓ Close on the 5th: steer ten days earlier instead of searching.

✓ AI analyses: variances are detected and explained automatically.

✓ Scenarios on demand: best, base and worst case – anytime.

✓ Real-time consolidation: all entities in one view.

Your financial data. In safe hands.

Financial data is the most sensitive data a company has. That's why security at Helu isn't a feature but the foundation – built to the standards the DACH finance sector expects.

More on data security

100% GDPR compliant

Transparent data processing under European data protection law

Hosted in Frankfurt, Germany

Your data is hosted on AWS in Frankfurt (eu-central-1), in ISO/IEC 27001-certified data centers.

Encrypted data transfer

All data is transmitted over encrypted connections (HTTPS/TLS, SSH with 4096-bit RSA keys).

Certified DATEV interface

Official DATEV Marketplace interface partner – always complete and automatically up to date.