Your POS Data Turned into Actionable Insights
We transform POS exports from Toast, Square, Clover, and any other POS system into simplified, actionable intelligence. Every week, Helm Copilot delivers specific data-driven recommendations designed to optimize your margins and recapture lost revenue without manual data entry.
The Helm Copilot Process
01
POS Export & Email
Securely send your CSV files from Toast, Square, Clover, or a different POS system to the Helm email address.
02
Analysis
We analyze your data to identify specific cost leaks and margin growth opportunities tailored to your operations.
03
Weekly Insight Brief
You receive a comprehensive email containing high-level statistics and data-driven, actionable recommendations designed to improve margins.
The Pilot Advantage
4
During our pilot phase, we analyze four weeks of data. By reviewing your past four weeks data from POS systems, we identify the specific cost centers and revenue leaks that are unique to your operation.
This analysis results in actionable recommendations delivered straight to your inbox. This pilot analysis serves as a preview of our weekly report, demonstrating exactly how we optimize your margins before you commit.
Weeks of DATA
PILOT ANALYSIS INQUIRY
The Visionaries Behind Helm
Matt Stapleton
Co-Founder
Sarah King
Co-Founder