The Strategic Data Cycle
01
POS Export & Email
Securely send your CSV files from Toast, Square, Clover, or a different POS system to your 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
Receive a comprehensive email containing high-level statistics and data-driven, actionable recommendations designed to reduce overhead or boost ticket size.
The Pilot Advantage
4
During our pilot phase, we analyze four weeks of data. By reviewing your past four weeks data from POS systems like Toast, Square, or Clover, we identify the specific cost centers and revenue leaks that are unique to your operation.
This analysis results in high-impact, actionable recommendations delivered straight to your inbox. This pilot analysis serves as a direct preview of our weekly report, demonstrating exactly how we optimize your margins before you commit.