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One View. One Direction. One Helm

Helm AI
Single Intelligence Layer for the Enterprise

Where Helm AI sits

Plug into the tools
your organization already runs on

The intelligence layer

Executives & Teams · Where work happens
WhatsAppSlackMicrosoft TeamsTeamsTelegram
Work from
Helm AI

Helm AI

Single unified intelligence layer

On top of your stack
Sits on top of
Your existing stack · Keeps running as-is
ERPCRMMarketingFinanceHRISTicketingSupportM365PPlaudPPocketHMHelm MeetHNHelm Node

No rip-and-replace · No yet-another-dashboard · One layer executives actually work from

Helm AI
WhatsApp
Slack
Microsoft TeamsTeams
Telegram

Zero friction adoption

The frontend is already on their phones.

No new logins, no training, no change management. Helm AI meets your people where they already work — inside WhatsApp, Slack, Microsoft Teams and Telegram.

Over 305 connectors live today, with new ones shipping every month

Before we deploy

Two blockers. Solved before Helm AI goes live.

Most AI rollouts stall because the foundation is not ready. We fix these two first — then deploy with confidence.

Disconnected Systems

Your data lives in too many places.

Salesforce, Oracle, SAP, Excel and custom tools each hold a different version of the truth — so decisions rely on stale exports and manual reconciliation.

1

Siloed systems & data points

CRM

Salesforce

ERP

Oracle

Finance

SAP

Spreadsheets

Microsoft Excel

Stale exports · manual reconciliation
2

Helm AI connects via API, MCP & RPA

Helm AI

Helm AI Integration Layer

Reach any system · modern or legacy

APINative & REST
MCPAgent-native
RPALegacy & no-API
3

One unified Helm dashboard

Helm AIHelm Command Center
Live

Revenue

RM 2.4M

+12.3%

Operations

94.2%

+4.1%

People

318

+8

Sales pipeline

Inventory health

How Helm clears it

API, MCP and RPA connectors reach any system — modern or legacy — and unify them into a single Helm dashboard. One place to ask. One place to act.

Unstructured & Physical Data

Half your knowledge is still on paper.

Invoices, delivery orders, forms and signed contracts are not searchable or machine-readable — so those processes cannot be automated.

1

From — paper, scans & photos

PDF

Scanned invoice.pdf

Photo

Delivery order (photo)

Form

Handwritten form

Contract

Vendor contract.pdf

Not searchable · not machine-readable
2

Helm does the grunt work

Helm AI

Helm AI Document Engine

Digitise · classify · validate

In-house data analyst

Maps fields & rules

Helm AI OCR

Reads scans, photos, paper

AI analyst

Validates & reconciles

3

To — live structured data

Queryable Records
Live
INV-10428Sunway TradingRM 18,400Validated
INV-10429Petra LogisticsRM 6,120Validated
DO-88213KLB Suppliers42 unitsMatched
How Helm clears it

Our in-house data analysts, Helm AI OCR and the built-in AI analyst digitise, classify and validate every document — no retyping, no spreadsheet archaeology.

Helm AI — Enterprise Data Map

Your proof of unified and structured data.

Helm AI

HELM AI

Unified Intelligence Layer

Live sync

FINANCE

RM48.2M

Revenue

SAP→
SQL→
Excel→
Live sync

OPERATIONS

87 Outlets

Active network

POS→
WMS→
IoT→
Live sync

SALES

RM32.4M

Pipeline

CRM→
Shopify→
Salesforce→
✕

Cross-Function Intelligence

Margin ↓ 1.8%

Root cause surfaced across Finance, Ops & Sales

Material ↑

Procurement

Wastage ↑

Operations

Discount ↑

Sales

Previously, your Finance system knows Finance. Your HR system knows HR. Your POS knows sales. Your WMS knows inventory. But none of them understands the whole organisation.

With Helm AI, we don’t need every system to talk to every other system. They connect into Helm. Helm becomes the unified intelligence layer across the organisation.

How Helm AI works

End to end. From data to done.

  1. Consolidate

    Step 1

  2. Insights

    Step 2

  3. Recommend

    Step 3

  4. Delegate

    Step 4

  5. Execute

    Step 5

  6. Follow up

    Step 6

  7. Report

    Step 7

  8. Monitor

    Step 8

Step 1 · Consolidate

All your data — internal & external — pulled into one source of truth.

Always running in the background

Agentic Workflows

While tasks move through each step above, specialized AI agents run continuously in the background — supporting your business and employees without interruption.

Always On

The CEO experience

Not another dashboard. An AI that tells you what to do next.

Ask once — get the dashboard, the report or the answer. And when it matters, Helm AI reaches out first, on WhatsApp.

01 · Your in-house business analyst

A sparring partner that knows your numbers cold.

Pressure-test decisions, stress-test scenarios, interrogate the P&L — Helm AI is the digital twin of your best analyst, on call 24/7.

9:41●●●●5G
h
Helm AI
online
TUESDAY · 06:48
Gross margin dropped 380bps QoQ. Why — and is it structural?
6:48
Decomposed the 380bps. It's not one thing:
•−210bps input cost — resin +14%, freight +9%
•−110bps mix shift — SKU-B (28% GM) grew faster than SKU-A (41%)
•−60bps discounting — East region ran 3 unapproved promos
Input costs = cyclical. Mix + discounting = structural if left alone.
6:48
If I lift SKU-A price 4%, what breaks?
6:49
Ran the elasticity model on 26 months of order data:
→Volume dips ~2.1% (elasticity −0.53)
→Net revenue +1.7%, GM +160bps
⚠Top-3 accounts (37% of SKU-A) have MFN clauses — renegotiate first
Want me to model a phased 2% + 2% instead? Lower churn risk.
6:49
Do it. Also — am I overpaying anyone vs market?
6:50
Benchmarked 142 roles against market bands:
•9 roles above P75 — RM 1.14M/yr uplift
•4 of 9 are flight-risk high-performers → keep
•5 of 9 are quiet-quitters (perf ≤3, engagement ≤5) → review
Honest read: you're not overpaying talent — you're overpaying tenure.
6:50
Push back on me — what am I missing?
6:51
Three things worth challenging:
1.You've compounded working capital 22% YoY to fund growth — cash conversion is degrading. Growth is expensive right now.
2.Your top-5 customers = 61% of revenue. One left last quarter and no one flagged it in the board pack.
3.CAPEX approvals are averaging 47 days. You're losing deals because of your own process.
Want me to build the board narrative around these three, not the margin story?
6:51
Message

02 · Prompt in · asset out

One prompt. Any C-level artefact.

Tap the preview to open the full asset.

9:41●●●●5G
h
Helm AI
online
TODAY
Create a CEO Dashboard.
8:22
On it — pulling from Finance, Ops & HR now…
8:22
PDF
CEO-Dashboard-Oct.pdf
1 pages · 248 KB · PDF
Tap to open8:22
Message

03 · Helm AI reaches out first

Proactive alerts. Recommended actions. Delegated on WhatsApp.

Approve, snooze or delegate — all inside WhatsApp.

9:41●●●●5G
h
Helm AI
online
TODAY
PROACTIVE ALERT
Cash runway just dropped to 18 days ⚠️
Why:
•3 receivables slipped past 60 days
•RM 2.4M unbilled work in Ops
8:41
Recommended next actions:
1.
Chase invoices #4821, #4830, #4855 → Finance · Ali
2.
Release October backlog billing → Ops · Priya
3.
Delay non-critical CAPEX by 2 weeks → CFO · Marcus
Reply 1, 2, 3 to approve individually — or ALL to delegate everything.
8:41
1 and 2 ✅ — hold 3 for tomorrow.
8:42
Delegated #1 to Ali (Finance)
Delegated #2 to Priya (Ops)
⏸ #3 snoozed — I'll re-check with CFO tomorrow 9am.
Tracking to done — you'll be pinged if anything slips.
8:42
Want me to draft the follow-up actions and keep the conversation going with Ali & Priya on your behalf?
I'll chase updates, escalate blockers, and only ping you when a decision is needed.
Reply YES to auto-drive · EDIT to review first · STOP to hold.
8:43
YES — keep me posted.
8:43
Drafted follow-ups sent to Ali & Priya
I'll continue the thread, track replies, and summarise progress here at 5pm.
8:43
Message

Proven impact · CEO experience

Less reporting. More deciding.

Helm AI turns the CEO's phone into a command centre — answers, board packs and actions arrive before the question is asked.

01

~10 hrs/wk

Executive time reclaimed

from chasing reports and building board packs

02

100%

One source of truth

every decision grounded in live, unified data

03

0 clicks

Approve or delegate

inside WhatsApp — no dashboards to open

WORKFLOW GENERATOR · NO CODE

Describe the work. Helm AI builds the workflow.

Plain language in, running workflow out. No builders, no scripts, no developer queue — and you can cap AI token budgets per department.
Just examples — we tailor any workflow or process to you

SELECT AN INDUSTRY TO REVEAL ITS MODULES

Proven impact

One intelligence. Measurable outcomes across every function.

These are representative results from Helm AI deployments — not every client sees every number, but every number is tied to a real workflow we run.

01

~50%

lower cost to run & acquire

Half the cost. Same output.

Agentic workflows replace repetitive back-office effort while AI-driven outbound and support cut cost-per-lead and cost-per-ticket.

~50%

lower back-office run cost

60%

lower cost per lead

$0.62

vs $7.40 cost per support ticket

02

100%

coverage across tasks & leads

Micromanagement at scale.

Every task, project, lead and conversation is tracked — with proactive follow-ups before anything slips.

100%

task & owner visibility

100%

lead coverage

<1 min

customer response

03

Minutes

from question to decision

Instant decisions.

Ask in plain language. Get the dashboard, report or recommended next step immediately — no more waiting for week-end packs.

<5 min

to generate any report

seconds

prompt to board pack

24/7

real-time availability

Typical payback period for a mid-market deployment

6–12 weeks

Verified against actual client numbers

Most clients see measurable hours saved within the first month. Full margin impact is usually visible by the end of quarter one.

Proven Case Studies

Real deployments. Real before-and-after numbers.

Representative outcomes from Helm AI clients.

Financial control

Group financial console, 9 subsidiaries

Ledgers connected, intercompany balances auto-reconciled, one live console from group to transaction.

Before→After
Month-end close14 days
After Helm AI3 days
Recon errors / month12
After Helm AI1
Variance caught early60%
After Helm AI98%
Cybersec & IT operations

All hardware and software, one dashboard

Every telemetry stream normalized, alerts in real time, remediation tasks assigned and escalated automatically.

Before→After
Monitoring surface12 dashboards
After Helm AI1 console
Critical detection72 hours
After Helm AI5 min
Alert to task4 hours
After Helm AI30 sec
Sales & cost control

Daily sales recon across 200+ outlets

Sales, stock and invoices pulled automatically, reconciled the same evening, weekly COGS by outlet and category.

Before→After
Daily reconciliation3 days
After Helm AI4 hours
Outlet coverage80%
After Helm AI100%
COGS variance8%
After Helm AI1%

The Helm AI ecosystem

One core. Four accelerators.

Helm AI is the platform everything runs on. Hardware, transformation, training and tailored builds orbit around it — each with a distinct role, delivered by one accountable team.

Helm Edge

Enterprise AI Hardware

Helm Meet in the room and Helm Node on the desk — voice-first capture, delegation and follow-up at the source.

Explore Helm Edge

Helm AI

Enterprise AI Software Platform

The operating layer — internal and external workflows, dashboards and agents across every department.

You are here

Helm Shift

AI Transformation & Change Management

Readiness assessment, strategy, process redesign, governance and change management — transforming the organisation.

Explore Helm Shift

Helm Academy

AI Training & Education

Executive, leadership, department and certification programmes — transforming the people. HRD Corp claimable options available.

Explore Helm Academy

Helm Labs

Tailored SaaS & Software Studio

Your own websites, e-commerce, apps and web platforms — built fast and AI-powered with Helm AI from day one.

Explore Helm Labs

Architecture · data sovereignty

Built around your security perimeter

Your apps, databases and core systems stay inside your perimeter. A masking gateway tokenises PII before anything reaches Helm AI's orchestration and frontier LLMs, and re-hydrates the response on the way back — so raw client data never leaves your control.

Architecture diagram

Masking gateway · stateless processing · zero retention
Your perimeter
Inside your organisation
Users
WA · Web · Email
Helm AI App
Your tenant
Core systems
Read-only
Operational apps
Line of business
Operational DB
Encrypted at rest
Results land here
Gateway
Masking Gateway
PII tokenised
On send
Re-hydrated
On return
TLS 1.3 · audit
Helm AI Cloud
Processing Layer
AI Models
Reasoning · Agentic
Compute
GPU · Scaling
Orchestration
RBAC · Audit
Stateless
No retention
Helm AI Infra
Tenant isolation · Scaling
Data sovereignty
PDPA-aligned
↓ Request↑ Result
Client side. App, DB and core systems stay inside the perimeter.
Gateway. Masks outbound, re-hydrates on return, full audit.
Helm AI cloud. Stateless processing only. No raw PII received, no client data stored or retained.

Open standards · zero lock-in

No lock-in. Ever.

We deliberately build on public industry standards instead of private formats. Your data stays in your systems, and the work stays yours.

Your database, your server

Data sits in your own environment — on-prem or your private cloud. Helm AI reads and writes; it never becomes the system of record.

Open, public standards

Standard SQL, REST/OpenAPI, MCP, webhooks and open file formats. No proprietary schema, no encrypted black-box store.

You own the workflows

Every workflow, prompt, rule and integration is exportable in readable form. What we build with you belongs to you.

Leave whenever you want

No exit fee, no data ransom. Turn Helm AI off and your data, history and workflow definitions remain intact and usable.

Standards we build on

PostgreSQL / SQLREST + OpenAPIMCPWebhooksOAuth 2.0 / OIDCSAMLCSV / Parquet / JSONSFTPiCalSCIM

Available connection methods

Three ways to connect. Complementary, not competing.

API as the base, MCP to multiply reach, and RPA only where no API exists. Every connection is governed, audited and scoped to what Helm AI is allowed to touch.

Low effort

API

Direct integration

Direct calls to a system's published interface. Helm AI registers each operation as an agent tool, handles auth (OAuth or API key), pagination and errors — then calls them in chat or inside an automation.

Best for

Systems that expose an API (yours or a partner's)

Lowest maintenance and strongest security of the three.

Medium effort

MCP

Standard tool layer

An open standard for auto-discovering tools from servers. Helm AI adds an MCP client that connects to the servers you need and exposes their tools the same way as our existing ones — auth via OAuth 2.1, each server enforcing its own permissions.

Best for

Reaching many tools through one common layer

One client = reach into a large, growing ecosystem with little work per connection.

Med–high effort

RPA

UI automation

Bots that operate a system through its user interface — for systems with no API at all. Helm AI wraps an RPA platform as a single agent tool (Power Automate, UiPath or Skyvern) to drive legacy ERP, desktop apps and portals.

Best for

Legacy / desktop / portals with no API

Used only where no API exists. More brittle, so reserved for high-value repetitive processes.

305+ connectors live today— new ones shipping every month.

Security & compliance

Enterprise-grade,
certified, and auditable

Core controls — data residency, encryption and audit logging — are already in place. Formal certifications are an ongoing application across the standards your security and risk teams care about.

In place

Data residency you control

Deploy in your region; data never leaves the perimeter you set.

In place

Encryption everywhere

AES-256 at rest, TLS 1.3 in transit, customer-managed keys available.

In place

Audit-ready by default

Every recommendation, action and approval is logged and exportable.

Certifications & frameworks

Ongoing application
PDPA

PDPA

Personal Data Protection Act

In place
Audit Ready

Audit Ready

Immutable trail

In place
ISO 27001

ISO 27001

Information security

Applying
SOC 2 Type II

SOC 2 Type II

Security · availability

Applying
GDPR

GDPR

For EU customers

Applying

Ready to run as one Helm?

Helm doesn’t just unify your data. It unifies your organisation’s ability to see, understand and act on that data.

See how Helm fits your business in a 30-minute walkthrough.