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AI SaaS Platform · Agency Operations / Marketing · 2025

Helm

An AI-native platform for boutique digital agencies. It unifies proposals, contracts, project management, and client reporting into four integrated apps, with persistent AI agents working quietly in the background.

Helm — overview

An AI-native platform for boutique digital agencies.

We built Helm, an AI-native SaaS platform for boutique digital agencies. It replaces the manual overhead of client reporting, proposals, contracts and project management with four integrated apps: Charts, Brief, Anchor and Deck. Each is powered by AI agents that work in the background, so agencies can focus on the work that actually grows their business.

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Helm Charts

Charts is the client reporting app at the heart of Helm. It connects directly to GA4, Google Search Console, Google Ads, Meta and more, then uses an AI Monitor Agent to surface insights, flag anomalies and generate polished client reports automatically. Agencies running five to thirty retainer clients can replace hours of weekly reporting with a single dashboard, and send every client a professional, data-driven report before the working day begins.

Full case study coming soon.

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