For CFOs · Defensible record
A decision record your auditor will actually thank you for.
Helm Office gives the finance office an institutional memory it has never had: every decision, every rationale, every approval — captured, timestamped, exportable.
The shift
From firefight to operating rhythm.
Two columns. Left: the day the role runs today. Right: the day Helm Office runs for the role.
Finance reality
Drag- Board pack rebuilt from scratch every quarter, prior context buried in old slides.
- Investor replies drafted four times across three threads before going out.
- Audit asks recreate decision rationale months after the fact.
- Material decisions made over coffee, never written down anywhere defensible.
- Confidential conversations live in inboxes anyone with admin access can read.
Finance on Helm
Cadence- Atlas pulls prior decisions, open commitments, and history into every board pack draft.
- Signal drafts investor and board replies in your voice — every send queues for your review.
- Verdict captures rationale at the moment of the decision, not three months later.
- Confidential memory is tenant-isolated, role-scoped, never used for shared training.
- Audit exports run in minutes — actor, timestamp, payload, on demand.
Sample artifact
A board update, prepared and waiting for approval.
Signal drafts the update; Atlas attaches the rationale and the linked decisions. Nothing leaves the office until the CFO approves.
Board update — Q3 reforecast (draft)
Signal · awaiting CFO approvalProposed message
Rationale on file
Audit preview
Closing recommendation
The CFO stack
Modules the finance office runs on.
A short list, not the full catalog. The modules this role will actually open every day.
Atlas
Institutional memory: decisions, prior communications, relationships, board history — searchable.
Verdict
Immutable decision log. Rationale captured at the moment, not reconstructed.
Signal
Drafts investor, board, and committee replies in your voice. Approval-first every send.
Beacon
Board-week briefings. What's decided, what's open, what needs you today.
Ledger
Commitment register across finance, with owners and due dates the audit can replay.
Security posture
Isolated tenancy, encrypted tokens, DPA on file, audit exports to your SIEM.
What finance and legal will ask
The procurement-grade answers.
Is decision history admissible for an audit?
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Verdict and the audit log are read-only in product, exportable as CSV or JSON with actor, timestamp, and payload reference. Tamper-evident chain on the roadmap; today's posture supports financial and SOX-style internal control reviews.
Where does customer data live and who can see it?
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Workspace-scoped storage with per-workspace encryption keys. Role-based access. No customer data is used to train shared models.
Do you offer a DPA, SCCs, and a subprocessor list?
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Yes. Standard DPA with EU/UK Standard Contractual Clauses on request, subprocessor list under NDA during procurement. Custom terms negotiated in good faith.
What about SOC 2 and HIPAA?
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Helm Office is not SOC 2 certified today; we operate against SOC 2 control mappings with a planned Type I report. We do not market as HIPAA-eligible and do not offer a BAA today. We will not claim either before they are real.
For the office of the CFO