Case Study: Helm Corporation speeds up cash flow and inventory forecasting with Quickbase Sync for CSV (Quickbase)

Helm Speeds Up Cash Flow and Forecasting with Quick Base Sync for CSV

Helm Inc., a provider of branded merchandise, marketing services, and multichannel fulfillment, faced a slow order-to-cash cycle and limited visibility into invoice status because AR data lived in an on‑premises ERP. Manual exports, Excel processing, and email-based reviews consumed accounting and sales time and left inventory forecasting reliant on manual CSV uploads.

By using Quick Base Sync for CSV to pull ERP and warehouse CSVs from Box.com into Quick Base, Helm automated AR and forecasting workflows, added trigger-based notifications and simple comment forms, and enabled citizen developers to build solutions quickly. The change delivered daily, real-time visibility, cut human error, saved about 300 hours a year, shortened the order-to-cash cycle by an estimated two weeks, strengthened cash flow, and supported broader operational savings (about $300,000 annually).

Helm Corporation

Michael Wacht

Vice President of Operations