Helm is Binnacle's automation and process intelligence offering — a hands-on engagement to map, streamline, and automate the repetitive work that drains your team's time. Built on Microsoft Power Automate and Power BI, but driven by a real understanding of how your firm operates.
Helm starts with understanding before it starts building. We map your workflows, identify where time is being lost, and implement solutions that reduce manual effort — not just add another tool to manage.
Before we automate anything, we map it. We work with your team to document workflows, identify bottlenecks, and surface where automation delivers the highest return — solving real operational problems, not implementing tools for their own sake.
Using Microsoft Power Automate, we build automations that eliminate repetitive handoffs, approval chains, and copy-paste work across your firm. Less manual effort means fewer errors, faster turnaround, and more time on the work that actually bills.
Messy, inconsistent, or fragmented data is a hidden tax on productivity. We clean, consolidate, and migrate data sets — whether you're moving between platforms, reconciling years of records, or preparing a clean foundation for reporting and automation.
We design and build dashboards in Power BI that surface the metrics your team actually uses — project status, utilization, financial health — without requiring anyone to manually pull and format reports each week.
Compliance documentation doesn't have to be a last-minute scramble. We build automated reporting workflows that keep audit-ready records current — so your firm can respond to client questionnaires and regulatory requirements without the fire drill.
Not every engagement starts with a defined scope. We help firms assess where technology and automation fit into their operations, prioritize initiatives by impact, and build a roadmap grounded in how the firm actually works — not what a vendor is selling.
Automation is most effective when your infrastructure is stable and your data environment is secure. Most Helm clients are also Harbor clients — not because it's required, but because the combination produces the best results. Learn about Harbor →