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Platform Overview

Helm is built on seven open-source foundations, integrated into a single platform. Each layer replaces a tool MSPs currently pay for separately.

LayerFunctionReplaces
AI Agent EngineTroubleshooting, command execution, natural language interfaceAtera AI Copilot, manual work
Remote DesktopNative remote access, terminal, file transferTeamViewer, AnyDesk, ScreenConnect
Browser AccessZero-install web client with session isolationCitrix, VDI solutions
RMM IntegrationQuery alerts, device details, run scriptsManual API scripting
PSA IntegrationPull tickets, post time entries, create follow-upsManual API scripting
M365 ManagementMulti-tenant admin via natural languageM365 admin portals
Software DeploymentInstall, update, audit endpoints conversationallyImmyBot, manual scripts

Native client — Full-featured desktop application. Best for dedicated technician workstations.

Browser-based — Access from any browser, zero install. Session data destroyed on tab close. Best for BYOD, on-call, and compliance-sensitive environments.

Free / Pro — Standard encrypted remote access.

Enterprise — All connections routed through a self-hosted WireGuard mesh. No open ports. ACL-based access control. Full session logging for compliance audits.