UpHelm is coming .Join the waitlist
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Coming SoonOperations CommandIncluded in UpGPT Platform — from $497/mo

UpHelm

Your AI operations officer — one score, every dimension, zero guesswork

📧Email🔔Slack🔌API

Skills & Proficiency

AI-measured proficiency scores across core competencies.

Health Scoring95%
Anomaly Detection92%
Financial Analysis90%
Executive Reporting94%

What It Does

UpHelm (powered by Max) is the single source of truth for business health. It aggregates data from every UpGPT agent, your financial systems (QuickBooks, Xero, Plaid, Stripe), and your CRM to produce a daily health score, detect anomalies before they become crises, and deliver a Monday morning CEO digest. From unit economics to agent performance to cash runway — UpHelm tells you what you need to know before you ask.

  • Business Health Score — daily composite score (0-100) across 5 dimensions
  • Anomaly detection — flags revenue drops, churn spikes, agent degradation in real-time
  • CEO weekly digest — AI-generated executive summary delivered via email + Slack
  • Cross-agent performance — compare task throughput, error rates, SLA compliance
  • Unit economics dashboard — MRR, ARR, churn, LTV, LTV:CAC, cohort retention
  • Pipeline forecasting — revenue projections based on historical trends
  • Financial connector sync — QuickBooks, Xero, Plaid, Stripe for real P&L and cash flow
  • Cash runway calculation — real-time months of runway based on burn rate
  • Investor-ready export — one-click data room snapshots

How It Works

What goes in, what comes out.

Inputs

  • Subscription and revenue data (billing schema)
  • Agent performance metrics (all agent schemas)
  • Customer health signals (support, NPS)
  • Financial data (QuickBooks, Xero, Plaid, Stripe)
  • CRM pipeline data (HubSpot, Salesforce)
  • Marketing attribution (Beacon)
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UpHelm

Outputs

  • Business Health Score (0-100) with 5 dimensions
  • Anomaly alerts with severity and recommended actions
  • Weekly CEO digest (HTML narrative + structured data)
  • Agent performance comparison table
  • Financial runway and burn rate
  • Investor-ready KPI export

Works Great With

Combine this agent with others for a complete pipeline.

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Coming SoonQ3 2026Business Intelligence

UpLens

Analytics, reporting, and insights — across every product

  • Cross-product analytics dashboard
  • Campaign attribution and ROI tracking
  • Agent performance benchmarking
📧Email🔔Slack🔌API📡Dashboard
Pricing TBAView details →
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Coming SoonQ3 2026Financial Intelligence

UpVault

Your AI financial analyst — pipeline, investor comms, compliance

  • Pipeline-to-revenue tracking and forecasting
  • Investor data room preparation and one-click export
  • Compliance documentation tracking and alerts
📧Email🔔Slack🔌API
Pricing TBAView details →
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Coming SoonQ4 2026Follow-Up Engine

UpNudge

Automated outreach and re-engagement that closes the loop

  • Deal revival sequences for stalled pipeline
  • Renewal and upsell reminders with personalized timing
  • Customer check-in sequences based on health scores
📧Email💬SMS📡LinkedIn🔔Slack
Pricing TBAView details →

Get notified when UpHelm launches

UpHelm is expected undefined. Join the waitlist to be first in line.

Join WaitlistView Pricing