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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Heelio is a French financial planning and cash management software designed to support SMEs, mid-sized businesses, and corporate groups. It connects in a read-only mode to various banking and accounting platforms, including Pennylane, MyUnisoft, Xero, or through FEC import, providing daily updates on cash positions, management profit and loss statements, forecasts, and multi-entity consolidations. The platform features Nova, an integrated AI assistant that can respond to inquiries about financial data, along with a connector that allows users to access their information via Claude or ChatGPT. Notifications regarding cash updates are sent through various channels such as email, Slack, Microsoft Teams, Google Chat, or Discord. Tailored for leaders of small and medium enterprises who may not have a dedicated CFO, as well as accounting firms and outsourced CFO services, it ensures that all data is securely hosted within the EU. The service offers three subscription plans ranging from €29.90 to €129, excluding VAT per month, featuring unlimited users and bank accounts, along with a 7-day free trial. Additionally, the user interface is provided in French, making it accessible for local businesses. This comprehensive solution aims to streamline financial management for its users.

Description

SoloDesk is an AI-driven accounting solution based in Switzerland, designed specifically for enterprises and fiduciaries. Simply upload your receipts, invoices, or bank statements, and SoloDesk will automatically handle the journal entries, monitor VAT in real-time, and refresh your dashboard, all without the need for accounting expertise. Highlighted features include a dynamic dashboard that displays cash flow, receivables, and unpaid bills, QR-bill invoicing with options for quotes and credit notes, a tiered payment reminder system for late invoices, the ability to reconcile bank transactions (using CAMT.053 or PDF formats), real-time VAT monitoring, as well as live profit and loss statements and balance sheets. The platform is accessible on both desktop and mobile devices and supports multiple languages including German, French, Italian, and English. Pricing plans are available at Free CHF 0, Mid CHF 29, and Full CHF 59 per month, catering to various business needs. Experience the benefits with a free trial today at solodesk.ch — no credit card is necessary to get started.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

€29.90/month per company
Free Trial Yes 
Free Version No 

Pricing Details

0 CHF
Plans: Free CHF 0 / Mid CHF 29 / Full CHF 59 per month.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Heelio

Founded

2021

Country

France

Website

heelio.io

Vendor Details

Company Name

SoloDesk

Founded

2026

Country

Switzerland

Website

solodesk.ch

Product Features

Treasury

Cash Management No 
Debt Management No 
For Government No 
For Hedge Funds No 
Forecasting No 
Liquidity Management No 
Payment Management No 
Risk Management No 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management Yes 
Project Accounting No 
Purchase Orders No 
Tax Management Yes 

Alternatives

No Alternatives

Alternatives