Heelio 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.

Pricing

Pricing Starts At:
€29.90/month per company
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Heelio
Year Founded:
2021
Headquarters:
France
Website:
heelio.io

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support

Heelio Features and Options

Heelio User Reviews

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