Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
MSPStuff Switchboard serves as a hosted AI workspace and MCP gateway designed specifically for managed service providers. It facilitates read-only access to various systems including PSA, RMM, Microsoft 365, security, backup, and billing, enabling teams to pose inquiries in straightforward English. Users are empowered to generate traceable reports, dashboards, charts, and scheduled checks, while also utilizing read-only AI agents with the ability to review source tool calls. Administrators manage access based on individual users and platforms, ensuring that credentials are securely maintained server-side. The functionality of Switchboard can be accessed through its web application or via compatible MCP clients such as ChatGPT, Claude, Microsoft Copilot, and Cursor. This versatility allows managed service providers to enhance their operational efficiency and streamline communication across different systems.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Asio by ConnectWise
No
Axcient x360Recover
No
ChatGPT
No
Cisco Meraki
No
Claude
No
Claude Code
No
Claude Desktop
No
ConnectWise Automate
No
ConnectWise PSA
No
ConnectWise ScreenConnect
No
Integrations
Asio by ConnectWise
Yes
Axcient x360Recover
Yes
ChatGPT
Yes
Cisco Meraki
Yes
Claude
Yes
Claude Code
Yes
Claude Desktop
Yes
ConnectWise Automate
Yes
ConnectWise PSA
Yes
ConnectWise ScreenConnect
Yes
Pricing Details
€29.90/month per company
Free Trial
Yes
Free Version
No
Pricing Details
$387/month
Hosted starts at $387/month for 3 licensed users and supports 3–5 users, up to 5 connected platforms, 50 questions per team per day, 3 concurrent sessions, 5 scheduled report runs per week, and six-hour refreshes. Dedicated starts at $1,386/month for 3 users, includes all platforms and usage, and provides a reserved server and database; Dedicated is required from 6 users. Additional Microsoft 365 and Google Workspace client tenants are $10/month. Monthly and annual billing are available, with no onboarding fee. Accepted beta MSPs receive 50% off seats and client tenants for their first paid year; dedicated infrastructure is excluded from that discount.
Free Trial
Yes
Free Version
No
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
No
iPad App
No
Android App
No
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
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
AutomatedMSP, LLC
Founded
2025
Country
United States
Website
www.mspstuff.io
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
MSP
Backup Management
No
Billing & Invoicing
No
CRM
No
Dashboard
No
Help Desk
No
Issue Management
No
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
No
Remote Access
No
Remote Systems Monitoring
No
Scheduling
No