Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Our cash management solution streamlines the process of determining your daily cash position, allowing you to achieve this in mere minutes instead of taking hours. When you arrive at the office, you will discover that all banking transactions from the previous day have been automatically populated into your daily cash worksheet. This enables you to gain an instant overview of your organization’s overall cash status. Generating cash forecasts becomes effortless as the system utilizes historical data to formulate accurate projections for daily, weekly, monthly, or even yearly periods. Additionally, you have the option to enhance your forecasts by effortlessly importing data from various external platforms. The electronic funds transfer module provides a secure and efficient way to initiate, authorize, approve, and monitor all electronic money transfers. Furthermore, a status and control feature simplifies the management of your payment workflow across multiple banking institutions, ensuring smooth operations and increased efficiency. This comprehensive system ultimately empowers you to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

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

No price information available.
Free Trial No 
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 Yes 
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) Yes 
In Person No 

Vendor Details

Company Name

Heelio

Founded

2021

Country

France

Website

heelio.io

Vendor Details

Company Name

SymPro Treasury Management Solutions

Founded

1985

Country

United States

Website

sympro.com/cash-management-solution/

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

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 

Alternatives

No Alternatives

Alternatives