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 β¬29.90 to β¬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 organizationβs 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
Integrations
No details available.
Integrations
No details available.
Pricing Details
β¬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