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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 โ‚ฌ29.90 to โ‚ฌ129, 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

Taskbase offers AI-powered virtual assistants that enable you to concentrate on your business instead of tedious tasks, all at a fraction of the cost associated with hiring a full-time employee. There are no contracts or complicated terms, making it easier to streamline your operations, one task at a time. With a dedicated assistant, you receive a specialist tailored to your business needs. If your assistant isnโ€™t the right fit, we guarantee a free replacement, alleviating the pressure of the hiring process. Enjoy the benefits of a white-label email, giving your assistant a professional appearance without the added expense of an email account. We also provide holiday coverage, ensuring that your work continues seamlessly, even in your assistantโ€™s absenceโ€”something a full-time employee cannot always assure. Plus, without any contracts, you can enjoy peace of mind; you can cancel at any time and retain the remaining hours until your next billing cycle. Should you require additional hours, simply upgrade your plan for even more flexibility and support.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

โ‚ฌ29.90/month per company
Free Trial Yes 
Free Version No 

Pricing Details

ยฃ195/month
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 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) No 
In Person Yes 

Vendor Details

Company Name

Heelio

Founded

2021

Country

France

Website

heelio.io

Vendor Details

Company Name

Taskbase

Founded

2024

Country

United Kingdom

Website

www.taskbase.co.uk

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

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