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 โฌ29.90 to โฌ129, 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 isnโt 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 assistantโs absenceโsomething 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
No images available
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
โฌ29.90/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