Heelio 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.
Heelio Alternatives
Most finance teams run two systems: one for lease accounting, one for treasury, reconciled by hand. ZenTreasury runs both as one governed subledger, because the ERP that posts the journal entry does not know the contract behind it. ZenTreasury does.
Add a lease and the platform generates the full schedule automatically: right of use asset, lease liability, depreciation, interest, and balance carry forward, all following the standard from the moment the lease is saved. Index-linked remeasurement is handled automatically, with index rates, base values, and next indexation dates tracked per contract. Every later change, such as a scope change, term extension, rate revision, or partial termination, recalculates the schedule and logs it with a timestamp and user, so auditors get the before and after picture without asking.
On the treasury side: centralised FX position management across forwards, swaps, and cross currency instruments with mark-to-market valuations; internal and external loan tracking with valuation against yield curves and automated interest accrual; trade finance and guarantee monitoring with fee and exposure tracking; and group wide cash flow forecasting with scenario modelling, all multi entity and multi currency. Direct bank connectivity included.
One platform, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect Claude, ChatGPT, or any MCP client directly to your contract data.
Learn more
Multi-Entity Accounting Built for Growth
Gravity Software is a modern, cloud-native accounting platform designed for companies that have outgrown basic solutions like QuickBooks or outdated legacy software such as Sage 50.
Built on the Microsoft Power Platform (Dynamics 365), Gravity combines robust financial management tools with enterprise-level scalability — without the high cost or complexity of traditional ERP systems.
🎈 Multi-entity and multi-location accounting
🎈 Power BI reporting and real-time dashboards
🎈 AP automation and multi-level approvals
🎈 Full visibility across business entities
🎈 Unified platform for financials, sales, and operations
Trusted by organizations across real estate, family offices, healthcare, hospitality, professional services, and nonprofits, Gravity Software helps growing companies gain control, reduce inefficiencies, and scale with confidence.
👉 Explore more at gogravity.com
Learn more
Bottomline Global Cash Management Hub
Achieve a unified overview of your cash flow by utilizing a single platform that seamlessly integrates with all your banks and accounts without manual effort. This solution ensures every stakeholder has access to the same comprehensive financial picture. Enhance your working capital management through a consolidated display of cash alongside credit lines, loans, and additional financial assets. Effortlessly create bank statements and account reports, minimizing both errors and the time spent on manual processes. Instantly check opening, projected, and intra-day balances, along with real-time updates, eliminating the need to log into various banking websites. Tailor your dashboards and screens to fit your specific preferences for optimal usability. Monitor your anticipated revenues, accounts payable and receivable, and payroll with ease, while also comparing forecasts against budgets. The platform automatically syncs your financial data, allowing you to utilize various tools and views for effective liquidity management and informed decision-making. You can filter, drill down, and export your data as needed, and view your cash positions in both original and reporting currencies. Furthermore, this comprehensive approach aids in identifying trends that can help optimize financial strategies over time.
Learn more
Atlar
Atlar is an innovative treasury management platform designed for the digital age, integrating cash management, payments, cash-flow forecasting, investment tracking, and seamless bank/ERP connectivity into a cohesive real-time interface. By centralizing various bank accounts, payment processors, and corporate finance applications, it enables users to monitor their balances, transactions, and liquidity across multiple banks, currencies, and entities from a single, user-friendly dashboard. The platform streamlines accounts payable processes, payment operations, and bank reconciliation while ensuring data synchronization with ERP systems, thereby eliminating the need for manual file uploads, cumbersome spreadsheets, and fragmented banking portals. Enhanced by adaptable, policy-based approval workflows and comprehensive audit trails, it provides finance teams with robust control over payments, permissions, and compliance measures. Furthermore, with added layers of security such as Single Sign-On (SSO) and Multi-Factor Authentication (MFA), Atlar guarantees a secure environment for financial operations. Among its advanced functionalities are dynamic cash flow planning tools, including forecasting and scenario modeling, as well as the ability to create personalized dashboards and access real-time reporting for effective liquidity management. The platform ultimately empowers finance departments to make informed decisions and optimize their financial strategies efficiently.
Learn more
Pricing
Pricing Starts At:
€29.90/month per company
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Heelio
Year Founded:
2021
Headquarters:
France
Website:
heelio.io
Media
Recommended Products
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Online Support
Heelio Features and Options
Heelio User Reviews
Write a Review- Previous
- Next
