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About

Heelio is a French cash management and financial planning (FP&A) software for SMEs, mid-sized companies and groups. Connected read-only to your banks and accounting software (Pennylane, MyUnisoft, Xero or FEC import), it updates your cash position, management P&L, forecasts and multi-entity consolidation every day. Nova, the built-in AI assistant, answers questions about your numbers, and a connector lets you query your data from Claude or ChatGPT. Cash updates go out by email, Slack, Microsoft Teams, Google Chat or Discord. Built for SME leaders without a full-time CFO, groups of companies, accounting firms and outsourced CFOs. Data hosted in the EU. Three plans per company from €29.90 to €129 excl. VAT per month, unlimited users and bank accounts, 7-day free trial. The interface is in French.

About

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

SME leaders without a full-time CFO, groups of companies, accounting firms and outsourced CFOs

Audience

Obol is designed for founders, CFOs, and finance teams who need real-time visibility, automated reporting, and scalable cash flow management without relying on spreadsheets

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

€29.90/month per company
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Heelio
Founded: 2021
France
heelio.io

Company Information

Obol
Founded: 2022
United States
www.obol.ai/

Alternatives

Alternatives

Categories

Treasury Supported

Categories

Finance Supported

Integrations

Ally Invest Not Supported
American Express Go Not Supported
Bank of America Business Advantage Not Supported
Brex Not Supported
Charles Schwab Not Supported
Front Office Solutions Not Supported
Key@Work Not Supported
NetSuite Not Supported
PAM Not Supported
QuickBooks Online Not Supported
Regions Business Banking Not Supported
SAP ERP Not Supported
Sage 100 Not Supported
Shareworks Not Supported
Silicon Valley Bank (SVB) Not Supported
Stripe Not Supported
Synchrony Payroll Not Supported
Vanguard Not Supported
Workday HCM Not Supported
Zelle Not Supported

Integrations

Ally Invest Supported
American Express Go Supported
Bank of America Business Advantage Supported
Brex Supported
Charles Schwab Supported
Front Office Solutions Supported
Key@Work Supported
NetSuite Supported
PAM Supported
QuickBooks Online Supported
Regions Business Banking Supported
SAP ERP Supported
Sage 100 Supported
Shareworks Supported
Silicon Valley Bank (SVB) Supported
Stripe Supported
Synchrony Payroll Supported
Vanguard Supported
Workday HCM Supported
Zelle Supported
Claim Heelio and update features and information
Claim Heelio and update features and information
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