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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

Panax is an AI-native cash management software that frees finance and treasury teams from manual work by unifying data from all banks, ERPs, and payment tools into a single real-time view with built-in AI insights to improve efficiency, liquidity control, and risk management. It automates key treasury tasks such as transaction categorization, reconciliation, forecasting, reporting, and cash application, replacing error-prone spreadsheets and manual bottlenecks while giving teams strategic clarity and confidence in decision-making. Panax delivers real-time cash positioning, predictive cash forecasting, proactive alerts and insights, and seamless connectivity to global banks, ERPs, and payment systems. Its AI agents and conversational AI assistant provide enriched forecasts, surface anomalies, and help anticipate cash shortfalls so teams can act before issues arise.

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

Finance and treasury teams at mid-market to large companies that need real-time cash visibility, automation, and smarter cash management without 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 Not 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 Supported
Live Online Not Supported
In Person Not Supported

Company Information

Heelio
Founded: 2021
France
heelio.io

Company Information

Panax
Founded: 2022
United States
www.thepanax.com

Alternatives

Alternatives

Categories

Treasury Supported

Categories

AI Finance Supported
Treasury Supported

Integrations

Microsoft Dynamics 365 Not Supported
NetSuite Not Supported
PayPal Not Supported
SAP Access Control Not Supported
Sage 100 Not Supported
Stripe Not Supported

Integrations

Microsoft Dynamics 365 Supported
NetSuite Supported
PayPal Supported
SAP Access Control Supported
Sage 100 Supported
Stripe Supported
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