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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

An all-in-one solution to better manage your clients' accounts. Sales and purchase entries are automatically created in the journals with the associated documents. Benefit from a powerful and intelligent accounting review solution to better monitor the progress of your balance sheets. Establish all the tax obligations, VAT declaration, tax packages and management of the brochure. Pennylane is a complete accounting production software and an all-in-one financial management tool for your clients. From Pennylane, your customers supervise and pay for their purchases, manage their invoicing, or connect their sales tools, and monitor their cash flow. All the actions they perform in the platform feed your input. Streamline your exchanges with your customers and collaborators by communicating directly in Pennylane, chat, comment on invoices and transactions, follow the activities and deadlines related to each.

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 Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Businesses in need of an accounting solution connected to the financial management of their customers

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

€19 per month
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 Supported
In Person Not Supported

Company Information

Heelio
Founded: 2021
France
heelio.io

Company Information

Pennylane
France
www.pennylane.com/expert-comptable

Alternatives

Alternatives

Facturwise

Facturwise

Billio Software Services s.r.o.
Prowyser

Prowyser

Groupe MEGVA
Prodmode

Prodmode

Prodmode Inc.

Categories

Treasury Supported

Categories

Integrations

Axis LMS Not Supported
Bonx Not Supported
Defacto Not Supported
Dropbox Not Supported
Eventtia Not Supported
Google Drive Not Supported
Hyperline Not Supported
Ivee Not Supported
Localnord Not Supported
Nango Not Supported
Nekton.ai Not Supported
Palette Not Supported
Prowyser Not Supported
Qonto Not Supported
Shopify Not Supported
Stripe Not Supported
Well Not Supported
Zapier Not Supported
erplain Not Supported
manager.one Not Supported

Integrations

Axis LMS Supported
Bonx Supported
Defacto Supported
Dropbox Supported
Eventtia Supported
Google Drive Supported
Hyperline Supported
Ivee Supported
Localnord Supported
Nango Supported
Nekton.ai Supported
Palette Supported
Prowyser Supported
Qonto Supported
Shopify Supported
Stripe Supported
Well Supported
Zapier Supported
erplain Supported
manager.one Supported
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