Related Products
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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 β¬29.90 to β¬129 excl. VAT per month, unlimited users and bank accounts, 7-day free trial. The interface is in French.
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About
Using Picante allows anyone to easily track their crypto wallets, exchange accounts and bank accounts (fiat), set up monitoring, get event notification, run financial reports, share data privately with key stakeholders and create public financial dashboards.
Built for:
(1) Web3 companies & DAOs: to track their treasuries, spending habits and generate business reports
(2) Investors: to monitor the financial health of their portfolio companies
Key tools for Web3 companies & DAOs
β’ Live dashboards to track treasury and historical performance
β’ Bookkeeping tools
β’ Private dashboards for internal teams and public dashboards for anyone on the web
β’ Financial report creation tools
β’ On-chain notification system
Key tools for Investors
β’ Live dashboard to track the financial health of portfolio companies
β’ Automated end of month financial reports
β’ Query portfolio based on specific criteria e.g. treasury allocation.
β’ Messaging tools to communicate with portfolio
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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
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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
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Audience
SME leaders without a full-time CFO, groups of companies, accounting firms and outsourced CFOs
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Audience
Venture Capital Funds, Web3 Companies, DAOs, Bookkeepers, Accountants, Crypto Companies
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
β¬29.90/month per company
Free Version
Not Supported
Free Trial
Supported
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Pricing
FREE
Paid accounts are charged monthly per seat.
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationHeelio
Founded: 2021
France
heelio.io
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Company InformationPicante
Founded: 2022
EU
picante.io
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Categories |
Categories |
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Treasury Features
Cash Management
Supported
Debt Management
Supported
For Government
Not Supported
For Hedge Funds
Not Supported
Forecasting
Not Supported
Liquidity Management
Supported
Payment Management
Supported
Risk Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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