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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

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

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

Venture Capital Funds, Web3 Companies, DAOs, Bookkeepers, Accountants, Crypto Companies

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

FREE
Paid accounts are charged monthly per seat.
Free Version 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Love how I can easily track all our assets across chains and CEXs. Best part in my opinion is the fact they pull data directly from the blockchain so I don't need to grant any wallet permissions. Also really like the statement section. Having all the historical wallet statements makes our CFO happy.
  • Easy to track multiple vaults. We finally know the value of our holdings and we now have no problem tracking our transactions.

Cons

  • Would like to see more protocol integrations, that being said, I reached out to their team and they said coming soon. They seem to be cranking stuff out so feeling confident
  • No anonymous logins. If their database ever gets hacked, everyone will know what we control.

Training

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

Training

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

Company Information

Heelio
Founded: 2021
France
heelio.io

Company Information

Picante
Founded: 2022
EU
picante.io

Alternatives

Alternatives

IBSFINtech

IBSFINtech

IBSFINtech India Private Ltd.

Categories

Treasury Supported

Categories

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

Integrations

No info available.

Integrations

No info available.
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