Realiti

Realiti

Planixs
+
+

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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

Smart liquidity management software for banks and financial institutions. Planixs’ Realiti platform is a powerful platform that sits alongside your existing systems and aggregates all your cash and securities information in real time. This eliminates data silos and automates many of your liquidity management processes. You also get Realiti Insights for super-smart data analytics Insights gives you full access to the rich, real-time data generated by your Control capabilities. You can analyse liquidity drivers, interrogate risks and respond to regulatory requests. You can integrate additional data – like prices, external risk measures, and financial models. The largest global banks invest $100 millions to create systems like this, now Realiti offers all banks similar analytics capabilities at a much lower cost.

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

Banks

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

No images available

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

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

Company Information

Heelio
Founded: 2021
France
heelio.io

Company Information

Planixs
Founded: 2012
United Kingdom
www.planixs.com

Alternatives

Alternatives

SUMMA

SUMMA

PREFIS
Reval

Reval

Reval.com

Categories

Treasury Supported

Categories

Treasury Supported

Integrations

No info available.

Integrations

No info available.
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