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 €29.90 to €129 excl. VAT per month, unlimited users and bank accounts, 7-day free trial. The interface is in French.
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About
Forget the laborious Excels to manage and anticipate your cash flow. Connect your bank accounts, automate your reporting and follow your cash flow in real time. Realize different forecast scenarios and make the right decisions for your business. Cash is vital for your business. But tracking in Excel is time consuming, manual and tedious. RocketChart simplifies and automates your cash management! Save time, control your expenses, anticipate your cash flow and facilitate your financial reporting. Manage your cash flow in real time. Connect your bank accounts to instantly synchronize your receipts and payments. View your consolidated cash flow and detail by bank account. Keep an eye on your cash runway. Control your spending poles. Optimize your costs. Define your own categories and subcategories. Automatically categorize your transactions using our algorithm. Identify the big expense items to optimize your budgets.
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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
For French SMEs and startups looking for software that will manage cash flow for optimal profit
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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
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
€29.90/month per company
Free Version
Not Supported
Free Trial
Supported
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Pricing
$49 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationHeelio
Founded: 2021
France
heelio.io
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Company InformationRocketChart
Founded: 2020
France
rocketchart.co
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Categories |
Categories |
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Treasury Features
Cash Management
Supported
Debt Management
Not Supported
For Government
Not Supported
For Hedge Funds
Not Supported
Forecasting
Supported
Liquidity Management
Supported
Payment Management
Not Supported
Risk Management
Not Supported
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Integrations
EcholoN
Not Supported
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