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
Spend less time managing more operations. The next generation TMS that’s advanced, yet user-friendly & secure – a service that promotes efficiency by improving workflow and supporting the user. Greater efficiency, your everyday becomes less complicated. We use rules and logic to reduce time-consuming tasks in accounting, cash management and deal entry. Always-on risk management make sure financial policies are monitored and limits are followed every minute every day 24/7. Market movements and deal entries are automatically monitored in real-time. Let the system take care of time-consuming routines for you. Scheduling month-end and numerous other processes enables you to focus on analysis and operational excellence. Make data-driven decisions to improve your team’s performance. Always be in the know. View dashboards on the web or on your phone / tablet, get alerts when data changes, and drill into details. Your data is at your fingertips.
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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
Corporate treasury departments looking for a treasury management systems and financial administrative service
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
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
No information available.
Free Version
Not Supported
Free Trial
Not 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
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationHeelio
Founded: 2021
France
heelio.io
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Company InformationTreasury Systems
Founded: 1984
Sweden
treasurysystems.com
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Categories |
Categories |
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Integrations
Finastra Essence
Not Supported
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