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What is Heelio?

Heelio is a French software designed for financial planning and cash management, catering to the needs of small to mid-sized enterprises and corporate groups. It establishes a read-only connection with various banking and accounting systems such as Pennylane, MyUnisoft, and Xero, or through FEC imports, offering daily insights into cash flows, profit and loss management, forecasts, and consolidations across multiple entities. The platform includes Nova, an AI assistant that responds to financial inquiries, and features a connector that allows users to engage with their financial data via Claude or ChatGPT. Users receive notifications about cash updates through multiple channels, including email, Slack, Microsoft Teams, Google Chat, and Discord. Aimed at small and medium business leaders who may lack a dedicated CFO, as well as accounting firms and outsourced CFOs, Heelio guarantees that all data is hosted securely within the EU. The service is available in three subscription tiers, ranging from €29.90 to €129 per month, excluding VAT, and includes unlimited users and bank accounts, along with a 7-day free trial. Moreover, the interface is available in French, ensuring it is user-friendly for local enterprises. This all-encompassing solution is designed to enhance financial management efficiency for its clients and ultimately aims to simplify the complexities of financial oversight.

What is Atlar?

Atlar represents a cutting-edge treasury management solution tailored for the modern era, incorporating vital features such as cash management, payment processing, cash-flow forecasting, investment oversight, and smooth connectivity with banks and ERP systems into a unified real-time platform. By aggregating various bank accounts, payment processors, and financial applications, it allows users to oversee their balances, transactions, and liquidity in a streamlined manner across different banks, currencies, and organizations, all from an intuitive dashboard. The platform enhances accounts payable workflows, simplifies payment tasks, and facilitates bank reconciliation while ensuring seamless data integration with ERP systems, effectively reducing reliance on manual uploads, complex spreadsheets, and disjointed banking interfaces. With its customizable, policy-driven approval workflows and thorough audit trails, finance teams gain significant oversight over payments, permissions, and compliance protocols. Additionally, Atlar prioritizes security by implementing features like Single Sign-On (SSO) and Multi-Factor Authentication (MFA), creating a safe space for financial transactions. Among its suite of advanced tools are interactive cash flow management resources, which include both forecasting and scenario analysis, along with the capability to design tailored dashboards and access real-time analytics for enhanced liquidity oversight. This comprehensive approach ultimately empowers finance teams to make strategic decisions and refine their financial operations effectively while adapting to the evolving demands of the digital landscape.

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Integrations Supported

Integrations Supported

Brex
Currencycloud
Gmail
GoCardless
Google Authenticator
Google Sheets
Google Workspace
Kantox
Microsoft Dynamics 365
Microsoft Entra
Microsoft Excel
Modulr
Monk
NetSuite CRM
OneLogin
PayPal
Pleo
SAP S/4HANA
Slack
Stripe

API Availability

API Availability

Has API

Pricing Information

€29.90/month per company
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Heelio

Date Founded

2021

Company Location

France

Company Website

heelio.io

Company Facts

Organization Name

Atlar

Date Founded

2022

Company Location

Sweden

Company Website

www.atlar.com

Categories and Features

Treasury

Not specified

Categories and Features

AI Finance

Not specified

Reconciliation

Not specified

Treasury

Not specified

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