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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 Broadridge Cash Management?

Optimize your cash management strategies while instantly accessing insights on cash flows and global standings. Our cutting-edge solution equips cash managers to enhance their operational efficiency, significantly reducing the risks and costs associated with manual cash processes and escalating transaction volumes. Improve capital utilization and cash flow by obtaining real-time, intraday visibility and aggregation of cash movements across diverse business units. Proactively manage risk and credit exposure by systematically identifying and prioritizing financial commitments, scheduling payments, and timing outflows. Explore how Broadridge's all-encompassing technology solutions can enable your asset management firm to conserve both time and resources, allowing you to focus more on nurturing client relationships rather than managing systems. Furthermore, Revport provides an integrated view of fee and billing operations, enhancing your ability to oversee reconciliations, fund budgeting, expenses, and data-driven forecasts, which ultimately fosters more informed financial decision-making. By leveraging these solutions, firms can not only streamline their processes but also achieve a significant competitive advantage in today's fast-paced financial environment.

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No images available

Media

Integrations Supported

Integrations Supported

Canton
SatuitCRM

API Availability

API Availability

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

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Heelio

Date Founded

2021

Company Location

France

Company Website

heelio.io

Company Facts

Organization Name

Broadridge Financial Solutions

Date Founded

2007

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Categories and Features

Treasury

Not specified

Categories and Features

Treasury

Cash Management
Liquidity Management
Payment Management
Risk Management

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Popular Alternatives

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