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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 DocuBiz?

DocuBiz is a pioneering start-up dedicated to revolutionizing the accessibility of legal data pertaining to French companies. Utilizing the French government's commitment to OPEN DATA, we have forged partnerships with various French institutions to collect, structure, and deliver legal information from over 20 million companies in the country. In a remarkably short time, we have attracted nearly 500,000 monthly visitors, with close to 50,000 downloads of documents, such as statutes and financial statements, reinforcing DocuBiz's emerging role as a significant entity in the French legal landscape. A Kbis extract offers a thorough overview of a company, validated by a clerk, detailing the registration office's name, the company's name, acronym, and sign, along with its identification number (SIREN) and NAF code (formerly APE). Furthermore, it specifies the business's legal structure, total share capital, the address of the registered office, and the locations of any additional establishments operating within the EU. By effectively bridging the divide between intricate legal data and user-friendly access, DocuBiz is strategically positioned to serve as an invaluable resource for both businesses and individuals. Our commitment to transparency and accessibility ensures that users can navigate the complexities of legal information with ease.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Not specified

Training Options

Documentation Hub
Online Training

Training Options

Not specified

Company Facts

Organization Name

Heelio

Date Founded

2021

Company Location

France

Company Website

heelio.io

Company Facts

Organization Name

DocuBiz

Date Founded

2021

Company Location

France

Company Website

docubiz.fr

Categories and Features

Treasury

Not specified

Categories and Features

B2B Data

Not specified

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