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What is Realiti?

Planixs provides an advanced liquidity management solution specifically designed for banks and financial institutions through its Realiti platform, which efficiently merges with existing infrastructures to deliver real-time aggregation of cash and securities information. By removing data silos, it simplifies and automates numerous liquidity management tasks, significantly improving operational efficiency. Users also gain access to Realiti Insights, which offers advanced data analytics for a thorough understanding of the dynamic information generated by Control functions. This feature empowers users to evaluate liquidity determinants, identify risks, and meet regulatory requirements with greater ease. Moreover, the platform supports the incorporation of additional data sources, such as market prices, external risk metrics, and financial models, enhancing its functionality. While leading global banks often spend vast sums developing similar technologies, Realiti makes these sophisticated analytical tools available to all banks at a much lower price point, fundamentally changing how institutions approach liquidity management. This innovative strategy not only democratizes access to critical analytics but also positions Planixs as a leader in the evolving field of financial analytics. Consequently, the impact of Realiti extends beyond mere cost savings, inspiring a new standard for liquidity management across the financial sector.

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.

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Media

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

€29.90/month per company
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support

Customer Service / Support

Web-Based Support

Training Options

On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Planixs

Date Founded

2012

Company Location

United Kingdom

Company Website

www.planixs.com

Company Facts

Organization Name

Heelio

Date Founded

2021

Company Location

France

Company Website

heelio.io

Categories and Features

Treasury

Not specified

Categories and Features

Treasury

Not specified

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