---
description: Review of Heelio Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Heelio | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Financial Management Software](/directory/3401/financial-management-system/software) > [Heelio](/software/529687/heelio)

# Heelio

Canonical: https://www.softwareadvice.co.uk/software/529687/heelio

> Heelio is a financial management software platform designed to provide real-time visibility into cash flow and profit and loss statements between accounting closures. It is used by small and medium-sized enterprises, corporate groups, investment funds, accounting firms, and public sector organizations to monitor their financial position without relying on monthly or annual closures.

The software connects to various data sources, including accounting systems such as Pennylane, MyUnisoft, and Xero, as well as bank accounts from institutions such as Qonto, Crédit Agricole, and Société Générale. It categorizes transactions automatically using built-in rules and AI-powered classification through its Nova assistant. This process separates elements such as VAT, loan capital, and investments to produce accurate management accounts. The platform supports cash flow forecasting, budget creation, scenario planning, and variance analysis between actual and budgeted figures. Financial consolidation features allow management of multiple entities on a single platform, with customizable access rights for users.

An AI assistant is included to answer financial data queries with source citations. Automated reports can be scheduled and delivered through email or communication tools such as Slack, Microsoft Teams, Google Chat, or Discord. Data is hosted in the European Union on Google Cloud, which holds ISO 27001 certification. Bank connections operate in read-only mode through Bridge, approved by the French banking regulator ACPR.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: Heelio

## Commercial Context

- **Starting Price**: €29.90
- **Pricing model**: Flat Rate (Free Trial)
- **Pricing Details**: Three plans, priced per company and per month, excluding VAT, with no commitment:

- Trésorerie: €29.90 per month (€299 per year). Cash tracking and 12-month cash forecast, unlimited banks and users, keyword categorization rules, invoicing software sync, multi-currency, alerts, cash reports by email, Slack or Teams, Claude and ChatGPT connector, and the Nova AI assistant with 1,000 credits per month.
- Pilotage: €79 per month (€790 per year). Everything in Trésorerie, plus connected or imported accounting (Pennylane, MyUnisoft, FEC and more), actual vs. forecast P\&L, year-end landing, receivables and payables with bank reconciliation and VAT, automated shared reports, nightly AI categorization and 2,000 Nova credits per month.
- Complet: €129 per month (€1,290 per year). Everything in Pilotage, plus multi-entity management consolidation, consolidation adjustments, contributive and consolidated views down to each entity's transactions, and 3,500 Nova credits per month.

Annual billing gives two months free. Each additional company costs 50% of the plan price. The 7-day free trial includes all features for one company and one user with 200 AI credits, and no credit card is required. Optional services: onboarding assistance from €490, and outsourced CFO support at €150 per hour or €500 per month.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: French
- **Available Countries**: France

## Features

- "What If" Scenarios
- AI Copilot
- Accounting
- Accounting Integration
- Bank Reconciliation
- Budgeting/Forecasting
- Cash Management
- Consolidation/Roll-Up
- Currency Management
- Customisable Reports
- Dashboard Creation
- Data Import/Export
- Data Visualisation
- Financial Analysis
- Financial Reporting
- Generative AI
- Invoice Management
- Multi-Company
- Multi-Currency
- Planning Tools

## Integrations (5 total)

- MyUnisoft
- Pennylane
- Qonto
- Stafiz
- Xero

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial Management Software](https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software)

## Related Categories

- [Financial Management Software](https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software)
- [Treasury Software](https://www.softwareadvice.co.uk/directory/4324/treasury/software)

## Alternatives

1. [Gaviti](https://www.softwareadvice.co.uk/software/435124/gaviti) — 4.5/5 (91 reviews)
2. [Modern Treasury](https://www.softwareadvice.co.uk/software/451007/Modern-Treasury) — 4.7/5 (14 reviews)
3. [Agicap](https://www.softwareadvice.co.uk/software/437138/agicap) — 4.3/5 (161 reviews)
4. [Clear Path To Cash](https://www.softwareadvice.co.uk/software/523724/Clear-Path-to-Cash-App) — 5.0/5 (3 reviews)
5. [Monetary](https://www.softwareadvice.co.uk/software/267529/debtbook) — 4.9/5 (16 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/529687/heelio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/529687-heelio/> |
| en-AU | <https://www.softwareadvice.com.au/software/529687/heelio> |
| en-GB | <https://www.softwareadvice.co.uk/software/529687/heelio> |
| en-IE | <https://www.softwareadvice.ie/software/529687/heelio> |
| en-NZ | <https://www.softwareadvice.co.nz/software/529687/heelio> |
| fr | <https://www.softwareadvice.fr/software/529687/heelio> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.uk/#organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"Heelio","description":"Heelio is a financial management software platform designed to provide real-time visibility into cash flow and profit and loss statements between accounting closures. It is used by small and medium-sized enterprises, corporate groups, investment funds, accounting firms, and public sector organizations to monitor their financial position without relying on monthly or annual closures.\n\nThe software connects to various data sources, including accounting systems such as Pennylane, MyUnisoft, and Xero, as well as bank accounts from institutions such as Qonto, Crédit Agricole, and Société Générale. It categorizes transactions automatically using built-in rules and AI-powered classification through its Nova assistant. This process separates elements such as VAT, loan capital, and investments to produce accurate management accounts. The platform supports cash flow forecasting, budget creation, scenario planning, and variance analysis between actual and budgeted figures. Financial consolidation features allow management of multiple entities on a single platform, with customizable access rights for users.\n\nAn AI assistant is included to answer financial data queries with source citations. Automated reports can be scheduled and delivered through email or communication tools such as Slack, Microsoft Teams, Google Chat, or Discord. Data is hosted in the European Union on Google Cloud, which holds ISO 27001 certification. Bank connections operate in read-only mode through Bridge, approved by the French banking regulator ACPR.","image":"https://images.g2crowd.com/display-layer-screenshots/1988724/d65250a9b481781063fb67206ae3a35ddabd657ebcd75e478cea1435cf77274c.webp","url":"https://www.softwareadvice.co.uk/software/529687/heelio","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.uk/software/529687/heelio#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"offers":{"price":"29.9","@type":"Offer","priceCurrency":"EUR"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Management Software","position":2,"item":"/directory/3401/financial-management-system/software","@type":"ListItem"},{"name":"Heelio","position":3,"item":"/software/529687/heelio","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/software/529687/heelio#breadcrumblist"}]}
</script>