Accounting Firm Software
15 products
Heelio is an FP&A and treasury platform for SMEs and groups of companies. Connected to your banks (read-only) and your accounting software (Pennylane, MyUnisoft, Xero or any FEC), it keeps cash, management P&L and 12-month forecasts up to date every day, with budgets, scenarios, multi-entity consolidation and Nova, an AI assistant that answers on your numbers and cites its sources.
Features
- Daily cash position across all your bank accounts, connected read-only through Bridge
- Management P&L month by month, kept up to date between two closings
- 12-month cash forecast and year-end landing, with expected invoices placed automatically
- Budgets, as many scenarios as you need, and actual vs. budget variances line by line
- Multi-entity management consolidation with consolidation adjustments
- Native Pennylane, MyUnisoft and Xero connectors, FEC or Excel import for any other accounting software
- Invoice sync from Xero, Stafiz and Pennylane, with bank reconciliation of payments
- Thousands of categorization rules, completed by nightly AI categorization of what they don't cover
- Nova, an AI assistant that answers on your numbers and cites its sources
- MCP connector giving Claude and ChatGPT read-only access to your figures
- Scheduled reports and alerts by email, Slack, Teams, Google Chat or Discord
- Unlimited users with read-only, contributor or admin rights, company by company
Heelio is an FP&A and treasury platform for SMEs and groups of companies. Connected to your banks (read-only) and your accounting software (Pennylane, MyUnisoft, Xero or any FEC), it keeps cash, management P&L and 12-month forecasts up to date every day, with budgets, scenarios, multi-entity consolidation and Nova, an AI assistant that answers on your numbers and cites its sources.
Features
- Daily cash position across all your bank accounts, connected read-only through Bridge
- Management P&L month by month, kept up to date between two closings
- 12-month cash forecast and year-end landing, with expected invoices placed automatically
- Budgets, as many scenarios as you need, and actual vs. budget variances line by line
- Multi-entity management consolidation with consolidation adjustments
- Native Pennylane, MyUnisoft and Xero connectors, FEC or Excel import for any other accounting software
- Invoice sync from Xero, Stafiz and Pennylane, with bank reconciliation of payments
- Thousands of categorization rules, completed by nightly AI categorization of what they don't cover
- Nova, an AI assistant that answers on your numbers and cites its sources
- MCP connector giving Claude and ChatGPT read-only access to your figures
- Scheduled reports and alerts by email, Slack, Teams, Google Chat or Discord
- Unlimited users with read-only, contributor or admin rights, company by company