---
title: Helio Reviews
meta_title: 'Helio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Helio works for a business like yours.
aggregate_rating:
  rating_value: 3.8
  review_count: 2
  scale: '5'
date_modified: '2026-06-21'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# Helio Reviews
**Vendor:** CircleUp  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)  
**Average Rating:** 3.8/5.0  
**Total Reviews:** 2
## About Helio
Helio is an online marketplace that links accredited investors with consumer product and retail companies.




## Helio Reviews
  ### 1. Effective and efficient product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2019

**What do you like best about Helio?**

I like that CircleUp has worked with key players in the consumer industry and that gives them credibility.

**What do you dislike about Helio?**

I need to spend more time working with the company to get the full picture of how they are working with some of these consumer companies.  That will help narrow future usage to the best opportunities.

**What problems is Helio solving and how is that benefiting you?**

We work with consumer products companies and it is always helpful knowing what companies are being recognized and funded by the industry.



- [View Helio pricing details and edition comparison](https://www.g2.com/products/circleup-helio/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-14+01%3A25%3A08+-0500&secure%5Bsession_id%5D=82840ebb-c516-4bcd-bcb3-8c8f819f7c45&secure%5Btoken%5D=b1440e1d4363eab4e6f2bdefc0a0a8a234b786f265f150abf4e1386ac788ceb0&format=llm_user)

## Helio Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

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