---
title: Heelio Reviews
meta_title: 'Heelio Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Heelio works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-09-05'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Heelio Reviews
**Vendor:** Heelio  
**Category:** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Heelio
Heelio est le logiciel français de pilotage financier pensé pour les dirigeants de TPE-PME qui pilotent encore leur boîte sur Excel et leurs relevés bancaires. Quatre modules interconnectés, opérationnels en 10 minutes : - Trésorerie : synchronisation bancaire, catégorisation automatique des flux (règles + IA), vues mensuelle, trimestrielle et annuelle. - Compta : compte de résultat en temps réel, marges, EBITDA, traçabilité jusqu'à l'écriture. - Prévisionnel : projection de trésorerie à 12 mois, scénarios, suivi des écarts vs réalisé. - Indicateurs : dashboards personnalisables et partageables (associés, banquier, investisseurs). - Intégrations natives : Pennylane, MyUnisoft, Qonto, vos banques, Excel. Consolidation multi-sociétés sans ERP. Et si vous voulez aller plus loin, l'option DAF externalisé ajoute 4 h de direction financière par mois. Vous saurez enfin si vous pouvez embaucher, investir, emprunter… ou vous payer.




## Heelio Reviews
  ### 1. Perfect for my consulting business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clément d. | Fractional Head of Growth (freelance), Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 04, 2026

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

I’m a solopreneur working as a freelancer through my own consulting company. I use Heelio to better understand my company’s finances and to get a clearer view of my annual forecasts.

**What do you dislike about Heelio?**

I’m generally very satisfied with Heelio. The first few days were a bit challenging because I’m not a finance professional, so I needed some time to learn the interface and get comfortable with the features. After that initial ramp-up period, and thanks to Heelio's own ressources and reactive support, everything now runs very smoothly.

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

I have a very clear view of my P&L, which helps me make sure my consulting company is as profitable as possible. It also allows me to identify and eliminate unnecessary costs. I can quickly see which customers bring in the most revenue, and I can track how my company is growing throughout the year, with enough detail to check whether I’m on track to achieve my yearly revenue results.



- [View Heelio pricing details and edition comparison](https://www.g2.com/products/heelio/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-07+10%3A45%3A33+-0500&secure%5Bsession_id%5D=05e7ae07-d49d-4f7a-8cd7-b85f9e2fc25c&secure%5Btoken%5D=66c497b70b194504f74d90a10e43169d44c5003859f8b4ae1b69cf1a62eea227&format=llm_user)

## Heelio Features
**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Cash Flow Management**
- File Exports
- Income and Expenses
- Track Cash Flow

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Cash Flow Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Reports
- Forecast Comparison
- Forward Looking

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Financial Data Transfer**
- Data Transfer
- Data Exchange
- Reporting
- Access
- Integration

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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