As a solopreneur, this reviewer finds Heelio effective for managing finances and annual forecasts. The initial learning curve was a challenge, but support and resources helped to ease the transition.
View Full ReviewHeelio is financial planning and analysis (FP&A) software for SMEs and groups of companies. It connects to your accounting, bank accounts and invoices, and keeps your management P&L, cash and 12-month forecast up to date between closings. Consolidation brings all your companies onto a single grid, whatever their accounting software, with consolidation adjustments, intercompany eliminations and contribution views down to each entity's transactions. The management P&L drills down to the original entry or bank transaction, with actual vs. forecast, year-end landing and forecast scenarios. Adjustments stay in Heelio: nothing is written back to your books. Sources: Pennylane, MyUnisoft and Xero connectors, or a FEC file or Excel export from any accounting software, plus bank accounts synced daily in read-only mode. Nova, Heelio's AI assistant, answers questions about your numbers and cites its sources; Claude and ChatGPT can read them through a read-only connector. Designed for CEOs, CFOs, financial controllers, accounting firms and investors. More than 1,000 users track their numbers in Heelio. Built in France, with data hosted in the EU. Heelio does not do your bookkeeping and does not replace your accountant.
