Helu.io
Helu.io is a Vienna-based fintech that provides a cloud-based FP&A platform for SMEs, scale-ups, and startups in the DACH region, automating financial reporting and planning through certified DATEV integration.
- Company typePrivate
- Founded2020
- HeadquartersVienna, Austria
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Helu.io does
Helu.io is a Vienna-based fintech, founded in 2020 by former Speedinvest partner Franz Salzmann, that operates a cloud-based financial planning and analysis (FP&A) platform targeting SMEs, scale-ups, and startups in the DACH region (Germany, Austria, Switzerland). The platform comprises three integrated modules — Analyze (automated P&L, cash flow, and balance sheet reporting with cost center analysis), Plan (rolling budgets, scenario planning, and liquidity monitoring), and Collaborate (role-based access, KPI alignment, and multi-entity consolidation) — underpinned by a certified DATEVconnect integration that enables real-time synchronization of DATEV accounting data with full GDPR/DSGVO compliance and ISO/IEC 27001 certified infrastructure.
The product is offered through four tiered subscriptions (Business, Professional, Premium, Enterprise) with add-ons for DATEV connectivity and legal entity consolidation, complemented by professional services delivered through consulting partners Numbersquare and Torq. Helu employs a hybrid go-to-market motion combining a 14-day self-serve free trial with sales-assisted enterprise demos and weekly group demonstrations, addressing CFOs, controllers, founders, and finance teams. Distribution is augmented by the DATEV Marketplace and integrations with HubSpot, Salesforce, Personio, and Sage.
The company has raised approximately €14.8 million across a €5M seed round (July 2021, Atlantic Labs) and a $10M Series A (July 2022, CommerzVentures-led with IRIS and Speedinvest), with named customers including Lufthansa Innovation Hub, Sanity Group, wealthpilot, Hella Forvia/Ignite, ECBF, Coco Finance, Diener Implants, and Blue Ocean Spine. Helu states a strategic ambition to become Europe's standard for SME financial management.
Helu.io firmographics
Firmographics- Name
- Helu.io
- Website
- https://helu.io
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Helu.io is a Vienna-based fintech that provides a cloud-based FP&A platform for SMEs, scale-ups, and startups in the DACH region, automating financial reporting and planning through certified DATEV integration.
- Ownership category
- akta.pro rank
Helu.io industry classification
Industry- Product category
- Financial Planning & Analysis Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)
Keywords
Where Helu.io is headquartered
LocationHeadquarters
- HQ city
- Vienna
- HQ country
- Austria
- HQ region
- Europe
Offices1 record
Markets served
Helu.io business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription Plans: Tiered subscription model with Business, Professional, Premium, and Enterprise tiers. Pricing based on number of reports, pivot tables, exports, and seats. Additional add-ons available for DATEVconnect and Legal Entities.
- Professional Services: Personal consulting and implementation services offered through Numbersquare and Torq partnerships for onboarding, analysis, and optimization.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Business: 3 Reports, 3 Pivot Tables, 3 Exports/month, 1 Seat |
| Subscription | Monthly | Professional: 10 Reports, 10 Pivot Tables, 10 Exports/month, 3 Seats with KPIs and Dashboard |
| Subscription | Monthly | Premium: 30 Reports, 30 Pivot Tables, 30 Exports/month, 10 Seats with full features |
| Subscription | Multi-year contract | Enterprise: Custom account setup and consultation |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Helu.io product offering
Product offeringCore offering
Helu.io provides a cloud-based Financial Planning & Analysis (FP&A) SaaS platform designed for SMEs, startups, and scale-ups in the DACH region. The platform comprises three integrated modules—Analyze (financial reporting and KPI benchmarking), Plan (budgeting and forecasting), and Collaborate (team collaboration and consolidation)—with a certified DATEV integration that enables real-time synchronization of accounting data and automated P&L, cash flow, and balance sheet reporting.
Product overview
Helu.io is a unified FP&A (Financial Planning & Analysis) SaaS platform designed for SMEs, startups, and scale-ups in the DACH region. The platform comprises three core integrated modules: Analyze (financial reporting and KPI benchmarking), Plan (budgeting and forecasting), and Collaborate (team collaboration and consolidation). Key features include automated P&L, cash flow, and balance sheet reporting, cost center analysis, rolling budgets, scenario planning, and real-time DATEV integration via the certified DATEVconnect interface. The platform is offered through four pricing tiers (Business, Professional, Premium, Enterprise) with add-ons for DATEV connectivity and multi-entity consolidation. The company aims to become Europe's standard for SME financial management.
Differentiator
Problem solved
Functional benefit
Products and services
- Analyze Financial analysis module enabling customizable dashboards, automated report generation (P&L, cash flow, balance sheet), KPI benchmarking, and dynamic data visualization with preset and custom widgets. Provides granular cost center analysis with discrepancy detection and customizable data structures (Data Blocks) used across all reports and analyses.
- Plan Financial planning module providing rolling budgets, scenario building for what-if analysis, plan vs. actuals comparisons, liquidity monitoring, and collaborative budgeting with editable cells and customizable timeframes. Released as part of the 2023 expansion to support budget planning.
- Collaborate Team collaboration module enabling multi-user workspace access, role-based permissions, push notifications, KPI alignment, and consolidated reporting across departments and subsidiaries. Supports User Access Rights functionality released in 2022 and multi-entity financial consolidation.
- DATEVconnect Certified DATEV interface add-on enabling real-time synchronization of accounting data, automatic report updates, and certified data exchange with German/Austrian tax advisors and accounting systems. Available as a separate add-on for Professional and Premium subscription plans.
Quantifiable outcome
- 50% reduction in reporting time
- +3 more outcomes
Companies that use Helu.io
Customer profileNamed customers13 records
Segments4 records
Ideal customer profiles3 records
Helu.io technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability1 record
Feature6 records
Helu.io partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- DATEVcoreOfficial DATEV-Marktplatz Schnittstellen Partner since 2022. Certified DATEV interface enables real-time synchronization of accounting data. Strategic partnership providing exclusive integration capabilities that are central to Helu's value proposition.
- FFG (Austrian Research Promotion Agency)minorFFG (Forschungsförderungsgesellschaft) provides funding support to Helu as an innovative Austrian fintech company.
- NumbersquareminorNumbersquare partnership enables professional management, analysis, and optimization of Helu reporting data. Part of comprehensive service offering for company growth support.
- TorqminorTorq partnership provides expert analysis and optimization of scaling potential using Helu's real-time data and automation capabilities.
Scale indicators10 records
Recent moves12 records
Expansion highlights6 records
Helu.io competitors and assessment
Company assessmentRegional players
- Agicap: Lyon-based cash flow and financial planning SaaS for SMBs across Europe. Comparable on target segment (SME finance teams) and core use cases (planning, reporting), but anchored in France rather than DACH.
Direct peers
- LucaNet: Berlin-based FP&A and consolidation software vendor with strong DACH enterprise footprint. Directly comparable to Helu on FP&A, consolidation, and reporting workflows; serves a similar SMB/mid-market customer base and competes for the same DATEV-driven buyer.
- Jedox: Freiburg-based EPM/FP&A vendor offering planning, budgeting, and analytics. Comparable to Helu's planning and forecasting module; competes in DACH mid-market FP&A with a more established international footprint.
- Fathom: FP&A and financial analysis tool for SMBs and accountants, with strong visual reporting and KPI benchmarking. Comparable to Helu's Analyze module and its SMB/SMB-advisor-led GTM motion.
- Causal: Cloud FP&A platform focused on modeling, scenario planning, and reporting for startups and SMBs. Directly comparable to Helu on target customer (early-stage and growth-stage companies) and core use cases (planning, reporting, scenario analysis).
- Finmark: FP&A platform purpose-built for startups and high-growth companies, covering budgeting, forecasting, and board reporting. Directly comparable to Helu's startup/scale-up segment and core FP&A use cases.
- Pigment: Modern cloud-native FP&A platform targeting business teams with scenario planning and forecasting. Comparable to Helu's Plan module and to the broader evolution path Helu is pursuing from reporting to full FP&A.
- Corporate Planning: Hamburg-headquartered FP&A and corporate performance management vendor with deep DACH roots. Directly comparable on budgeting, planning, and financial controlling for SMEs and mid-market — Helu's natural on-region competitor.
Broad incumbents
- Anaplan: Global enterprise connected planning platform with broad EPM/FP&A coverage. Not a niche specialist, but competes for the same enterprise FP&A budget Helu targets as it moves upmarket.
- SAP (SAP Analytics Cloud / S/4HANA Finance): Global ERP and analytics incumbent with embedded FP&A and EPM capabilities. Anchors many DACH enterprises today and is the default alternative Helu displaces in mid-market and enterprise deals.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Helu.io social profiles
Digital presenceHelu.io compliance and trust
Trust signalCompliance2 records
Helu.io financial estimates
Financial estimateRevenue estimate
Valuation estimate
Helu.io leadership team
Management profileNumber of profiles
Profiles2 records
Helu.io funding detail
Funding detailFunding overview
Funding rounds2 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Helu.io M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Helu.io
What does Helu.io do?
Helu.io provides a cloud-based Financial Planning & Analysis (FP&A) SaaS platform designed for SMEs, startups, and scale-ups in the DACH region. The platform comprises three integrated modules—Analyze (financial reporting and KPI benchmarking), Plan (budgeting and forecasting), and Collaborate (team collaboration and consolidation)—with a certified DATEV integration that enables real-time synchronization of accounting data and automated P&L, cash flow, and balance sheet reporting.
Is Helu.io a public or private company?
Helu.io is a private company. It is classified as venture growth investor backed and is currently operating.
When was Helu.io founded?
Helu.io was founded in 2020. It employs 11 to 50 people.
Where is Helu.io based?
Helu.io is headquartered in Vienna, Austria, in the Europe region.
How does Helu.io make money?
Two revenue lines are on record. Subscription Plans are the primary driver. The others are professional Services.
Who are Helu.io's main competitors?
Agicap is listed as a regional player. Direct peers are LucaNet, Jedox, Fathom, Causal, Finmark, Pigment and Corporate Planning. Broad incumbents are Anaplan and SAP (SAP Analytics Cloud / S/4HANA Finance).
Does Helu.io have an API?
No public API is recorded for Helu.io.
What industry is Helu.io in?
Helu.io's product category is Financial Planning & Analysis Software. Its primary akta.pro industry code is HDAEAEAK, Enterprise Performance Management (EPM) & FP&A Platforms. Its NAICS code is 51821 and its SIC code is 7372.