heelio
- Company typePrivate
- Founded2021
- HeadquartersNeuilly-sur-seine, France
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
heelio firmographics
Firmographics- Name
- heelio
- Legal name
- Heelio SAS
- Website
- https://heelio.io
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
heelio industry classification
Industry- Product category
- Financial Planning & Analysis Software
- akta.pro primary industry
- Budgeting & Cash-Flow Management (FSAGADAA)
Keywords
Where heelio is headquartered
LocationHeadquarters
- HQ city
- Neuilly-sur-seine
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
heelio business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription (Logiciel): Core platform subscription providing treasury management, cash flow tracking, P&L visibility, forecasting, and dashboard capabilities. Billed monthly at €79 HT/month.
- Software + DAF Externalisé (Logiciel + Accompagnement): Premium tier at €550/month HT that bundles the full software platform with 4 hours/month of external CFO support, monthly reviews, personalized financial analysis, optimization services (cash, margins, KPIs), and investor relationship accompaniment. Additional hours at €125 HT each.
- Onboarding & Training Services: Personalized onboarding assistance (starting at €490) to configure the platform to specific business needs, plus expert training (for accountants and DAFs) priced on quote.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Logiciel plan — core platform for financial management at €79/month |
| Subscription | Monthly | Logiciel + Accompagnement plan — platform + 4h/month external DAF support at €550/month |
| Other | Pay-as-you-go | Onboarding accompaniment — personalized setup starting at €490 |
| Other | Pay-as-you-go | Expert Training (for accountants and DAFs) — priced on quote |
| Subscription | Monthly | Base plan from Excel comparison — referenced at €49 HT/month |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
heelio product offering
Product offeringCore offering
Heelio is a cloud-based Financial Planning & Analysis (FP&A) SaaS platform for French small and medium business leaders (TPE/PME). It unifies four modules — Trésorerie (cash management), Compta (accounting visibility), Prévisionnel (forecasting), and Indicateurs (dashboards) — connecting bank accounts and accounting software via API to deliver AI-powered transaction categorization, automatic 30/60/90-day cash flow forecasts, and estimated P&L visibility without accounting expertise. The product is sold primarily through monthly subscriptions, with a premium tier bundling fractional external CFO (DAF) accompaniment.
Product overview
Heelio is a unified financial management platform for SMEs consisting of four integrated modules: Trésorerie (Treasury), Compta (Accounting), Prévisionnel (Forecast), and Indicateurs (Indicators). These modules work together to provide complete financial visibility, combining cash management with accounting data and intelligent forecasting. The platform is offered through tiered pricing plans: a core Software plan (€79/month) for self-service access, a Software + Accompagnement plan (€550/month) adding dedicated DAF support, and optional add-on services for onboarding assistance and professional training. All modules share a common data layer with automatic synchronization between bank accounts and accounting software.
Differentiator
Problem solved
Functional benefit
Products and services
- Module Trésorerie (Treasury Module) Treasury management module that connects to bank accounts in two clicks, automatically categorizes expenses using AI, and displays cash inflows and outflows month by month with real vs. forecast comparisons. Includes monthly/quarterly/annual tracking tables, configurable comparisons, and table/graph views. Targeted at non-accountant TPE/PME business leaders.
- Module Compta (Accounting Module)
- Module Prévisionnel (Forecast Module)
- Module Indicateurs (Indicators Dashboard Module)
- Accompagnement prise en main (Personalized Onboarding)
- Formation experts-comptables & DAF (Professional Training)
Quantifiable outcome
- 200+ directors actively using the platform
- +4 more outcomes
Companies that use heelio
Customer profileNamed customers12 records
Segments2 records
Ideal customer profiles2 records
heelio technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability4 records
Feature5 records
heelio partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and minor.
- PennylanecorePennylane is listed as one of the accounting software integrations supported by Heelio, enabling direct API connection for automated data synchronization between Heelio's treasury platform and Pennylane's accounting system.
- MyUnisoftcoreMyUnisoft is listed as a supported accounting software integration, allowing Heelio to automatically sync financial data with users' MyUnisoft accounting records.
- QontocoreQonto is listed as a supported bank/accounting integration, enabling Heelio to connect to Qonto accounts for automated treasury tracking and cash flow management.
- FLAGminorFLAG is listed among Heelio's partner networks, trusted to accompany their members and clients with Heelio's financial management solution.
- LeanominorLeano is listed among Heelio's partner networks supporting their members and clients.
- CECCAminorCECCA is listed among Heelio's partner networks, appearing also as a customer case study in the resources section.
- TrezominorTrezo is listed among Heelio's partner networks supporting their members and clients.
- Village (Neuilly)minorVillage is listed among Heelio's partner networks in Neuilly-sur-Seine, supporting their members and clients.
- Neuilly LabminorNeuilly Lab is listed among Heelio's partner networks, supporting their members and clients.
- HandilabminorHandilab is listed among Heelio's partner networks supporting their members and clients.
- Réseau EntreprendreminorRéseau Entreprendre is listed among Heelio's partner networks supporting entrepreneurs and their clients.
- DFCGminorDFCG is listed among Heelio's partner networks, a professional association for CFOs and financial directors.
- France FinTechminorFrance FinTech is listed among Heelio's partner networks, the French fintech industry association.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
heelio competitors and assessment
Company assessmentDirect peers
- Agicap: Agicap is the leading French cash flow management and treasury platform for SMBs. Heelio explicitly compares against Agicap on its own comparison pages, indicating they target the same TPE/PME buyer with overlapping cash flow forecasting and treasury features.
- Fygr: Fygr is a French cash flow and financial management tool for SMBs, explicitly listed by Heelio as a comparison competitor. Both target non-accountant business directors with simplified cash visibility and forecasting features.
- Indy: Indy is a French all-in-one accounting, billing, and financial management platform targeting freelancers, TPE, and small businesses. It overlaps with Heelio on financial visibility for non-accountant business owners in the same French SMB segment.
- Dougs: Dougs is a French online accounting and financial management service for SMBs and freelancers. Like Heelio, it serves business directors seeking clarity on their financial position without deep accounting expertise.
- Jirav: Jirav is an FP&A platform purpose-built for SMBs and mid-market companies, offering forecasting, budgeting, and dashboards. It is the closest international functional analog to Heelio's FP&A + cash flow + dashboard stack.
- Float: Float is a cash flow forecasting and management platform for SMBs and finance teams, connecting to accounting and banking sources. It mirrors Heelio's cash flow forecasting and bank/accounting sync approach for a comparable SMB segment.
- LiveFlow: LiveFlow is an FP&A and cash management tool for SMBs that integrates with QuickBooks/Xero and Google Sheets. It shares Heelio's positioning of making FP&A accessible to non-accountant business leaders at the SMB level.
Broad incumbents
- Pennylane: Pennylane is a leading French accounting and financial management platform for SMBs and is also a core integration partner of Heelio. It offers a broader accounting suite with growing FP&A features, making it both a partner and a likely future competitor as it expands into cash flow and forecasting.
- Sellsy: Sellsy is a French all-in-one SaaS suite for SMBs combining CRM, invoicing, billing, and financial management. It competes for the same French SMB director persona seeking integrated financial visibility, though Sellsy's core is broader sales/billing rather than FP&A.
Emerging players
- Lucca: Lucca is a French SaaS suite for SMBs covering HR, expense management, and financial workflows. It overlaps with Heelio on financial process automation for French mid-market and SMB customers, though Lucca is broader in scope.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights7 records
Customer concentration
heelio social profiles
Digital presenceheelio compliance and trust
Trust signalCompliance2 records
heelio financial estimates
Financial estimateRevenue estimate
Valuation estimate
heelio leadership team
Management profileNumber of profiles
Profiles1 record
heelio funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
heelio 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 heelio
What does heelio do?
Heelio is a cloud-based Financial Planning & Analysis (FP&A) SaaS platform for French small and medium business leaders (TPE/PME). It unifies four modules — Trésorerie (cash management), Compta (accounting visibility), Prévisionnel (forecasting), and Indicateurs (dashboards) — connecting bank accounts and accounting software via API to deliver AI-powered transaction categorization, automatic 30/60/90-day cash flow forecasts, and estimated P&L visibility without accounting expertise. The product is sold primarily through monthly subscriptions, with a premium tier bundling fractional external CFO (DAF) accompaniment.
Is heelio a public or private company?
heelio is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was heelio founded?
heelio was founded in 2021. It employs 1 to 10 people.
Where is heelio based?
heelio is headquartered in Neuilly-sur-seine, France, in the Europe region.
How does heelio make money?
Three revenue lines are on record. Software Subscription (Logiciel) is the primary driver. The others are software + DAF Externalisé (Logiciel + Accompagnement) and onboarding & Training Services.
Who are heelio's main competitors?
Direct peers on record are Agicap, Fygr, Indy, Dougs, Jirav, Float and LiveFlow. Broad incumbents are Pennylane and Sellsy. Lucca is listed as an emerging player.
Does heelio have an API?
No public API is recorded for heelio.
What industry is heelio in?
heelio's product category is Financial Planning & Analysis Software. Its primary akta.pro industry code is FSAGADAA, Budgeting & Cash-Flow Management.