The automation your firm was waiting for
Scan, validate and book your clients' invoices in seconds with Holded AI.
No credit card required · Setup in minutes
400+
Partner firms
10K+
Clients managed
95%
AI accuracy
Smart scanner
A scanner that digitizes all your clients' expenses
Upload any receipt or invoice and let Holded AI digitize the content. No manual typing, no matter what accounting software your clients use, no errors. Your firm just needs to review and validate.
Upload any document
PDF, image or directly from your clients' email. The system processes and classifies them automatically.
Automatic digitization
AI extracts all relevant data from the document without manual intervention.
Compatible with any software
No matter what accounting software your clients use. Holded adapts to your workflow.
AI accounting
An AI that understands accounting and works with you
Holded AI automatically recognizes data such as suppliers, dates, amounts and taxes and creates the necessary accounting entries. Of course, the final control is always yours: review and adjust with complete flexibility.
Smart recognition
Identifies suppliers, dates, amounts and taxes from each document automatically.
Automatic journal entries
Creates the necessary accounting entries and proposes the correct posting for each invoice.
Full control
Review, adjust and approve before posting. The AI proposes, you decide.
Centralized portal
All your clients at a glance
Get a global view from a single portal. Review the overall status or dive into each client's details to check their documents. Centralized management to work faster, without duplicates or complications.
Global overview
A single portal to see the status of all your clients at a glance.
Client details
Access each client's details to review documents, invoices and accounting status.
No duplicates
Holded automatically detects possible duplicates and errors before posting.
“Holded is radical: you combine 4 steps into one and have full control from day one.”
Javier Díaz
CEO - Founder of Exentys Asesores
Scan, digitize and simplify your work
More operational advantages for your firm
Compatible with other software
Documents digitized through the scanner are easily exported and compatible with any accounting software your clients use.
Automatic bank reconciliation
If your clients use Holded, forget about manual reconciliation. Being integrated, documents and bank movements are automatically linked.
Collaborative work
Collaborate with your clients on Holded, the cloud invoicing software, and exchange information and documents in real time.
The best AI and more advantages only for Partner Firms
Join a community of professional accounting firms that use Holded to automate processes, digitize operations and deliver more value to their clients.
Frequently asked questions
Yes. You can manage documentation, scan receipts and invoices and book their invoices directly from your account. And if your clients also use Holded, the workflow is even smoother: all information syncs in real time, you can even do automatic bank reconciliation.
This feature is exclusively available for Holded Partner Firms. If you're not yet a Partner, you can join the program to access this and other exclusive tools that help you digitize your firm and automate accounting processes.
Holded's artificial intelligence analyzes each document, recognizes supplier, amount and taxes, and proposes the correct journal entry. You always have control: review, adjust and approve before posting.
Holded automatically reviews each invoice's data and alerts you if it finds possible duplicates or errors before posting, to avoid repeated records.
You can upload receipts, invoices, tickets and other expenses in PDF, image or directly from emails your clients send you. The system processes and classifies them by company automatically.
Yes. Today you can export accounting information to Excel, A3 and Sage to keep your workflow connected with the tools your firm already uses.
Automate your firm with AI
Start digitizing your clients' accounting today.