Treasury

Manage your treasury from start to finish. Synchronize your banks and display your statement automatically in Holded. Conciliate the movements or put the autopilot and Holded will connect to your banks and post your purchases for you.


Macbook Pro con tesorería Holded

Connect your banks

Enter your access data to your online banking and synchronize your bank statement directly in Holded. In addition you can activate the automatic option and Holded will synchronize your movements every few minutes. Get a visual look at the balance and movements of your bank.

Connect your bank
Automatic bank reconciliation

Bank reconciliation

Assign the movements of your bank statement to existing payments and collections or to sales and purchase invoices and make sure that everything in your bank has been transferred to Holded. And if you still do not have it posted, do it directly from the bank with the quick creation feature.

Automatic accounting

Enable automatic posting and Holded will automatically count your purchases. Create accounting rules or let Holded learn from your behavior and get your accounts up to the minute without having to do anything.

Automatically post your purchases

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