Smart automation
Let Holded do the repetitive work
AI takes care of your invoices, your bank, your team's reminders and your sales follow-ups. You just decide what stops being your problem.
4.6/5Join over 900,000 users
AI and agents
Upload the invoice and forget the rest
Take a photo of the receipt or forward the supplier's email. Holded's AI reads the supplier, date, taxable base and VAT, proposes the account and creates the journal entry.
Invoice and receipt scanner
Works from your phone or your inbox. Every document is filed next to its journal entry, ready for your accountant.
Automatic expense categorisation
Each expense goes to its category based on what you did with similar ones. Correct one and the AI learns for the next.
Duplicates and anomalies flagged
If a supplier sends the same invoice twice or an amount is out of the ordinary, Holded flags it before booking it.
AI agents
Plug your own agent into Holded
With Holded's MCP server, Claude or whichever assistant you use can look up your invoices, your treasury or your stock and create payments from the conversation. You decide what it can reach.
See the MCP serverYou
Which invoices are still unpaid this month, and which ones are overdue?
Holded
Seven invoices are still open and two are past due. I can send the reminders and tell you which ones already got one.
Automatic bank reconciliation
Your bank reconciles while you work
Connect your bank accounts and every transaction lands in Holded already paired with its invoice or expense. You just confirm.
Connected banks
Transactions sync on their own. No downloading statements or importing files.
Reconciliation rules
Set rules by amount, description or contact so recurring transactions reconcile without going through you.
Learns from your decisions
Every match you confirm or correct improves the next suggestions.
Payment reminders
Get paid without chasing anyone
Schedule a sequence of email reminders before and after the due date. Holded sends them on your behalf and stops as soon as the payment comes in.
Sequence before and after the due date
A friendly note a few days before, another on the due date and as many as you need afterwards. You set the pace.
Templates in your tone
Write each email once, with the invoice details filled in automatically, and reuse it with every client.
Stops when you get paid
When the payment is reconciled, the sequence stops on its own. Nobody gets a reminder for an invoice that is already paid.
Work that repeats
What comes back every month is already done
Some work comes back every month under a different name: the same fee, the same product running out, the same invoice number that is due. Holded gets it done and only pings you when there is something to decide.
Recurring invoicing
Subscriptions, fees and maintenance plans are invoiced on the date you set, with sequential numbering, scheduled delivery and Verifactu registration without you doing anything.
Minimum stock watched
Set a minimum per product and warehouse. When stock drops below that level, you get a notification and create the purchase order for the supplier from the same alert.
Numbering and records up to date
Every invoice goes out with its sequential number and is registered in Verifactu without you thinking about it.
Also in accounting and invoicing
From quote to invoice
When a quote is accepted, you turn it into an invoice in one click, with every line and detail already filled in.
Automatic journal entries
Every invoice, expense or payslip creates its journal entry on the spot. No typing data twice.
Depreciation
Register the asset once and Holded creates the depreciation entries for each period following the table you choose.
Taxes calculated
Forms 303, 111 or 115 are filled in with your invoicing and expense data. You review and file.
Beyond finance
Team, sales and projects run on their own too
Automation does not stop at invoicing. Your team's processes, your sales pipeline and your projects can also keep going on their own, and you switch on only what you want from each module.
Team
Clock-ins, absences and documents up to date without chasing anyone.
Clock-in reminders
If somebody forgets to clock in, Holded reminds them. The hours log arrives complete at the end of the month.
Absences to whoever approves them
Every holiday request reaches its manager, and you get a heads-up when it overlaps with others in the same team.
Expiry alerts
Set an expiry date on contracts and documents and get the alert before they run out, with time to renew.
Sales
From the form on your website into the pipeline, without copying a single field.
Leads straight into the pipeline
The forms on your website create the contact and the opportunity, with their source and details already filled in.
Assignment by rules
Split every lead by territory, product, source or round robin. None of them is left without an owner.
Stage changes that move the rest
When an opportunity moves forward, the next task is created and the right person is notified. Same when the close date gets near.
Projects
They start fully set up and warn you before the date slips.
Projects that start with their tasks
Save a project as a template and the next one starts with tasks, owners and structure ready.
Deadline alerts
Every task reminds whoever owns it of its deadline. Due dates stop depending on memory.
Sprints that close themselves
Whatever is still open when a sprint closes moves to the next one or back to the backlog, however you decide.
Integrations, API and MCP
Connect Holded with everything you already use
Your online store, payment gateway, bank and AI assistant can read and write in Holded without you copying anything by hand.
Public API
Create invoices, contacts or products from your own tools with Holded's REST API, documented and with examples.
Webhooks
Get a notification in your system every time an invoice is created, a payment is collected or stock changes.
Ready-made integrations
Shopify, WooCommerce, Stripe, PayPal, Zapier or Make sync orders, payments and customers with Holded.
MCP for AI assistants
Connect Claude or any other MCP-compatible assistant to your account and ask in plain language: pending invoices, available stock, or create a payment from the conversation.
You decide what gets automated
Automate at your own pace
Each automation switches on separately, and you can ask to be consulted before any change is applied.
Switch each one on separately
Start with the scanner or the reminders and add the rest whenever you like. Every automation has its own switch.
Review before applying
If you prefer control, proposals wait for your confirmation: approve in one click or correct them.
A log of everything it did
Every automatic action is recorded with date, source and result, so you and your accountant know what happened.
Get started in three steps
Nothing complex to configure. Each step takes minutes.
- 1
Connect your sources
Link your bank and forward supplier invoices to your Holded address, or upload them from the app.
- 2
Switch on what you want to automate
Turn on the scanner, reconciliation, payment or clock-in reminders, lead assignment rules or stock alerts. Adjust rules and templates your way.
- 3
Review and confirm
See what Holded did, correct anything that does not fit and let it learn from each decision.
Frequently asked questions
In finance: invoice and receipt capture with AI, expense categorisation, bank reconciliation, payment reminders, recurring invoices, journal entries, depreciation and tax form calculation. Outside finance: clock-in reminders, absence requests that reach the right manager, contract expiry alerts, leads that land in the pipeline and get assigned by rule, deadline alerts in projects and stock alerts with their purchase order. Each one switches on separately.
Only if you decide so. You can let the AI book directly or have it leave each document pending your confirmation. Either way, there is a log of what was done.
You connect your bank and Holded receives the transactions. For each one it looks for the invoice or expense that matches by amount, date and contact, and proposes it. With reconciliation rules, recurring transactions reconcile without your intervention.
No. As soon as the payment is recorded or reconciled with the bank, the sequence for that invoice stops. Only invoices that are still outstanding receive reminders.
MCP (Model Context Protocol) is a standard that lets AI assistants such as Claude connect to your applications. With Holded's MCP server you can look up invoices, contacts, treasury or stock and create payments from the conversation. You need an account with API access enabled.
Yes. Invoicing, accounting, treasury, CRM, projects, team and inventory share the same data, so an automation can start in one module and finish in another: a won opportunity turns into an invoice and creates its journal entry, the month's clock-ins feed payroll and its cost reaches accounting, and a product below its minimum proposes the order to the supplier. You switch on each module's automations separately.
The offer
14 days free and half price for the first 3 months
- Every automation included, with no separate module and no extra cost
- Invoicing, accounting, banks, inventory, projects, CRM and team
- Open API, webhooks and MCP to connect what you already use
- Assisted data import at no cost
- Support by chat and phone
Business plans from
14,50 €29 €per month
for the first 3 monthsLimited-time offer
14 days free and no card. You pick a plan once you see it works for you, and you change or cancel whenever you want.
Start now
Enter your work email and you are in. No card.