Invoice, get paid and close the month. No headaches.
The invoicing and accounting software for freelancers and SMBs that automates how you run your business
Miami Taxi Co. LLC
1000 Demo Ave · FL 33130 Miami
Client
Hotel Bayside Inc.
FL 33139 Miami Beach
59-3287104
Total
$1,761.22
Airport transfers (MIA)
Executive service, round trip, 10 rides.
Hourly service
Four hours on call in Miami Beach.
Payment information and details
Payment by bank transfer.
Reviewed by your accountant
J. Smith · 10/12/2026
Categorization
Theme
4.6/5Join over 900,000 users
Invoicing
Invoice in two clicks, no headaches
Holded takes the stress out of invoicing: you create, send and get paid from one place, and every invoice is tax-compliant without extra work.
Quotes and invoices, sent in one click
Turn an accepted quote into an invoice and email it from Holded. You'll know when it's opened and when you get paid.
Your data, always safe and up to date
Client, products, bank details and taxes fill in on their own, and your invoices are stored in the cloud, backed up and ready for the tax authority.
Scan it and forget it
Send them in however you like and Holded's scanner reads supplier, date, amount and taxes for you. Free, with no extra work.
From your computer
Drag one file or a whole folder and drop it into Holded.
From your inbox
Forward the supplier email and it arrives already scanned.
From our app
Snap a photo of the receipt on iOS or Android and it syncs straight away.
For you and your whole team: everyone uploads their own expenses and you see them right away.
Accounting
Invoice, and let the accounting take care of itself
Every invoice you send or get paid is booked the moment it happens: journal entries, bank reconciliation and ready-made reports, no accounting knowledge needed.
Books up to date without touching an entry
Holded creates the entries for you when you invoice, get paid or pay a bill. You review only what you want to, and your accountant sees it all in real time.
Know how your business is doing, every day
Income, expenses and what's left over: reports that update on their own, so you don't wait for the quarter to close.
Treasury
Your banks connected, your money under control
Connect over 200 banks and see every transaction in real time. Everything is reflected in your accounting with no manual work, so you always know how much you have and where it goes.
Bank reconciliation with AI
Every bank transaction is booked on its own, whether or not there is an invoice behind it. The AI proposes how to record it, learns from your choices, and you only confirm what is left.
All your expenses under control
Cards, subscriptions, receipts and supplier bills in one place, categorized as they happen, with a cash flow forecast that updates on its own.
A new kind of ERP
Start with invoicing, grow your business
As easy as an invoicing app, as complete as an ERP.
- 1
Truly all in one
Invoices, accounting, banks, projects and team on the same data.
- 2
AI that works for you
Reads expenses, proposes entries, reconciles the bank and flags drifts.
- 3
Connected to your world
Over 200 banks, your online store and your accountant, inside Holded.
Explore integrations
CRM
All your clients, in one place
A profile for every client with their details, emails, calls, quotes and invoices. You know where each relationship stands without checking three tools.
Every conversation, saved on the profile
Send emails from Holded and they're logged next to calls, notes and tasks. Anyone on the team picks up the thread where you left it.
From opportunity to invoice
Move a deal to "Won" and the invoice goes out the same day, with the client already set up. Forecasts update on their own.
HR & Payroll
All your HR, in one place
Contracts, time tracking, payroll, and your books update themselves.
Digital clock-in
Mobile, geofenced, compliant. Hours flow straight into payroll and projects.
Payroll, automated
Run payroll with all the tax filings included. Digitize payslips from any country and they post to your books automatically.
Time off and absences
Your team requests time off from their phone, you approve in one click, and balances flow into payroll and projects on their own.
Projects
Every project, with its hours and its margin
Tasks, time and costs in the same place as your invoices, so you know which projects make you money and which do not.
Boards and tasks for the whole team
Organize work as a kanban or a list, assign tasks and follow progress without status meetings.
Hours that turn into invoices
Every logged hour adds to the project. Bill by the hour or by milestone in one click, with nothing to retype.
Profitability in real time
Compare budget, hours and expenses for each project and catch the ones drifting off course early.
Inventory
Your stock up to date, across every warehouse
Every sale, in store or on your e-commerce, updates stock the moment it happens. You know what you have, where it is and when to reorder.
Real-time stock
Invoices, orders and packing slips move inventory on their own. No manual counts, no spreadsheets.
Connected to your online store
Sync products, stock and orders with Shopify, WooCommerce or PrestaShop. Sell on several channels without selling what you do not have.
Reorder alerts
Set a minimum per product and get a heads-up before you run out.
One platform
All of this, in the same app
Team, inventory, projects and CRM are not separate programs: they live inside Holded, share your data and connect to your books.
Team
Empower and organize your team with the best HR tools.
Inventory
Monitor your inventory in real time and control your sales cycles.
Projects
Plan each step, visualize the goal and calculate the profitability of your projects.
CRM
Manage opportunities with a personal touch thanks to a CRM that closes deals.
Open by design
Holded gets along with everything you use
Your website, your online store, your tools and even your AI assistants can talk to Holded. No manual work, no duplicated data.
Why Holded
Why choose Holded
Six reasons, no fluff.
“The entire company speaks the same language thanks to Holded”.
Ander Mendez
CEO of Osito & Co.
For accountants
Are you an accountant? Holded is for you too
Manage all your clients' accounting from a single platform. Collaborate in real time, reduce errors and stay connected with your clients, no more spreadsheets or endless emails.
What makes the difference
Four features that save you hours every week.
Integrations
Connects with your favorite tools
Stripe, Shopify, Slack, HubSpot and 200+ apps, kept in sync with Holded with no manual work.
What our customers say
No fine print
- No lock-inCancel whenever you want, no penalties.
- Free data migrationImport contacts, products and invoices. We help you.
- Support in your languageChat and help in English or Spanish.
- Your accountant includedFree access for your accountant or CPA on every plan.
- Nothing to install100% cloud-based, with automatic updates.
- Your data, safeDaily backups and bank-level encryption.
Always by your side
Frequently asked questions
You can try Holded free for 14 days, no card required. After that, plans start at $15 per month and you can cancel anytime.
Yes. Holded is built for freelancers and small businesses alike: invoices, expenses, taxes, banks and CRM in one place, with free access for your accountant.
Yes. Holded numbers your invoices sequentially, backs up every document in the cloud and leaves it ready for your accountant and your tax return, with nothing to configure on your side.
Yes. Import contacts, products and invoices from Excel or from other tools. If you need it, our team helps you migrate at no cost.
Yes. Holded has iOS and Android apps: invoice, scan receipts, clock in and check your cash from anywhere. Everything syncs instantly with the web version.
Yes, for free. Invite your accountant with read-only or full collaboration access: they see your invoices, expenses and books in real time, no emails needed.
Yes. Holded connects to more than 100 banks. Transactions come in on their own and are matched to your invoices automatically.
Nothing gets deleted. After 14 days you pick the plan that fits and carry on where you left off. If you do not continue, your data stays saved in case you come back.
The offer
14 days free and half price for the first 3 months
- Invoicing, accounting, banking, inventory, projects, CRM and team
- E-invoicing included and kept up to date
- Free access for your accountant
- Assisted data import at no cost
- Support by chat and phone
Company plans from
$14.50$29a month
for the first 3 monthsLimited-time offer
14 days free and no card. You pick a plan once you see it works, and you change or cancel whenever you want.
Start now
Put in your work email and go. No card.