Automatic bookkeeping.Now with AI.
The AI reads your invoices, drafts the entries and reconciles the bank. You review and approve, with your accountant working in the same account.
Over 900,000 users already trust Holded
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Automated accounting
Journal entries generated automatically
Every invoice, expense or payment automatically generates its journal entry. Forget manual data entry and reduce errors.
Solar Tech Inc.
450 Ocean Dr
Miami Beach, FL 33139
Invoice
Number
ST0012323
Client
Project Volta LLC
Miami, FL 33139
Total
$109.14
Item 1
Catalog design
Item 2
Printing and finishing
Subtotal · $102
Sales tax (7%) · $7.14
Total · $109.14
1You send the invoice
2The entry is created
3Your books, up to date
Automatic entries
Every document you create or receive generates its corresponding journal entry in real time.
Customizable chart of accounts
Adapt the chart of accounts to your business needs. Start from a ready-to-use structure and shape it to fit.
Linked to source documents
Every entry stays connected to its invoice or expense. Drill down to the original document with one click.
Shared with your accountant
Invite your accountant or CPA firm with the right permissions. Comment, review and close the books together.
Keep your accounting always up to date
Bank reconciliation
Connect your bank and Holded will automatically match transactions with your invoices and expenses. You just confirm.
Taxes
Everything ready for your taxes in a couple of clicks
Holded prepares the reports you need for your taxes automatically from your invoicing and expenses. Review them, download them and share them with your accountant without leaving the platform.
Reports ready for tax time
Sales, expenses and sales tax collected and paid are calculated automatically from your invoicing and expense data.
Export and share
Export your reports as PDF or Excel, or share them directly with your accountant or CPA.
Tax report
Sales tax · Q1 2026
- 01Taxable salesAuto$18,420.00
- 03Sales tax collected$1,289.40
- 07Deductible purchases$6,150.00
- 08Sales tax paid$430.50
To pay
$858.90
Due date
04/20/2026
Year-end close
Close the fiscal year with confidence
Automatically generate your year-end statements: balance sheet, income statement, notes and more.
Automatic generation
Year-end statements are generated from the accounting data of the fiscal year. No need to re-enter information.
Download and share
Download your year-end accounts in a ZIP file, ready for your accountant or your tax return.
New annual accounts
Discover how Holded can simplify your accounting
Collaborative accounting
Work with your accountant on the same platform
Share access with your accountant or accounting firm so they can review, validate and close the accounts directly in Holded.
Accountant access
Invite your accountant with a dedicated profile. They can view and manage your accounting without you losing control.
Cloud-based information
All information is centralized in the cloud. No more exchanging files by email or dealing with outdated versions.
Norte Studio
You + Vera Accounting · online now
Shared journal · March
Q1 2026- #0142Invoice INV-2042 · sale$2,400Validated
- #0141Office supplies · Amazon$780Validated
- #0140Sales tax · March$457Pending
Vera Accounting · just now
"Validated and ready for the quarterly close."
Customers
Teams who moved their books to Holded don't go back
“Since Holded is such an intuitive tool, we can easily keep our accounting up to date and have reports quickly and reliably”.
Vera Merx
Founder of Van Veer
Verified customer reviews
Bend Holded around your stack
Ship custom workflows fast. A clean REST API, real-time webhooks, official SDKs and an MCP server let your engineers integrate, automate and extend Holded without ceremony.
REST API
Resource-oriented endpoints, predictable JSON, OpenAPI spec.
Real-time webhooks
Subscribe to invoice, deal and inventory events with retries.
Official SDKs
TypeScript, Python, Go, PHP, typed clients, generated from spec.
MCP server
Wire Holded into Claude, Cursor and any LLM agent in minutes.
// Create an invoice from any backend. const res = await fetch( "https://api.holded.com/api/invoicing/v1/documents/invoice", { method: "POST", headers: { "key": apiKey }, body: JSON.stringify(payload), } ); const invoice = await res.json(); // → { id: "inv_018ZK...", status: "created" } ▶
Explore every accounting feature
Dive deeper into each capability of Holded accounting
Holded gives you even more
Accounting is just the beginning. Connect your entire business management.
Frequently asked questions
It is software that automates the recording of accounting operations: journal entries, balances, financial reports and tax summaries. It lets you manage your company's accounting efficiently and error-free.
Yes. Holded automates the bulk of accounting work, so you do not need to be an expert. That said, many businesses use it alongside their accountant for added peace of mind.
Yes, Holded automatically calculates sales, expenses and sales tax collected and paid for each period. You just review the reports, download them or share them with your accountant.
Yes, Holded connects with most major banks. Transactions are imported automatically and reconciled with your invoices and expenses.
Yes, you can invite your accountant or accounting firm with a dedicated profile. They can review and manage the accounts without you losing control.
Yes, Holded stays up to date with current tax legislation and updates its reports and templates with every regulatory change, so your books stay compliant.
You can try Holded's accounting software free for 14 days, no card required. After that, plans start at $15 per month and you can cancel anytime.
Yes. Holded handles bookkeeping for independent contractors and small businesses: expenses, invoices, tax-ready reports and free access for your accountant.
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.