All features
Manage every area of your business from one platform. Invoicing, accounting, treasury, projects, inventory, HR, CRM, POS, and more.
With and without Holded
Your day to day, with and without Holded
80% of people who start with Holded came from Excel, paper or nothing at all. This is how running the business changes when everything lives in one place.
Why switch to Holded
Fewer hours on admin and more control of the business. Nothing to install.
Send your first invoice in minutes
Create your account, add your logo and invoice. No installation or setup.
One software for everything
Invoicing, accounting, banks, CRM, projects, inventory and HR share the same data.
Stay compliant without thinking about it
E-invoicing and quarterly tax returns ready from what you have already invoiced.
Your accountant, inside
Free access for your accountant on every plan. Close the month without sending folders.
Invoicing
Create, send, and manage all your invoices and commercial documents from one place.
Invoice F26011
Production
Invoice F26012
Materials
- Sales invoices
Create compliant sales invoices in just a few clicks.
- OCR expense reader
Reads and records the details of your purchases and expenses automatically.
- Bank sync
Connect to over 300 banks to sync your transactions automatically.
- Sales receipts
Create them just as easily, with all the features of a full invoice.
- Contractor forms
Automatically complete and download the 1099 and W-9 forms for your contractors.
- Payment methods
Create multiple payment options to make it easier for clients to pay.
- Quotes
Prepare and send quotes from Holded; once approved, convert them to invoices.
- Custom numbering
Create custom numbering formats for your documents.
- Custom fields
Add custom fields to tailor invoices to your specific needs.
- Purchase invoices
Record and manage all your purchase invoices in one place.
- Customizable templates
Choose from 50+ templates to give your documents a professional look.
- Inbox
Centralize all received expenses in one place.
- Payroll
Record payroll individually or import them in bulk.
- Proforma invoices
Customize them to detail future invoice information for your clients.
- Sales tax returns
Automatically complete your state and local sales tax returns.
- Reconciliation suggestions
Holded automatically suggests matches to save you time.
- Invoice sending
Send documents from Holded with one click and check if they've been viewed.
- E-invoicing
Holded complies with electronic invoicing standards.
- Sales and expense targets
Set sales and expense targets to monitor business performance.
- Expenses
Record expenses without any accounting knowledge.
- Automatic tax reporting
Send your invoices to the tax authority automatically when your state requires it.
- Analytical tags
Add tags to sales and expenses to filter and customize your reports.
Accounting
Automate your accounting, generate reports, and close the fiscal year with confidence.
- Chart of accounts
Use existing accounts or customize sub-accounts for GAAP compliance.
- Annual accounts
Generate annual accounts for official filing.
- Asset depreciation
Create depreciation schedules following tax guidelines.
- Balance sheet
View by year, month, or compare with the previous fiscal year.
- Journal
Record and view all accounting entries for your business.
- Entry matching
Match entries to track which ones you've reviewed and confirmed.
- Asset listing
Quickly view assets, link invoices and add images for identification.
- Profit and loss
View by year, month, with target comparisons or previous fiscal year.
- Corporate tax
Automatically generate the data for your business tax return.
- Period locking
Lock periods to prevent changes to recorded information.
Treasury
Connect your banks, reconcile transactions, and monitor your cash flow in real time.
- Automatic bank sync
Connect 300+ banks. All transactions sync in real time.
- Bulk reconciliation rules
Set up automatic actions for recurring transactions.
- Advanced cash flow
Future projections help you anticipate liquidity needs.
- Payments and collections control
Easily track pending, paid and reconciled invoices.
- Batch payments and ACH debits
Group payments into a single order for your bank, reducing errors.
- Budgets linked to cash flow
Set income and expense targets and track progress in real time.
- Smart automatic reconciliation
Receive automatic suggestions matching bank transactions with your invoices.
Projects
Plan, track, and deliver projects with full visibility into profitability and time spent.
- Project templates
Customizable and based on different methodologies like Kanban or Agile.
- Task forms
Standardize task creation with templates your team can fill in.
- List view
Your projects grouped in lists for easy task navigation.
- Task management
Assign tasks to team members, set deadlines and more.
- Project profitability
Invoice entire projects, link expenses and hours to measure profitability.
- Time tracking
Link time entries to projects to monitor hours spent.
- Gantt view
Track deadlines and team management in detail.
- Kanban view
Fully customizable: create lists, drag tasks between stages and more.
- Purchase orders
Create orders, send them to suppliers and track delivery status.
- Custom attributes
Set custom attributes to classify your products.
- Simple products
Create unique, individual products with ease.
- Packing slips
Generate packing slips from sales orders to track movements.
- Stock alerts
Set stock alerts so you never run out of products.
- Batch products
Create product batches for complete traceability.
- Multiple warehouses
Set up multiple warehouses and choose where to receive or ship stock.
- Sales orders
Create or sync sales orders with your online store.
- Price lists
Create multiple price lists and assign the right one to each client.
- Product variants
Add products with variants, such as clothing or footwear.
- Custom statuses
Create custom statuses for orders and packing slips in one click.
- Sales tax by state
Comply with each state's sales tax rules.
- Serial numbers
Assign serial numbers to products for individual tracking.
HR / Team
Manage your team with employee records, contracts, time tracking, and absence management.
- Employee database
A list with all your team's logistical details, such as employee number or address.
- Documents
Store contracts, payslips, IDs and any other information.
- Contracts
Record contracts in Holded to access any information in seconds.
- Time tracking
Record working hours with one click using a geolocation-based system.
- Absences and holidays
Your team can request and approve them from a phone or computer.
- My zone
A space where each user can log hours, view payslips and manage tasks.
- Payroll
Record payroll in Holded so your team can download payslips from their profile.
- Client database
All your clients, with all their information, in one place.
- Activity scheduler
Create a link to automatically schedule a meeting, integrated with your calendar.
- Calendar
View all activities in the integrated calendar so you never miss anything.
- Activities
Create activities such as meetings or calls for each opportunity.
- Reports
Access sales activity reports to track performance.
- Notes
Add notes to sales opportunities to include any relevant information.
- Calendar integration
Integrate your external calendar and view all activities and events.
- Custom sales funnel
Create a custom sales funnel with multiple stages and options.
- Tags
Tag opportunities to filter them quickly in each funnel.
POS Store
Sell in-store with a tablet-based point of sale integrated with your invoicing.
- Tablet sales and returns
Complete sales at the point of sale with a tablet or issue refunds.
- Cash and card payments
Accept payments however you want; they'll be automatically assigned to the account.
- Pause sales
Put a sale on hold so you can resume it later.
- Printed or digital receipts
Print the receipt or send it to the customer by email.
System
Configure your account, manage user roles, and keep your files organized.
- User roles
Assign or create roles to give users access to different areas of Holded.
- Accounting firms directory
Database of Holded Partner accounting firms to help you.
- File storage
Store all your files in folders and organize them your way.
Grow at your own pace
Holded works for a freelancer with ten invoices a month and for a company with several teams and warehouses. The same software, no switching tools.
If you work for yourself
The essentials, without noise: invoices, expenses, taxes and your accountant, from $15 a month.
- Invoices and quotes in seconds
- Expense scanner and cash flow
- Sales tax and income tax returns
- Mobile app to invoice from anywhere
If your company is growing
More people, more control and more connections, without leaving Holded.
- Users, roles and custom permissions
- Inventory, projects, payroll and CRM
- Connection to your bank, your online store and your apps
- REST API and MCP server to connect AI assistants to your data
Switching software is easier than you think
Whether you come from spreadsheets or another program, your data moves into Holded without you stopping work.
- 1
Import your data
Contacts, products, invoices and banks from Excel, CSV or whatever tool you use today. If your software exports, Holded imports.
- 2
Keep working in the meantime
The migration runs alongside your current system. The average time is under 48 hours.
- 3
Training and support in the first weeks
The migration team and certified Solution Partners stay with you until everything runs smoothly.
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.
Frequently asked questions
Yes. The Plus plan is built to invoice, log expenses and stay tax compliant without knowing accounting. Sales tax and income tax returns are worked out from your invoices, and your accountant can review them from your account.
Most migrations complete in under 48 hours. You can import contacts, products and invoices from Excel or CSV yourself, or let the migration team do it for you.
No. Invoicing, accounting, treasury, CRM, projects, inventory and HR are all in the same software. Each plan includes more users and capabilities, and Gems are optional extras.
Yes. Holded connects to your bank, your online store and apps like Zapier. For custom integrations there is a REST API and an MCP server that lets AI assistants like Claude work with your data.
Change plan whenever you like, up or down, with no lock-in. Your data stays where it is.
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.