Give your clients the time they deserve
Automate the management of your firm, consultancy or office and invest in your clients all the time Holded saves you.
- Bill by the hour, per project or as monthly retainers
- Payments and due dates tracked without chasing anyone
- Accounting and taxes ready for your accountant
- Bufete Arana12.5 h
- Consultora Vega8 h
- Despacho Ríos6.5 h
- Grupo Lanz4 h
- Hours logged · 12.5 h × $90.00/h$1,125.00
- Monthly retainer$600.00
- Sales tax 7%$120.75
- Consultora VegaF-2025-041 · Due 01/22/2025$1,460.00Pending
- Grupo LanzF-2025-038 · Due 01/10/2025$890.00Overdue
- Despacho RíosF-2025-044 · Due 01/30/2025$2,150.00Pending
Holded helps us by centralizing all information and providing us with very visual reports on the company's status.
Over 900,000 users already trust Holded
Invoicing
Automate your invoicing and your clients'
Create and send invoices in seconds. Optimize client communication and track every invoice.
Optimized communication
Optimize client communication by replacing calls and emails with clicks.
Invoice tracking
Track the status of paid and pending invoices for each client.
Get paid without chasing anyone
Automatic payment reminders and a card-payment link on every invoice. You look after your clients, not the follow-ups.
“Holded helps us by centralizing all information and providing us with very visual reports on the company's status”.
Jose Muñoz de Quinta
CEO at Serpresur
Accounting
Advise with the best accounting tools
Share accounting reports in real time and give your clients full visibility over their accounts.
Shared reports
Quickly share accounting reports with your clients in real time.
Full visibility
Let your clients have full visibility over their accounts.
Task delegation
Delegate accounting tasks and assign responsibilities easily.
CRM
All your clients one click away
Centralize contacts, create detailed profiles and integrate your calendar to stay on top of things.
Centralized contacts
Centralize all your contacts in one place.
Custom profiles
Create detailed custom profiles for each client.
Integrated calendar
Integrate your calendar to always stay on top of key dates.
Projects
Control your projects from start to finish
Organize with templates, track revenue and expenses, and assign deadlines to your teams.
Global overview
Assign deadlines to your teams while keeping a global view of the entire process.
Custom templates
Organize your projects in minutes with customizable templates and tags.
Financial tracking
View updated revenue and expenses for each project.
Every project tracked. Every hour billed. Every client managed.
Start your 14-day free trial. No credit card required.
How does Holded help your firm?
In a professional firm, personalized advice is key. Holded lets you automate daily management.
Save time
Automate all your daily processes and dedicate more time to your clients.
Intuitive interface
Very easy to use. You'll get the hang of the software quickly.
Organize all your information
In just a few clicks, you can find any data you need.
Visualize every detail
Its design lets you control your business at a glance.
From anywhere
As a cloud software, you can access it from any device.
24/7 Communication
Optimize client interaction with software that's always available.
Related tools
Explore other Holded features designed for professional firms.
