All the features

Invoicing

Create invoices in seconds and schedule them with a single click.

Learn more about Invoicing

Sales invoices

Create legally compliant sales invoices in just a few clicks.

OCR expense reader

Reads and records the details from your purchases and expenses.

Bank synchronization

Connect to over 300 banks to sync your transactions automatically.

Receipts

Create them just as easily, with all the features of a standard sales invoice.

Income tax filing

Automatically complete and download forms 111, 115, 123, 130, 180, 190, and 193.

Payment methods

Create multiple payment options to make it easier for clients to pay.

Quotes

Prepare and send quotes from Holded—once approved, turn them into invoices.

Custom numbering

Create custom numbering formats for your documents.

Custom fields on invoices

Add custom fields to tailor invoices to your specific needs.

Received invoices

Send documents from Holded with one click and track if they’ve been viewed.

Customizable invoice templates

Choose from over 50 templates to give your documents a branded look.

Inbox

Centralize all received expenses in one place.

Payroll

Log payslips individually or import them in bulk via Excel.

Proforma invoices

Customize them to detail future invoice information for your clients.

VAT tax filing

Automatically fill in forms 303, 369, 390, 347, and 349 and download them.

Suggested banks reconciliation

Holded suggests matches automatically to help you save time.

Invoice issuance

Send documents from Holded with one click and track if they’ve been viewed.

TicketBAI

Holded complies with the TicketBAI e-invoicing regulation.

Sales and expense targets

Set sales and expense goals to monitor business performance.

Expenses

Record expenses without needing accounting knowledge.

Immediate Supply of Information (SII)

Connect to the Spanish Tax Agency’s SII to submit invoices.

Tags for customized analytics

Add tags to sales and expenses to filter and customize reports.

Accounting

Save time by automating up to 95% of your accounting.

Discover more about our Accounting solution

Chart of Accounts

Utilize existing accounts or customize subaccounts for Spanish GAAP (PGC).

Profit and Loss Report

View by year, month, with target comparisons or against the previous fiscal year.

Entry Reconciliation (Ticking)

Mark reviewed entries to keep track of verified records.

Journal

Manually create journal entries or edit automatically generated ones.

Asset Depreciation

Create depreciation schedules following tax guidelines and manage asset amortization.

Annual Accounts

Generate annual accounts for official submission.

Balance Sheet Report

View by year, month, or compare with the previous fiscal year.

Period Locking

Lock periods to prevent changes to recorded information.

Modelo 200

Automatically complete and download Spain’s corporate tax Form 200.

Asset List

Quickly view assets, link invoices, and add images for easy identification.

Treasury

Connect your accounts, control your cash flow, and optimize payments and collections.

Learn about treasury in Holded

Automatic bank sync

Connect over 300 banks. All transactions are synced in real time.

Bulk reconciliation rules

Set up automatic actions for recurring transactions.

Advanced cash flow

Future projections help you anticipate liquidity needs and plan with confidence.

Controlled payments and collections

Easily track pending, paid, and reconciled invoices with clear visual lists.

Batch payments and direct debits

Group payments into a single order to send to your bank, reducing time and errors.

Budgets linked to cash flow

Set income and expense targets, and track their progress in real time.

Smart automatic reconciliation

Get automatic suggestions that match bank transactions with invoices.

Inventory

Monitor your inventory in real time and have full control over your stock.

Check out our Inventory system.

Purchase Orders

Create orders, send them to your suppliers, and track the receipt of goods.

Simple Products

Create unique, individual products with ease.

Price Lists

Create multiple price lists and assign the one you want to each customer.

Sales Orders

Create or sync sales orders with your online store.

Products with Variants

Add products with variants, such as clothing or footwear.

Custom Attributes

Set custom attributes to classify your products.

Delivery Notes

Generate delivery notes from sales orders to monitor stock movements.

Batch Products

Create product batches for complete traceability.

VAT by Country

Comply with the new European VAT regulations.

Custom Statuses

Create custom order and delivery note statuses with a single click.

Serial Numbers

Assign serial numbers to your products for individualized tracking.

Stock Alerts

Set stock alerts so you never run out of products.

Multiple Warehouses

Set up multiple warehouses and choose where to receive or ship stock.

Projects

Simple and efficient tools to tackle even the most complex of projects.

Discover everything about Projects

Projects templates

Customizable and based on different methodologies like Kanban or Agile.

Tasks creation form

Standardize task creation with templates your team can fill out.

List view

Your projects grouped in lists for easy task navigation.

Tasks management

Assign tasks to team members, set due dates, and more.

Project profitability

Invoice entire projects, link expenses and hours to measure profitability.

Time tracking

Link time logs to projects to control hours spent.

Gantt diagram

Track timelines and team management in detail.

Kanban board

Fully customizable—create lists, drag tasks across stages, and more.

Team

Simple and efficient tools to tackle even the most complex of projects.

Learn more

Employee database

A list with all your team’s logistical details, such as phone number or address.

Documents

Store contracts, payslips, IDs, and any other company or employee information.

Contracts

Log contracts in Holded to access any information in seconds.

Time tracking

Log your working hours with one click using a geolocated system.

Absences and vacations management

Your team can request them, and they can be approved from a phone or computer.

My zone

A space where each user can log hours, view payslips, and manage their tasks.

Payroll

Record payrolls in Holded so your team can download them from their profile.

CRM

Control at a glance the evolution of your leads.

Learn more about our CRM

Customer database

All your customers, 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 don’t miss a thing.

Activities

Create activities, such as meetings or calls, for each opportunity.

Reports

Access sales activity reports to track your conversion rates.

Notes

Add notes to sales opportunities to include any information you need.

Calendar integration

Integrate your calendar and view all activities and events created in Holded.

Personalized pipeline

Create a custom sales funnel with multiple stages and many more options.

POS

Connect sales in your shop with the rest of your business, without leaving Holded.

Discover more about our POS system

Sales & returns on your tablet

Complete sales at the POS using a tablet or issue refunds.

Cash or card payments

Accept payments however you like—they’ll be automatically assigned to your business bank account.

Ability to pause sales

Put a sale on hold so you can resume it later.

Paper or digital receipt

You can print the sales receipt or send it to the customer by email.