All features

Create compliant sales invoices in just a few clicks.

Reads and records the details of your purchases and expenses automatically.

Connect to over 300 banks to sync your transactions automatically.

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

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

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

Prepare and send quotes from Holded; once approved, convert them to invoices.

Create custom numbering formats for your documents.

Add custom fields to tailor invoices to your specific needs.

Record and manage all your purchase invoices in one place.

Choose from 50+ templates to give your documents a professional look.

Centralise all received expenses in one place.

Record payroll individually or import them in bulk.

Customise them to detail future invoice information for your clients.

Automatically complete forms 303, 369, 390, 347 and 349.

Holded automatically suggests matches to save you time.

Send documents from Holded with one click and check if they've been viewed.

Holded complies with TicketBAI electronic invoicing regulations.

Set sales and expense targets to monitor business performance.

Record expenses without any accounting knowledge.

Connect to the Spanish Tax Agency's SII to send invoices automatically.

Add tags to sales and expenses to filter and customise your reports.

Use existing accounts or customise sub-accounts for GAAP compliance.

Generate annual accounts for official filing.

Create depreciation schedules following tax guidelines.

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

Record and view all accounting entries for your business.

Match entries to track which ones you've reviewed and confirmed.

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

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

Automatically complete and download the corporate tax form 200.

Lock periods to prevent changes to recorded information.

Connect 300+ banks. All transactions sync in real time.

Set up automatic actions for recurring transactions.

Future projections help you anticipate liquidity needs.

Easily track pending, paid and reconciled invoices.

Group payments into a single order for your bank, reducing errors.

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

Receive automatic suggestions matching bank transactions with your invoices.

Customisable and based on different methodologies like Kanban or Agile.

Standardise task creation with templates your team can fill in.

Your projects grouped in lists for easy task navigation.

Assign tasks to team members, set deadlines and more.

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

Link time entries to projects to monitor hours spent.

Track deadlines and team management in detail.

Fully customisable: create lists, drag tasks between stages and more.

Create orders, send them to suppliers and track delivery status.

Set custom attributes to classify your products.

Create unique, individual products with ease.

Generate delivery notes from sales orders to track movements.

Set stock alerts so you never run out of products.

Create product batches for complete traceability.

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

Create or sync sales orders with your online store.

Create multiple price lists and assign the right one to each client.

Add products with variants, such as clothing or footwear.

Create custom statuses for orders and delivery notes in one click.

Comply with European VAT regulations.

Assign serial numbers to products for individual tracking.

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

Store contracts, payslips, IDs and any other information.

Record contracts in Holded to access any information in seconds.

Record working hours with one click using a geolocation-based system.

Your team can request and approve them from a phone or computer.

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

Record payroll in Holded so your team can download payslips from their profile.

All your clients, with all their information, in one place.

Create a link to automatically schedule a meeting, integrated with your calendar.

View all activities in the integrated calendar so you never miss anything.

Create activities such as meetings or calls for each opportunity.

Access sales activity reports to track performance.

Add notes to sales opportunities to include any relevant information.

Integrate your external calendar and view all activities and events.

Create a custom sales funnel with multiple stages and options.

Tag opportunities to filter them quickly in each funnel.

Complete sales at the point of sale with a tablet or issue refunds.

Accept payments however you want; they'll be automatically assigned to the account.

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

Print the receipt or send it to the customer by email.

Assign or create roles to give users access to different areas of Holded.

Database of Holded Partner accounting firms to help you.

Store all your files in folders and organise them your way.