Understand your finances in seconds
Have total visibility of your company and business vitals in real-time
See profits and losses
Know where you’re performing, and understand where to cut back. Your profit and loss view is always updated, accurate, and relevant to what you’re working on.
Collect payments and sell more
Spend less time on boring tasks and be more productive. Get paid faster with Holded and make invoicing less of a chore.
Create multiple sales channels
Monitor and analyze your income with ease. Set objectives for every channel and be more organized.
Send personalized quotes & invoices
Choose from over 40 customizable templates. Quotes, pro formas, simple invoices — we’ve got you.
Know the status of invoices
Have complete control over your money with automatic payment reminders.
Treat every customer uniquely
Set different prices for separate customers or create recurring discounts — one size doesn’t fit all.
Create relationships with your clients
Make business more personal and keep customers with you for the long run
Manage leads with a personal touch
Close more deals with powerful and personalized CRM features. Customize your sales pipeline so that you can deliver the best experience to future clients.
Send customers their unique dashboard
Let your clients to see all of their history with you. Show them a personalized portal where they can see outstanding bills and approve quotes from you.
Enjoy complete automation
Sit back and let Holded do the heavy lifting
Automate your taxes
Choose how much tax you need to pay on different invoices and automatically fill tax documents.
Sync your bank account
Connect with the most trusted banks in the world. Then save hours with magic bank reconciliation.
Flexible solutions for every stage of your business journey
Holded is here for you the whole way. Take care of business as usual, then expand your tools as your company levels up.