Collect payments and sell more
Enjoy complete control over your finances and understand how business is going in seconds
Customize your invoice templates
Look professional and seal the deal with 40+ invoice templates that are waiting for your logo
Know the status of your invoices
Understand exactly how your cash flow looks with invoice tracking features and payment reminders
Treat every customer uniquely
Set different prices for separate customers or create recurring discounts for your loyal ones
Automate your accounting
Rely less upon your accountant for your bookkeeping and truly understand how business is going
Make your taxes simpler
Choose how much tax you need to pay on different invoices and know exactly how much is due. Plus, you can download tax documents to be automatically filled in.
Sync your bank account
Connect your Holded account with some of the most trusted banks in the world. Then set up magic bank reconciliation and save hours of time.
Understand how business is going
See your cash flow and know where your time is being spent
See profits and losses
Know where you’re performing, and understand where to cut back — your profit and loss view is always accurate and relevant
Know where your time is spent
Use time-tracking features to charge by the hour, monitor how quickly you’re working, or to plan out an upcoming project
Have an overview of deadlines
Keep your customers updated on timelines and give them an accurate deadline, then set due dates for completion and payment
Create relationships with your clients
Holded helps you understand every customer — so you can them the VIP treatment
Sell with a personal touch
Create a contact for every customer and add all the details you need. See how many customers you have at one time and how many potential projects you have on the horizon.
Send customers their unique dashboard
Let your clients see all of their histories with you. Show them a personalized portal where they can see outstanding bills and approve quotes from you.
Flexible solutions for every stage of your agency journey
Holded is here for you the whole way. Take care of business, as usual, then expand your tools as your company levels up.