Management software built for clinics and medical practices
Automate invoicing, accounting and patient management so you can focus on what matters most, caring for your patients.
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40h
saved per month
200,000+
businesses trust Holded
95%
accounting automated
Trusted by thousands of businesses
Patient Invoicing
Send professional invoices to patients and insurers
Create customised invoices for consultations, treatments and procedures. Automate recurring billing and track payments effortlessly.
Tax-compliant invoices
Generate invoices that meet healthcare tax exemption rules automatically.
Recurring billing
Set up automatic invoicing for patients on treatment plans or subscriptions.
Payment tracking
Monitor outstanding balances and send payment reminders with one click.
Accounting & Tax
Crystal-clear books for your practice
Automate your clinic's accounting with bank reconciliation, real-time reports and tax-ready books, no manual entry required.
Bank reconciliation
Connect your bank and reconcile transactions automatically every day.
Real-time reports
View profit and loss, balance sheets and cash flow reports instantly.
Tax compliance
Stay on top of VAT, income tax and healthcare-specific deductions.
Expense Management
Control every expense across your clinic
Scan receipts, categorise supplier invoices and track spending by department, all from one dashboard.
Receipt scanner
Snap a photo of any receipt and Holded extracts the data automatically.
Supplier management
Keep all supplier invoices organised and schedule payments on time.
Spending insights
Analyse expenses by category, supplier or time period to optimise costs.
Appointments & CRM
Keep your patient relationships organised
Manage patient contacts, track appointment history and nurture relationships, all connected to your invoicing and accounting.
Patient database
Store patient details, treatment history and billing information in one place.
Appointment tracking
Log consultations and link them directly to invoices and financial records.
Follow-up pipeline
Create custom pipelines to track patient follow-ups and re-bookings.
Invoicing, accounting, expenses and CRM: built for healthcare
Spend less time on paperwork and more time with your patients. Holded handles the back office.
Start your 14-day trialRelated tools
Explore other Holded modules that complement your clinic management.
Invoicing Software
Create, customise and send professional invoices. Automate recurring billing and track every payment.
Learn moreReceipt Scanner
Digitise receipts and supplier invoices instantly. No more manual data entry.
Learn more
Treasury Management
Connect your banks, monitor cash flow in real time and reconcile transactions automatically.
Learn moreFrequently asked questions
Absolutely. Holded is designed for businesses of all sizes, from solo practitioners to multi-location clinics. You can start with the features you need and scale as your practice grows.
Yes. Holded supports VAT-exempt invoicing, which is common for many healthcare services. You can configure tax rules per service type so your invoices are always compliant.
Holded connects with major banks to import transactions automatically. This allows you to reconcile payments, track cash flow and keep your books up to date without manual entry.
Yes. You can categorise expenses by cost centre, department or clinic location. This gives you detailed spending insights and makes it easy to compare costs across your organisation.
Holded uses enterprise-grade encryption and is hosted on secure cloud infrastructure. Your data is backed up continuously and access can be controlled with role-based permissions.
Your clinic deserves better management tools
Join thousands of businesses already managing smarter with Holded.
Start your 14-day trial