You don’t need an accountant to keep track of your invoices

They almost create themselves

Holded uses your stored information to fill in fields automatically. That way, you can create invoices, quotes, and proformas in seconds.

An alternative to Excel

Holded is more intuitive, and you don’t need to install anything. Also, you can import all your invoices to Holded using an Excel template.

Make an impression

Empower your corporate image thanks to more than 40 editable templates to personalize your company documents.

Your contacts one click away

Every contact you create will have its own space where you can save all the information you need to create a personalized invoice.

Holded calculates taxes for you

Choose the taxes you need from our extensive list and Holded will do the math.

Your clients closer than ever

Review any document (invoices, quotes) and get paid directly without the need for calls through the ‘Client Portal’.

Traceability at all levels

Your reports are made automatically with every action you take, so you can study your progress at every stage.

Create and collect remittances

Simply select all the invoices you want to collect and convert them into an XML file that you can upload to your bank’s platform.

Reconcile transactions automatically

Holded automatically aligns your bank transactions with invoices that match the amount – ‘Click’ and the reconciliation will be done.

Smart emails beyond automation

Use Dynamic Words to automate the contents of your emails, schedule when they’re going to be sent and keep track of the open rate.