Updated with every movement
Issue an invoice and it shows up in sales and in the P&L. Your team logs hours and they land in the project report.
Business reports that build themselves
Finance, sales, team, projects and stock: every invoice, every hour logged and every deal feeds your reports the moment it happens. Filter, compare periods and export to Excel or PDF in one click.
Over 900,000 users are already growing their business with Holded
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No data entry
What you do every day is already a line in your reports
There is nothing to prepare at month end. When you issue an invoice, record an expense, log an hour or move a deal to the next stage, Holded places it in the right report. Open it and it is up to date.
No spreadsheets in between
Forget exporting, copying and pasting into Excel to see how the month is going. The report has already done the maths.
Everything comes from the same data
Invoicing, expenses, bank, inventory, projects, CRM and team share one base. Reports agree with each other because they come from a single place.
Real examples
The four finance reports you will open most
Profit and loss, balance sheet, stock and sales: the ones you check daily. Pick one and see how it looks with filters and tags applied.
Q3 2026vs. Q2 2026Online store
ExcelPDF
Profit and lossQ3 2026Q2 2026Change
- Revenue€148,200€131,900+12.4%
- Cost of sales-€29,640-€27,100+9.4%
- Gross margin€118,560€104,800+13.1%
- Staff-€57,300-€55,900+2.5%
- Rent-€3,600-€3,6000.0%
- Marketing-€6,300-€4,100+53.7%
- Software and tools-€2,670-€2,510+6.4%
- Total operating expenses-€69,870-€66,110+5.7%
- Net profit€48,690€38,690+25.8%
This quarter's P&L against the previous one, filtered by the Online store tag. Every line drills down to the invoice behind it.
Beyond finance
And the same for the rest of your business
Your CRM, your projects and your team have their own reports, with the same filters, the same comparisons and the same export. The data changes, the way you read it does not.
Q3 2026vs. Q2 2026Online store
ExcelPDF
Deals by stageValue
- New lead24 deals€86,400
- Contacted17 deals€61,200
- Proposal sent11 deals€48,900
- Negotiation6 deals€31,500
- Won4 deals€19,800
By sales rep
- Marta G.3/9€28,400
- Luis R.2/7€19,600
- Nora B.4/8€24,100
Conversion rate
18.4%
Open deals by stage and by sales rep, with the value on the table and the conversion rate for the period.
Report library
Every report a small business needs
Financial, tax, sales, project and team. Each with its own detail, filters and export.
Finance
Profit and loss
Income, expenses and result by month, quarter or year. Drill into any line down to the invoice behind it.
Balance sheet
Assets, liabilities and equity always balanced, ready for year end or for the bank.
Cash flow
Actual money in and out by period. Know whether this month's profit turned into cash or is still sitting in unpaid invoices.
Tax and receivables
VAT and taxes
Output and input VAT, withholdings and income tax calculated by quarter. The basis for your tax returns before you file them.
Receivables and payables
Debt ageing by customer and supplier: what is about to fall due and what is 30, 60 or 90 days overdue.
Purchases and expenses by supplier
How much you spend, on what and with whom. Spot suppliers raising prices and cost lines getting out of hand.
Sales and stock
Sales by customer, product and rep
Who buys the most, what sells best and what margin each product or sales channel leaves.
Leads and deals
Open deals by stage, conversion rate and activity per sales rep. Where leads get stuck and how much money is on the table.
Inventory and stock
Stock value, turnover and products below minimum by warehouse. What is sitting still and what is about to run out.
Projects and team
Projects and profitability
Hours, costs and billing per project, so you know which ones make money and which ones eat the margin.
Tasks and deadlines
Workload per person, overdue tasks and this week deliveries. What is running late shows up before the client notices.
Team, hours and time off
Hours logged, holidays and absences per person, and staff cost by period. Who is available and what each month costs.
Filter, compare, export
The same report, seen the way you need it
Every report takes the same filters and the same outputs. Learn one and you know how to use the rest.
Advanced filters
Narrow by period, ledger account, sales channel, customer or supplier. Save the views you check often.
Analytical tags
Tag invoices and expenses by business line, site or campaign and get a P&L for each one without keeping separate books.
Period comparisons
This quarter against the last one or against the same quarter last year, with the change in euros and in percentage.
Export to Excel or PDF in one click
Any report comes out with the format and filters you have applied. Ready for the bank, a grant application or your own analysis.
Share with your accountant
Give your accountant access so they check the reports directly in Holded, without you sending files every month.
Goals
Set goals and measure how far you are
Set a sales figure, a spending limit or a margin per business line and compare it with actuals as the month goes on. The gap shows in the report itself, with no separate forecasts to build.
Goals by period and by tag
Yearly, quarterly or monthly, and per business line if you use analytical tags.
Budget versus actual
Compare what you planned with what you billed and spent, and see the difference in euros and in percentage.
And at a glance
For the day to day, the real-time dashboard
Reports are for digging deep. To see how the business is doing when you open Holded each morning you have the dashboard: revenue against expenses, cash and your key figures live.
The same figures, no report to open
Revenue, expenses, profit and cash for the period on the first screen, with the change against the previous one.
The same filters and tags
Filter the dashboard by period, tag or channel and jump to the full report with the filter still applied.
Widgets your way
Choose what to see: outstanding invoices, goals, sales by client or VAT to date.
No spreadsheets
Stop building reports in Excel
Your invoices, your hours and your deals are already in Holded. The reports come from there, up to date and consistent, with nothing to export or copy.
- More than 12 reports ready from day one
- Finance, sales, CRM, projects and team in one place
- Export to Excel or PDF and share them with your accountant
Frequently asked questions about reports
Profit and loss, balance sheet, cash flow, VAT and taxes, receivables and payables with debt ageing, purchases and expenses by supplier, sales by customer, product and rep, leads and deals from the CRM, inventory and stock, profitability per project, tasks and deadlines, and team: hours logged, holidays and absences. All of them are generated from the data you already have in Holded.
No. Reports are built from the invoices, expenses, journal entries and bank movements you already record while running your business. Each new document updates the matching report straight away.
Yes. Any report exports to Excel or PDF in one click, keeping the period and filters you have applied. You can also give your accountant access to check them directly in Holded.
The dashboard is the quick view you see when you open Holded: income, expenses, cash and KPIs in real time. Reports are for detailed analysis: drilling into each line, comparing periods, applying filters and exporting. They complement each other and use the same data.
Yes. With analytical tags you classify income and expenses by business line, site, campaign or any criterion you choose, and get a P&L for each one. Projects also have their own report of hours, costs and billing.
No. Beyond the financial and tax ones, you get sales reports (revenue, margin, leads and deals from the CRM), operations reports (inventory, purchases), project reports (hours, costs, tasks and deadlines) and team reports (hours logged, holidays and absences, staff cost). They all share the same filters, the same period comparisons and the same export to Excel or PDF.
No fine print
- No lock-inCancel whenever you want, no penalties.
- Free data migrationImport contacts, products and invoices. We help you.
- Support in your languageChat, phone and help in Spanish, Catalan or English.
- Your accountant includedFree access for your accountant on every plan.
The offer
14 days free and half price for the first 3 months
- Every report included, with no separate module and no extra cost
- Finance, sales, CRM, inventory, projects and team on the same base
- Excel and PDF export, and free access for your accountant
- Assisted data import at no cost
- Support by chat and phone
Business plans from
14,50 €29 €per month
for the first 3 monthsLimited-time offer
14 days free and no card. You pick a plan once you see it works for you, and you change or cancel whenever you want.
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