Holded - Manage your business 2.24.0

Holded presents itself as a comprehensive business management software that integrates essential functionalities into a single application, streamlined for efficiency.

Quick Invoicing and Payment Solutions

The platform allows users to create and send customized invoices swiftly, facilitating faster and secure online payments. Additionally, it offers integration with banks for straightforward transaction reconciliation.

Expense Management through Receipt Scanning

Users can effortlessly scan receipts within the app, enabling Holded to automatically extract and record expense details, thus enhancing the accuracy and speed of expense tracking.

Automated Accounting Functions

Holded simplifies book-keeping through automation, which aids users in managing their financial records effectively while allowing for seamless collaboration with accountants.

Customer Relationship Management (CRM)

The software centralizes contact management, optimizing interactions at every stage of the sales funnel through deals and activities tracking.

Project Management Capabilities

With features like Kanban boards and Gantt charts, users can oversee tasks, sprints, and projects while monitoring their profitability in real time.

Team Management Features

Holded facilitates employee management by providing tools for tracking holidays and approvals, as well as payroll processing.

Comprehensive Banking Integration

The platform connects with over 300 banks, enabling users to visualize all their accounts and cards in one interface, while automating the reconciliation of transactions with sales and expenses.

Efficient Inventory Management

Users can organize their products with various attributes such as variants and pricing lists. The system allows for meticulous monitoring of inventory details alongside sales analytics.

Client Portal for Enhanced Interaction

The dedicated Client Portal allows for secure transactions and communication with customers in a controlled environment.

The features outlined are just a glimpse of what Holded has to offer. Its robust automation capabilities, contact management tools, and seamless integration options provide significant advantages for business operations. Over 80,000 businesses currently leverage Holded for their daily management tasks.