Holded: Smart invoicing for businesses

Review Holded: Smart invoicing for businesses - Appvizer

Boost your online store

  • Create - Holded automatically creates invoices when orders are created, paid or fulfilled.
  • Send - Send invoices to your customers automatically. Worries-free.
  • Get paid - Get paid faster by accepting credit card payments and paypal payments.
  • Manage your customers - Manage your customers defaults, settings with advanced reports.
  • Sync your products - Sync all of your Shopify products with Holded Inventory. Stock, Variants, Warehouses, etc.

Discover why over more than 5000 businesses love Holded.

  • Create invoices and estimates online fast and easy.
  • Clients and providers classified in the same place.
  • Automatic accounting for small businesses. Do not make accounting anymore.
  • Integration with more than 53 banks for a bank high speed bank conciliation.
  • High security and hourly backups.
  • Get fully access to your data wiht multiple reports that gives you the information you need. Create custom reports and save them for the future.
  • A super easy to use API that allows you to integrate your product with your financials.
  • Boost your Holded installing new apps at Holded Store.
  • Multilanguage and multicurrency with real-time data.
  • Amazing support and super-easy platform to get you started in seconds.

Editor: Holded

Strengths of Holded

  • Certifications: GDPR

Holded demo and screenshots

Holded smart dashboard Holded-screenshot-0 Holded-screenshot-1 Holded-screenshot-2 Holded-screenshot-3 Holded-appvizer-highlight_holded_erp

Holded customers

No customer reference

Holded pricing and features

Plans & Pricing

Freelance
Basique
Standard
Avancé
Premium
0
29 /month for 2 users
59 /month for 5 users
99 /month for 10 users
199 /month for 25 users

Features

Accounting
Accounting Balance
Accounting Dashboard
Accounting Data Export
Accounting Entries
Balance Sheet
Bank Statement Import
Bank Synchronization
Cash Flow Forecasting
Cash Flow Management
Cost Accounting Cost control
Dashboard & Reports
Financial Accounting
General Journal
General Ledger
Guided Accounting Entries
Billing & Invoicing
Asset Management
Automatic VAT Management
Billing Approvals/Validation
Client Portal
Collection Management
Contract Management
Custom Invoices
Delivery Note
EU and International Invoices
Electronic Invoicing
Exchange Rate Management
Invoice ID Management
Late Payment Reminder
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Multiple VAT Rates
Payment Follow-Up
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Reverse Charging VAT
Sending Invoices by Email
Sending Invoices by Mail
Procurement
Catalogue / Price Book
Expense Categorization
Goods / Items Management
Incoming Quotes Management
Inventory Management
Product Datasheet
Product and Item Tracking
Purchasing
Purchasing Follow-up
Supplier Invoice Management
Supplier Order Management
Project Management
Archives
Assessment of Tasks to Be Completed
Backlog Management
Custom Project Structure
Customer Profitability Automatic calculation of the margin or losses generated on a project.
Kanban Board
Priority Management
Productivity Analysis
Project Duplication
Project Planning
Project Profitability Return On Investment
Project Templates
Projects Overview / Follow Up
Recurring Tasks
Resource Allocation
Task Planning Tasks roll out in order to organize the project
Sales Force Automation
Account Management Management of company information
Custom Quote
Segments / Populations Possibility to group contacts by type
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.

Services

Support
Accounting Advice
Configuration Support
Dedicated Account Manager
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)
On-site Training
Online Training (Webinar)

Data hosted in the following countries: United Kingdom (UK), France, Spain

Integrations Holded

Alternatives to Holded

Find alternatives to Holded