Holded

About Holded

Holded is an online accounting, billing and invoicing software for freelancers and SMBs that enables users to create and send invoices, pro-formas and budgets, and keep all expenses controlled. Users can import products from multiple warehouses with various rates and categories, as well as automate taxes and accounting, and set stock alarms to help control customers and suppliers.

Holded enables users to create custom invoice templates and estimates to send to clients, and convert them into sales invoices to bill products or services with a click. Multiple dashboards provide a quick view into business insights at a glance, with real-time visual analytics. Users can keep their clients and providers classified in the same place to manage expenses and take control of payments and important due dates. Businesses are also able to upload receipt photos for a complete record of personnel expense.

Holded helps users manage their taxes online and control profit. A daily book provides instant access to account detail with personalized accounting charts tailored for their business. Users can manage assets and get real-time value at a glance, including asset amortization to allocate costs with automatic updates that keep balance sheets up to date. Users are able to manage their budget with monthly and annual goals, as well as monitor cash flow in real time.

The platform also allows users to manage their inventory, manage multiple categories with variants, and set multiple rates for clients. The dashboard enables businesses to monitor the KPIs and margins of every product. Users can update the inventory at all times, and watch each article’s history automatically update after every purchase or sale. Holded can be integrated with the organization's custom online store, or with third party applications such as Shopify, Prestashop, Magento and WooCommerce.