Holded

ERP , Accounting, invoicing & more for freelancers and SMBs

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.


Key benefits of Holded

  • Users can keep all business information in one place with multiple dashboards that help keep track of day-to-day business.

  • Holded provides accountants with real-time data on their clients with access to all their relevant documents with a single click.

  • Users can customize product rates and monitor margins in real time to help analyze sales and take control of real profits.

  • Holded's system is designed to automate redundant tasks to help users avoid having to re-introduce clients information or duplicating tasks.

  • The solution provides users with an in-app chat for full support by Holded's expert team to guide users through any doubts or problems.

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    Not sure about Holded? Compare with a popular alternative

    Holded

    4,5 (118)
    VS.
    Highly reviewed

    Starting Price

    €15,00
    month
    US$4,00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    61
    62

    Integrations

    12
    34

    Ease of Use

    4,5 (118)
    4,6 (978)

    Value for Money

    4,1 (118)
    4,6 (978)

    Customer Service

    4,2 (118)
    4,5 (978)
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    Reviews

    Overall rating

    4,5 /5
    (118)
    Value for Money
    4,1/5
    Features
    4,2/5
    Ease of Use
    4,5/5
    Customer Support
    4,2/5

    Already have Holded?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 118
    Carla
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Very easy to use, no complications

    Reviewed on 2022/12/02

    My experience is good but it could be improved regarding the speed of the tool

    My experience is good but it could be improved regarding the speed of the tool

    Pros

    It is a good tool because it allows you to have all the important information of the employees grouped, which facilitates the work. from the signings, the payroll, supporting documents...

    Cons

    There are times when if you register from your cell phone you have to click the button more than once for it to work, so you have to check that it has been marked.

    Response from Holded

    Thank you for your feedback! Please, do not hesitate to contact us directly in order to check any inconveniences you might have. We are more than happy to help 😊

    Dineke
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Holded use

    Reviewed on 2022/03/22

    This is very good although there are some important changes to be made. Compared to other finance...

    This is very good although there are some important changes to be made. Compared to other finance software it is expensive

    Pros

    The system works very easy. If the bank is connected that is a great tool

    Cons

    It's annoying we need to select the right period in order to have a right starting balance. I would also like to see that we can export our receipts from Qonto into Holded.

    Response from Holded

    Thank you for your feedback! Please note that we have an integration with Qonto. We invite you to check it out and to contact us in case of any doubt. Thank you again! 😊

    Verified Reviewer
    Overall rating
    • Industry: Hospital & Health Care
    • Company size: 51–200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 4.0 /10

    Have big improvement areas

    Reviewed on 2023/01/14

    Customer service only works on a terrific chat, as a result of a very poor service

    Customer service only works on a terrific chat, as a result of a very poor service

    Pros

    As they have quite simple features are not difficult to set up

    Cons

    Suddenly you will be stock because of a lack of functionalityReally basic way of managing some processes

    Response from Holded

    Thank you for your feedback! Please note that we have launched a new gem recently called "Premium Support" so you will be able to receive help and support throughout calls when needed. Please do not hesitate to contact us for more information. Thank you again 😊

    Víctor
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2–10 Employees
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Excellent for small business

    Reviewed on 2022/05/14

    Pros

    This software is just perfect to manage small business. You have everything that you need in a startup.

    Cons

    Is cheap but you maybe have to buy some extras.

    Alternatives Considered

    HubSpot CRM

    Response from Holded

    Thank you for your feedback! 🤩

    ALEJANDRO
    Overall rating
    • Industry: Internet
    • Company size: 11–50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Easy to use

    Reviewed on 2021/02/09

    It was easy to use, fast to connect and cheap to afford

    It was easy to use, fast to connect and cheap to afford

    Pros

    It was very easy to use
    Their Customer care team are fast answering
    Different modules
    Wide 360 features

    Cons

    Maybe too generic for what we needed at that point
    There were not so many plugins or API integration at the very begining

    Response from Holded

    Thank you for your comment 😊

    Showing 5 reviews of 118 Read all reviews

    Holded FAQs

    Below are some frequently asked questions for Holded.

    Holded offers the following pricing plans:

    • Starting from: €15,00/month
    • Pricing model: Free Version, Subscription
    • Free Trial: Available

    Freelancers: Basic: Free Professional: €15 per month Companies: Basic: €29 per month Standard: €59 per month Advanced: €99 per month Premium: €199 per month

    Holded has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500

    Holded supports the following languages:

    English, Spanish

    Holded supports the following devices:

    Holded integrates with the following applications:

    Dropbox Business, Google Drive, Mailgun, Mailjet, PayPal, Pleo, PrestaShop, SendGrid, Shopify, Stripe, WooCommerce, Zapier

    Holded offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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