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What is Holded?

Holded: The invoicing software that powers your business

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Holded is a cloud-based invoicing software that helps small and medium-sized businesses grow smoothly. It's not just a program for making invoices, but a complete tool that allows you to automate repetitive tasks and manage your business more easily and efficiently.

With an easy-to-use interface and automated processes, Holded saves time on paperwork and tedious paperwork, so you can focus on what really matters: growing your business. From invoicing and accounting to inventory and project management, Holded works as a modern and flexible ERP, with everything you need in one place.

In addition, Holded makes it easy for you to comply with new regulations such as mandatory electronic invoicing, Verifactu and the Anti-Fraud Law, and the Create and Grow Law. With Holded, you can rest assured that you'll always comply with the law while enjoying simplicity, innovation, and the confidence that your data is secure.

Best of all, because it is 100% in the cloud, you can use Holded from any device at any time, always having control of your company, no matter where you are.


Create and manage your invoices in seconds

Invoicing is the heart of any business, and with Holded you will make it quick and easy:

  • Design professional invoices with your logo and branding.

  • Automate the generation and sending of recurring invoices.

  • Control payments and collections and manage due dates with automatic reminders.

  • Reconcile your income easily with banking integration.

Plus, forget about the paperwork! Holded is responsible for keeping everything organized and accessible in the cloud.


More than billing: manage your business from one place

Although Holded stands out for its powerful billing system, it also offers you advanced tools to control other key aspects of your company:

Lead the sale of your products and services

  • Organize your portfolio of clients and suppliers
    Registering your contacts will be the first step to working with the platform since they are essential to create documents. You can also access the CRM to manage the relationship with your clients more efficiently.​

  • Automate your billing processes​
    From Sales, you can monitor everything related to your sales documents, such as invoices or budgets.​

  • Trade your products and monitor your stock

    Inventory allows you to monitor the complete cycle of your products and control your stock. Activate the Inventory Gem if you need to manage your inventory in a more advanced way.

  • Promote your services

    The Services section within Sales allows you to coordinate all activities or benefits that you provide that do not involve the production of material goods.


Coordina tus gastos, bancos y finanzas

  • Registra tus gastos
    Gastos te permite contabilizar tus facturas de compra, ya sea manualmente o a través de nuestro sistema de escaneo automático que encontrarás en Escáner.

  • Administra tus cuentas bancarias
    Tesorería permite que manejes todo lo que se refiere a tus cuentas bancarias y transacciones. De esta manera, podrás tener una visión mucho más detallada y centralizada de tu contabilidad.

  • Planifica tus finanzas
    Dirige desde Contabilidad todo lo relacionado con tus cuentas contables, libro diario, activos, pérdidas y ganancias, y balance de situación, para que puedas controlar tu estado financiero en tiempo real.

Coordinate your expenses, banks, and finances

  • Record your expenses

    Bills allow you to account for your purchase invoices, either manually or through our automatic scanning system that you will find in Inbox.

  • Manage your bank accounts

    Treasury allows you to manage everything that refers to your bank accounts and transactions. This way, you will be able to have a much more detailed and centralized view of your accounting.

  • Plan your finances

    Direct from Accounting everything related to your accounting accounts, journal, assets, profit and loss, and balance sheet, so you can control your financial status in real-time.

Monitor your staff and projects

  • Monitor your employees

    The section Team allows administrators to add employees and manage their information and payroll. Employees can request absences or log hours worked in a dedicated section. The Gem Team Pro offers advanced staff Administration.

  • Run your projects

    From Projects You will be able to create and track all your projects and facilitate communication between the members of your team involved in each of the tasks.


Set up your account and analyze your business

  • Customize your company and user profile

    From Your user and company profile., you will be able to manage your account data and configure everything related to billing address, and other preferences.

  • Check your reports

    The area of Analytics allows you to consult reports and data related to your objectives and taxes, so you can understand what is happening in your business quickly and easily.

  • Add functionality with Holded Store

    The Holded Store offers tools and resources to customize and extend the functionality of Holded, divided into Gems and Integrations. Gems can be free or paid, while Integrations synchronize your Holded account data with external applications and platforms for managing your business.

    Gems can be free or paid, while Integrations synchronize your Holded account data with external applications and platforms for managing your business.


Resources to get the most out of Holded

At Holded we want you to get the most out of our platform. Therefore, we offer you additional resources so you can learn how to use each function effectively:

  • Holded Academy: guides, tutorials, and articles on each section of the software.

  • Live webinars: Learn directly from our experts with interactive sessions.

  • Partners Directory: Find specialized advisors to get personalized support based on your needs.

  • Holded TV and Blog/Magazine: Explore videos and articles with success stories, tips, best practices, and updates to optimize the use of Holded.

Additionally, if you need help, our specialized support team is always available to answer your questions and offer you the assistance you need.​


Get started today with Holded

Thousands of entrepreneurs and companies already trust Holded to simplify their management and grow their businesses. You can join too!

Get started today and discover why Holded is the billing solution that changes everything.

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