Add and synchronize a bank, card, gateway, or cash registerManage your bank accounts, credit cards and cash, and synchronize your transactions, controlling your movements in real time.
Connecting, disconnecting and restoring a bank account
Add and configure a payment gatewayThe collections of your invoices are crucial for your business. Control all movements in real time from the Treasury section.
Enable online payment methods in the Customer PortalAllow your customers to pay with PayPal, Stripe or Square directly from the Customer Portal
Enter the Creditor ID in HoldedThrough the Creditor ID you will be able to create, download and upload your remittances to the bank and thus the payment.
Changes in bank balances