Holded

Javier Gonzalez

Everything you need to know about collaborative accounting.

Partners Program

Manage your entire client portfolio from one place

Partner Program: My Clients

Partner Program

Discover all the benefits available for your advice.

How the Partner Program works

Join the program, complete your profile and get more visibility through our Marketplace and public directory.

Join the Partner Program and create an advisory profile

Approve collaborations and interact with your customers.

Manage collaboration requests and messages

Learn how to assign managers and discover all the collaborative accounting options available.

Manage customer accounts

Search, find and collaborate with Holded's consultancy partners.

How the Consultancy Marketplace works

Select the roles and permissions necessary to collaborate with your consultancy in Holded.

Manage the access of a consultancy to your account

Collaborate with a consultancy in Holded

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.