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What is Holded?

Holded is an all-inclusive cloud-based platform designed to provide you with every tool needed to run your business from anywhere and at any time. Imagine having the ability to effortlessly modify your working hours with a simple click; Holded streamlines daily tasks by automating various activities while improving your accounting and invoicing workflows. You can select from a library of over 40 customizable templates to personalize the invoices and communications your business distributes. All essential details, such as contacts, products, banks, and taxes, are automatically filled in, allowing you to quickly verify, save, and submit your documents. Although much of the process is automated, you still have oversight and can monitor what you have checked versus what is pending. Once you start using Holded, it begins collecting your data to create real-time reports, giving you insights into your business performance. Every aspect of your operation is connected through a single management system, ensuring fluid integration. Additionally, all invoices and receipts you receive are neatly sorted and organized in one centralized hub. This comprehensive method not only conserves time but also significantly boosts efficiency in your business activities, giving you a competitive edge. Ultimately, Holded empowers you to focus on growth rather than getting bogged down by administrative tasks.

What is App Portal?

App Portal simplifies your billing process by taking control as soon as you generate an invoice for your clients, ensuring that payment quickly finds its way into your bank account with minimal effort. This efficient system eliminates the need for you to manually reconcile payments in your accounting software, making the entire process smoother. Our dedicated team is focused on ensuring that App Portal integrates effortlessly with leading invoicing and accounting platforms. As you send out invoices, your clients will be instantly notified through SMS and email, receiving a link to download your app for added convenience. Furthermore, App Portal will remind your clients on the invoice's due date and follow up diligently if any payments are late. Once a payment is completed, App Portal will automatically take care of reconciliation in your accounting software, leaving you with no additional tasks to manage. It functions seamlessly and efficiently. To add to this, we will create a completely customized version of App Portal that reflects your business's unique name, branding, and color palette, and we will ensure its availability on both the Apple App Storeâ„¢ and Google Play Storeâ„¢ for straightforward access. This all-encompassing solution is designed to significantly improve your billing experience and enhance your business's operational efficiency.

Media

Media

Integrations Supported

Aleph
Axis LMS
Beam AI
Chief
Dropbox
Google Drive
Kwest
LastPOS
Nango
Okticket
PEIMI
PayPal
Quickwork
REVER
RandomCoffee
Remuner
Setyl
Shopify
Slice
StockAgile

Integrations Supported

Aleph
Axis LMS
Beam AI
Chief
Dropbox
Google Drive
Kwest
LastPOS
Nango
Okticket
PEIMI
PayPal
Quickwork
REVER
RandomCoffee
Remuner
Setyl
Shopify
Slice
StockAgile

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

$500 one-time payment
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Holded

Date Founded

2015

Company Location

Spain

Company Website

www.holded.com

Company Facts

Organization Name

Softgroup

Date Founded

2008

Company Location

United States

Company Website

soft.group

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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