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Your No-code and AI Automation PartnerAutomate Invoicing & Payments with Holded
Streamline your business finances by automating key functions in Holded. Save time and ensure accuracy by automating invoicing, expense tracking, and financial data updates, improving business efficiency and financial management.
When an Invoice is Created
1. Trigger on New Invoice
Activate workflows when a new invoice is issued.
Update Customer Record
2. Sync Customer Data
Ensure customer data is consistent across platforms.
Generate Financial Report
3. Report Automation
Create reports automatically for better insights.
Notify Team
4. Automated Team Alerts
Send alerts to teams when significant financial events occur.
Backup Financial Data
5. Secure Data Storage
Automatically backup invoices and receipts.
- Repeat -
Automation Benefits
Benefits of Holded Automation
Unlock the full potential of Holded through strategic automation, addressing core business challenges and boosting operational efficiency.
Eliminate Manual Entry Errors
Reduce errors by automating data entry tasks, ensuring accuracy in financial records.
Speed Up Financial Processes
Accelerate invoicing, payments, and reporting to optimize cash flow and financial planning.
Enhance Team Collaboration
Bridge communication gaps by integrating Holded with messaging apps for real-time notifications.
Improve Time Management
Automate repetitive tasks to free up time for strategic financial analysis and decision-making.
Secure Data Management
Automatically backup critical financial data, ensuring data security and accessibility.
Integrate Seamlessly with Other Tools
Connect Holded with other software tools to streamline workflows and enhance functionality.
Features
Holded Automation Features
Leverage the full potential of Holded by automating repetitive tasks and integrating it with other tools for seamless business operations.
- 1Automated Invoice Management
Automatically send, track, and manage invoices to ensure timely payments and reduce administrative load.
- 2Expense Tracking Simplification
Automate the logging of business expenses, linking them directly to associated projects or clients.
- 3Financial Data Synchronization
Ensure all your financial data is consistent and up-to-date across platforms and tools in use.
Outcomes
Business Outcomes with Holded Automation
Discover the tangible business benefits of automating processes within Holded, yielding improved efficiency and financial oversight.
30%
Reduced Administrative Costs
50%
Faster Invoicing Process
99%
Improved Data Accuracy
FAQ
Holded Automation FAQ
Get answers to common questions about automating your business processes with Holded.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.