Your No-code and AI Automation PartnerStreamline Invoicing with Holded
Automate your invoice management process with Holded and Typeform. Eliminate manual errors, expedite approvals, and ensure timely payments, freeing your team for strategic tasks.
Capture invoice request through Typeform.
Automatically create a draft invoice in Holded.
Email finance team for invoice approval.
Update status to 'approved' in Holded.
Send finalized invoice with payment link.
Track process in shared spreadsheet.
- Repeat -
Automation Benefits
Automation Benefits
Leverage this automation to transform your invoicing process, enhance accuracy, and boost productivity.
Eliminate Manual Errors
Reduce the chance of human errors in invoicing with automation.
Ensure Timely Payments
Automate billing processes to ensure invoices are sent promptly.
Enhance Workflow Efficiency
Streamline the entire invoice workflow from request to payment.
Free Up Staff Time
Allow your team to focus on more strategic, high-value tasks.
Increase Transparency
Maintain a clear log of all invoicing activities for accountability.
Boost Cash Flow
Accelerate the payment process to improve cash flow.
Features
Key Features
Discover the features that make this automation essential for efficient invoice management.
- 1Automated Draft Creation
Create draft invoices in Holded instantly from form submissions.
- 2Seamless Approval Workflow
Send and manage approval requests via email effortlessly.
- 3Integrated Payment Processing
Include PayPal links for easy client payments.
Outcomes
Expected Outcomes
Implementing this automation will drive significant improvements in your invoice management process.
90%
70%
30%
More Automation Use Cases
Potential Automations for Your Business
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Scale your impact with custom Chat Bots
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
Smart Email AI assistants for your Inbox
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
Put your internal knowledge to work with RAG AI
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
Frequently Asked Questions
Explore common questions and learn more about the benefits and functionality of this automation.
We Might Have Solved Your Problems Already
Explore Similar Automations
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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.