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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.
Form Has Been Filled
1. Capture Invoice Request
Capture invoice request through Typeform.
Create a Draft Invoice
2. Draft Invoice in Holded
Automatically create a draft invoice in Holded.
Send an Approval Request
3. Request Invoice Approval
Email finance team for invoice approval.
Update Invoice Status
4. Approve Invoice in Holded
Update status to 'approved' in Holded.
Send Finalized Invoice
5. Email Invoice to Client
Send finalized invoice with payment link.
Log Invoice Activity
6. Log Invoice Process
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%
Reduce Invoice Errors
70%
Increase Approval Speed
30%
Improve Cash Flow
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FAQ
Frequently Asked Questions
Explore common questions and learn more about the benefits and functionality of this automation.
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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.