Holded Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Create and revise an unlimited number of budget, plan and forecast scenarios.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Generate reports to assess the financial performance of an organization

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Access software remotely via mobile devices

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Clients can submit payments via mobile devices

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Business model that charges based on the amount of time spent on an hourly basis

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Business model that bills clients an amount based on the project/task/job performed

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Buyer isn't billed until the period is up without any interest charges

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Store, manage, and track all electronic documents in a centralized location

Manage, store and organize emails within the system or via third-party apps

Manage contact details and communication with clients

Process of automatically notifying clients when payments fail to ensure invoices are paid

Verify, organize, manage & store enterprise data assets in a centralized repository

Oversee the process of issuing refunds

Track products that are for sale at a reduced price or part of coupon promotions

Calculation of consumption tax imposed on the sale of goods/services

Process of managing customer subscription lifecycle for a recurring service or a product

Generate recurring invoices

Create, manage, and send invoices or bills to customers

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Upload, track, and submit receipts in a central database

Create, design and manage workflows for repetitive tasks

Manage employee salary processes, data, taxes, and records administration efficiently

Calculation of consumption tax imposed on the sale of goods/services

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

View and track pertinent metrics to find patterns and gain insights from data

Manage and track customer orders for goods, investments, or any other purchases

An order generated by a seller to a customer, containing details about products or services

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Receive data and information in real time

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Accept and process credit card transactions

Bring together financial information by collecting data from multiple ledgers and close financial processes

Manage, record and track all business exchanges in form of money and its related interactions in the system

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

Track and manage adherence to policies for any service, product, process, or supplier

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Track and manage inventory levels to maintain proper supply

Plan, manage, and track the financial activities of an individual or organization

Track and document all activities across devices, networks, and other systems

Store, manage, and track all electronic documents in a centralized location

Track and report regulatory data to either internal management or external stakeholders

Allow users to create, edit, and sort multiple notes

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Manage and support multiple locations

Use AI to generate content in the form of text, images, videos, etc.

Track money owed to a company's creditors/suppliers

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Generate quotes or estimates for customers

Manage the process of evaluating documents or requests submitted for approval

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A financial statement that lists a company's accounts and details the account type and balance

Manage and track financials on a project-to-project basis

Convert data into a code for security

Track outstanding invoices and the money owed from clients

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Create, manage, and send invoices or bills to customers

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and handle various international currencies

Define levels of authorization for access to specific files or systems

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Protect sensitive data for digital privacy

Centralized accounting record which tracks all financial transactions

Change one currency to another based on real-time rates/values

Pre-designed layouts that can be customized to match preferences and requirements

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimate expected cost based on various factors before a project begins

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Store and organize documents in a centralized system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Organize and group data or items based on various criteria

Setup and send recurring or automated bills

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

A collection of customer information such as contact details, demographics, previous interactions, etc.

Primarily serving wholesale distribution companies and supply chain industry professionals

Material list of manufacturing parts and associated costs

Monitor product stock levels

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

Private online space that lets businesses securely share documents and provide information access to clients

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Access work applications remotely, for when working away from the office and/or traveling

Calculates a company's working capital which is the amount of money a company has available to run its business

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage the accounting and financial aspects of multiple locations or companies in a single location

Designed for small businesses

Encrypts data within the file, which can only be decrypted using a password or encryption key

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Set up connections to third-party platforms to improve business processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Public or private sharing of digital files such as documents, audio/video, images, and more

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Manage and support multiple languages

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Invoices that can be tailored according to company's branding, payment terms and personalized information

Active reporting of data and metrics

Accept and process credit card transactions

Generate quotes or estimates for customers

Identify and prevent suspicious activity

Receive data and information in real time

Use AI to generate content in the form of text, images, videos, etc.

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Compare new data with existing records to detect duplicate entries

Store and view prior invoices for each account/client

Timed notification for any upcoming task, deadline, appointment, or activity

Gateway through which end users can view past bills and pay current invoices

Integrate with a third-party accounting system

Create backups and provide methods to recover deleted/lost data

Add customized logos and colors to align with company branding

Process of sending a large number of documents, messages or emails to multiple recipients at once

Create invoices from scratch or have recurring invoices

Log and record hours worked and costs spent to assist in billing and invoicing

Application programming interface that allows for integration with other systems/databases

Alter the layout and content of reports

Estimate or forecast of a future scenario based on the study of present trends

Manage and handle various international currencies

A chronological record of actions or occurrences within a network, software, or process

Creation, processing, verification, and execution of invoices till the payment is made

Match digital receipt images or data with corresponding expense entries

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Analyze and gain insights into data in real-time

Private online space that lets businesses securely share documents and provide information access to clients

Reminders sent via email

Access software remotely via mobile devices

Compare and match accounting/financial records with corresponding bank statements

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Record customer information, purchase history, and other notes

Customize data fields to support various needs and use cases

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

A record of all activities within the system, including user access, changes made, etc.

Process payments via multiple modes directly through the application

Online portal through which end users can access the system, manage tasks, or obtain information

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Addition of necessary external data, applications, tools, or features

Track sent and received payments, invoices, and bills.

Software's ability to perform similar action on multiple similar files simultaneously

Route documents and other data through one or more stakeholders for review and approval

Designed for small businesses

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Streamlining repetitive tasks and activities through automated and predefined workflows