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. This feature was mentioned in 15 Holded reviews.

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. 15 reviewers of Holded have provided feedback on this feature.

Based on 14 Holded reviews. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

As reported in 15 Holded reviews. 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. This feature was mentioned in 15 Holded reviews.

The system automates the dunning process to help drive collections This feature was mentioned in 15 Holded reviews.

Based on 14 Holded reviews. Steamlines data entry by auto populating recurring or predefined vendor values

As reported in 16 Holded reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Based on 13 Holded reviews. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 14 Holded reviews.

As reported in 14 Holded reviews. 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.

Based on 14 Holded reviews. Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations This feature was mentioned in 13 Holded reviews.

Automates recognition of revenue and expenses by defining recognition rules. This feature was mentioned in 13 Holded reviews.

As reported in 14 Holded reviews. 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 12 reviewers of Holded have provided feedback on this feature.

Based on 11 Holded reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting

General reporting offered covers all of the standard financial statements and meets the basic needs of the business 15 reviewers of Holded have provided feedback on this feature.

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 16 reviewers of Holded have provided feedback on this feature.

Create and revise an unlimited number of budget, plan and forecast scenarios. 15 reviewers of Holded have provided feedback on this feature.

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 This feature was mentioned in 15 Holded reviews.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. This feature was mentioned in 16 Holded reviews.

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. 14 reviewers of Holded have provided feedback on this feature.

As reported in 15 Holded reviews. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 13 Holded reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 16 Holded reviews. 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.

Based on 15 Holded reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

As reported in 14 Holded reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 13 Holded reviews. 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.

Based on 15 Holded reviews. 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.

Provide integration with accounting and financial management software This feature was mentioned in 10 Holded reviews.

Integrate with payment gateways and enterprise payments software 11 reviewers of Holded have provided feedback on this feature.

Deliver integrations with accounting modules of ERP systems This feature was mentioned in 11 Holded reviews.

Sync with company accounts to transfer payments for approved invoices 10 reviewers of Holded have provided feedback on this feature.

Provide integration with accounting and financial management software

Integrates with other payments software

Deliver integrations with accounting modules of ERP systems

Based on 11 Holded reviews. 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

Based on 10 Holded reviews. Allow users to consolidate multiple invoices into one

As reported in 10 Holded reviews. Match invoices with purchases and sales orders, as well as with payments

Track invoices based on due dates to identify overdue payments This feature was mentioned in 11 Holded reviews.

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 This feature was mentioned in 10 Holded reviews.

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. 12 reviewers of Holded have provided feedback on this feature.

Add one-time or recurring cash flow items and add line items for each payment or deposit. 13 reviewers of Holded have provided feedback on this feature.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. 13 reviewers of Holded have provided feedback on this feature.

Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 15 Holded reviews.

Based on 13 Holded reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

As reported in 12 Holded reviews. 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 This feature was mentioned in 12 Holded reviews.

Supports multiple types of revenues, such as recurring and transaction based 13 reviewers of Holded have provided feedback on this feature.

Allows users to allocate revenues to various business entities or departments 12 reviewers of Holded have provided feedback on this feature.

Based on 12 Holded reviews. 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

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

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

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

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