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Holded

The all-in-one software for SMBs·holded.com

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Holded is a cloud-based business management platform (ERP/SaaS) for SMEs, freelancers and accounting firms, primarily in Spain. It combines invoicing, accounting, treasury, inventory, HR/payroll, CRM and project management in a single platform, with built-in tax compliance features such as Verifactu, SII and TicketBAI. The platform also offers a REST API and an MCP server to connect AI assistants to business data.

What it's for

Creating and sending professional invoices and quotesAutomating accounting entries and generating financial reportsBank reconciliation and cash flow forecastingManaging inventory and multiple warehousesRunning a sales CRM pipeline from lead to invoicePlanning and tracking projects with Kanban/Gantt viewsManaging HR, digital clock-in, absences and payrollSelling in-store with an integrated POSDigitizing receipts and expenses via OCR scanningManaging business payments through Holded Wallet

Features 20

  • Automatic accounting journal entries
  • Automatic bank sync with 200-300+ banks
  • Bank reconciliation and reconciliation rules
  • Cash flow forecasting and scenarios
  • CRM with visual sales pipeline and deal tracking
  • Custom reports and dashboards
  • Digital clock-in with geolocation
  • Holded Wallet business account and cards
  • Inventory management across multiple warehouses
  • Invoicing with 50+ editable templates
  • Multi-currency invoicing (47 currencies)
  • OCR expense/receipt scanner
  • Payroll processing and payslip generation
  • Point of Sale (POS) for in-store sales
  • Project management with Kanban and Gantt views
  • Recurring invoices and automatic billing
  • REST API (v2, 342 endpoints) and MCP server for AI assistant integration
  • Time tracking linked to projects
  • VAT and tax model generation (e.g. forms 303, 390, 200)
  • Verifactu, SII and TicketBAI tax compliance

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
LanguagesEnglish, Spanish, Catalan
Forsmall and medium businesses (SMEs), freelancers, accounting firms, startups, medium companies
CompanyHolded Technologies SL · 2016

Integrations

StripeShopifyBBVASantanderINGCaixaBankSabadellPayPalN26RevolutMailchimpHubSpotWiseSlackZapierMakeWooCommerce

Complianceself-reported

GDPRVerifactuSIITicketBAIAnti-Fraud Law (Spain)

Resources

Pricing

Prices are shown in EUR and exclude VAT. All plans include a 50% discount for the first 3 months of billing; full non-promotional prices are recorded here. Custom pricing is available for accounting firms (Asesorías plan) upon contact with sales.

Plus€15/mo

Displayed with a 50% discount for the first 3 months (7.50 €/mo promotional price).

250 invoices/year, 1 connected bank

Basic€29/mo

Displayed with a 50% discount for the first 3 months (14.50 €/mo promotional price). Includes access to Holded Partner Advisory.

1,000 invoices/year, 5 connected banks, 15 active reconciliation rules

Standard€59/mo

Marked as most popular plan. Displayed with a 50% discount for the first 3 months (29.50 €/mo promotional price).

3,000 invoices/year, unlimited banks, 50 active reconciliation rules

Advanced€99/mo

Displayed with a 50% discount for the first 3 months (49.50 €/mo promotional price). Priority phone and email support included.

10,000 invoices/year, unlimited banks, 100 active reconciliation rules

Premium€199/mo

Displayed with a 50% discount for the first 3 months (99.50 €/mo promotional price). Additional users cost €10/month each.

15 users (expandable at €10/user/month), unlimited invoices, unlimited projects

50% discount for the first 3 months on all plans

Last checked 10 days ago·