Smart treasury for SMBs.
Connect your bank accounts safely and keep close track of your cash flow in real time.
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FORGET ABOUT EXCEL
Connect your banks and have full control
You won't miss a single transaction. In Holded you can manage your company and your entire treasury with a single solution because everything is connected.
Automate treasury daily tasks
Controlled payments and collections
View your invoices in a visual list. You can check whether they are pending, collected or reconciled.
Faster conciliation
Save a lot of time by receiving intelligent suggestions of which transactions from your bank match the invoices you have issued.
Automatic synchronization
Keep your accounts up to date effortlessly and view them all within Holded. Forget about checking each bank separately in different apps.
The next step in keeping treasury updated
Speed up your treasury operations
Bank reconciliation rules
Tell Holded which movements can be done independently and forget about reconciling. Create custom rules and massively reconcile recurring movements without you having to do anything extra.
Bank remittances
Simplify your payments by consolidating them into a single order within Holded to send to your bank. You won't have to manually create remittances and direct debits, or enter totals by hand. This saves you time and avoids possible errors.
PLAN FOR THE FUTURE
Advanced cashflow
Forecast your cash needs
You can plan your financial goals and calculate, for example, how much will impact expanding your team or how to deal with unforeseen events.
Projection of cashflow goals
The cash goal projection allows you to create a budget based on your previously defined income and expense targets.
Scenario management
A scenario is an environment where you can set goals for a specific period of time. You can create several scenarios to analyze various what-if situations.
Holded gives you more
Cloud invoicing
Create professional invoices for your business in a couple of clicks.
Webinar on bank reconciliation
Learn from scratch how to connect your bank, access reconciliation and create banking rules.
Client support from day one
Get the support you need from an exclusive dedicated team.
Try Holded completely free for 14 days.
Start now