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Holded

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Smart management software for SMEs to automate invoicing, accounting, inventory, and project management.

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Reviews onCapterra
344 reviews tracked

The Bottom Line

Entry price

Paid plans only

Biggest pro

Comprehensive all-in-one solution for SMEs.

Biggest con

Tax filing features are primarily for Spain, limiting international users.

TL;DR - Holded

  • All-in-one platform for invoicing, accounting, inventory, and project management.
  • Automates manual tasks like invoicing, bank reconciliation, and tax filing.
  • Provides real-time reports and insights for better business control.
Pricing: Paid only
Best for: Enterprises & pros
4.6/5 across review platforms

What is Holded?

Editorial review
Holded is a comprehensive business management software designed specifically for Small and Medium-sized Enterprises (SMEs). It centralizes various business operations into a single platform, helping companies streamline their invoicing, accounting, inventory, project management, and HR processes. The platform aims to replace manual tasks with automated, intuitive workflows, allowing businesses to save time and improve efficiency. The software offers features like automated invoice creation with customizable templates, real-time accounting reports, bank reconciliation, and tax filing support (especially for businesses in Spain). Beyond financial management, Holded includes tools for inventory tracking, project planning and profitability calculation, CRM for managing sales opportunities, and HR functionalities for team organization. It's built to connect all aspects of a company, providing a unified view and enabling data-driven decision-making.

Available on: Web

Pros & Cons

Pros

  • Comprehensive all-in-one solution for SMEs.
  • Automates many time-consuming manual tasks.
  • Offers real-time insights and reporting.
  • User-friendly interface for various business functions.
  • Strong focus on accounting and tax compliance, especially for Spain.

Cons

  • Tax filing features are primarily for Spain, limiting international users.
  • No free tier, only a 14-day free trial.
  • Pricing tiers limit users and features, potentially requiring upgrades as a business grows.

Ratings Across the Web

4.6(344 reviews)

Ratings aggregated from independent review platforms. Learn more

Key Features

Customizable Invoice TemplatesAutomated Recurring InvoicesExpense Scanner (OCR)Bank Synchronization (300+ banks)Real-time Accounting Reports (P&L, Balance Sheet, VAT Books)Tax Filing Automation (Spanish tax forms)Inventory Management with Stock AlertsProject Management with Profitability Calculation

Pricing Plans

Free Trial

Pricing checked Jun 15, 2026

Plus

$7.50 / month

Everything in all plans, plus:

  • 1 user
  • 1 bank connected
  • Basic reporting

Basic

$14.50 / month

Everything in all plans, plus:

  • 2 users
  • 5 banks connected
  • Basic reporting
  • Custom fields
  • User roles

Standard

$29.50 / month

Everything in all plans, plus:

  • 4 users
  • All of your banks connected
  • Advanced reporting

Included in all plans

  • Holded partner accountant
  • Verifactu included
  • Invoices and quotes
  • Expense scanner
  • Client portal
  • Cash flow
  • Recurring invoices
  • Accounting automations

Reviews

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4.6/5

Across 344 verified user reviews on Capterra

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Holded FAQ

How does Holded support businesses with their financial operations?

Holded centralizes financial management by offering automated invoice creation with customizable templates, real-time accounting reports, and bank reconciliation. It also provides support for tax filing, particularly for businesses operating in Spain.

Which teams within an SME would benefit most from using Holded?

Holded is designed for various teams within an SME, including finance for accounting and invoicing, sales for CRM and opportunities, operations for inventory management, and project teams for planning and profitability calculations. It aims to connect all aspects of a company for a unified view.

How does Holded compare to QuickBooks for business management?

Holded offers a comprehensive all-in-one solution that integrates invoicing, accounting, inventory, project management, and HR processes. In contrast, QuickBooks is primarily known for its accounting and financial management features, though it also offers integrations for other business functions.

What kind of limitations should international users consider regarding Holded's features?

International users should note that Holded's tax filing features are primarily tailored for businesses in Spain. While other functionalities are broad, this specific compliance feature may be less relevant for companies outside of Spain.

Does Holded include a free tier for small businesses?

Holded does not offer a permanently free tier for its services. Instead, it provides a 14-day free trial period for users to evaluate the software before committing to a paid plan.

Can Holded help manage project profitability and planning?

Yes, Holded includes tools specifically for project management, enabling users to plan projects and calculate their profitability. This helps businesses track the financial success of their undertakings.

How does Holded assist with inventory control for SMEs?

Holded provides dedicated tools for inventory tracking, allowing SMEs to monitor stock levels and manage their product assets efficiently. This feature is integrated with other business operations for a holistic view.

Source: holded.com

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