With the rise in the number of accounting software options, it has become harder for many businesses to decide which one they should go for and implement in their business processes. However, Holded is one such software option that is getting quickly popular among solopreneurs and small businesses. It comes with all the major features that one expects in useful accounting software.
In this article, you will learn about the accounting, invoicing, and billing software named Holded. In addition to it, you will find out whether the Holded software platform is a good option for your business or not. Next to it, we will discuss some of the essential features of Holded, followed by the essential pros and cons of the Holded ERP software system. Hence, to learn more about the software platform, read on through to the end of the article.
Holded – A Brief Overview Of The Software Platform
Holded is a software system that comes with a lot of features for small businesses. It is quite similar to the accounting software named Zoho Books. However, the Holded accounting software is a great option for SMEs if they are looking for a total solution for smart business management. The software system is based on the cloud, which comprises every tool and program that you need to manage the business.
Once you do a Holded login, you can simplify the everyday activities of your business organization and streamline accounting processes and invoicing. Apart from that, you can also automate your tasks quite well with the help of this software.
You can also improve the visibility of processes across your organization and can help in increasing productivity. Also, you can integrate various business software solutions under a single umbrella with the help of Holded. Moreover, you do not need to learn, purchase, and install other software, as you will get multiple software programs under one umbrella.
One of the best things about Holded is that it also allows integration with third-party software and applications. It also comes with a wide range of features and functions that can help streamline the flow of work across the departments of your organization.
Holded Smart Management Software – What Does It Offer?
With the help of Holded, you will be able to change your work hours easily with a simple click. Furthermore, with this smart management software, you will be able to automate your tasks and streamline all the accounting and invoicing processes.
According to a review on G2.com,
“Holded is the solution in the cloud that has everything you need to manage your business – anytime, anywhere. How about changing hours of work with a simple click? Holded simplifies your day-to-day, automating tasks and streamlining your accounting and invoicing. Start using this world-class cloud ERP today. 50% Discount for the first 3 months on all plans.”
The following are the major services that the Holded Smart Management Software offers you:
1. You will have little to no problems with your invoicing processes with the help of Holded. Basically, this software offers you automation features. Also, the software makes use of stored information to fill in fields automatically. Apart from that, you will get more than forty editable templates, which will allow you to personalize your company’s documents.
2. The software system also updates your accounts with time. Hence, you will have access to updated information faster. Although the process is automatic, you will still be able to edit. Apart from that, the software also allows you to keep track of what you have reviewed in the accounts and what you have not. In addition to that, Holded also collects your already existing data and automatically creates your report in real-time.
3. The services of Holded Smart Management Software also come with a cloud platform. Hence, you will be able to upload all aspects of your business in a single management platform.
Major Features Of Holded
Once you use Holded to manage your accounting processes, you will be able to create ledgers that are independent. Also, you can select predefined entries in your ledger to generate automatically as you create your invoice. Furthermore, with the help of Offset Entries Finder, you can quickly identify anything that is not working.
In addition to that, the Holded Smart Management Software will also amortize your assets. Basically, Holded will keep a count of all your assets that you have. Hence, you will not need to worry about writing entries manually,
Furthermore, you can also import and export data faster. To import and export information related to your bookkeeping, whether it is information from the past or something in the present, you just need to download or upload a spreadsheet.
Holded – Plans And Pricing
The following table gives you the plans and pricing of Holded:
| Plans | Pricing |
| Plus | $9 per month for one user |
| Basic | $25 per month for two users |
| Standard | $49 per month for five users |
| Advanced | $79 per month for ten users |
| Premium | $159 per month for twenty-five users |
Is Holded A Great Addition To Your Business?
According to GetApp.com,
“Holded enables users to create custom invoice templates and estimates to send to clients, and convert them into sales invoices to bill products or services with a click. Multiple dashboards provide a quick view into business insights at a glance, with real-time visual analytics.”
With a large number of options and features to maintain contacts, users can easily classify clients and providers based on expenses. Additionally, taking control of payments and important due dates is easy. The app also helps in providing transparency.
According to technologyEvaluation.com,
“Organizations that use Holded can put themselves in a position to add speed and accuracy to cross-departmental transactions and data sharing, increasing productivity across the board. The inventory and warehouse management tools help users optimize stock levels, which can help lower operating costs.”
The accounting software also comes with an easy-to-use accounting suite where you get options for bank reconciliation, detailed ledger formation, project budgeting, and more. One of the best things about this software is that, as already discussed, it allows you to integrate with other third-party applications. Hence, this helps in providing you with a better and more unified distribution management system.
Holded – The Essential Features Of The Software Platform
Being a popular accounting software and ERP system, Holded comes with a lot of features that are great for a small business. However, as per many complaints from reviews, we have noticed that there is a lack of advanced features. The following are the essential features of the given software platform:
1. Accounting Features
The following are the accounting features:
- Sales invoices
- Customizable invoice templates
- Receipts
- Proforma invoices
- Quotes
- Invoice issuance
- Received invoices
- Expenses
- Payroll
- Bank synchronization
- Suggested banks reconciliation
- Payment methods
- Sales and expense targets
- Custom fields on invoices
- Tags for customized analytics
- Smart Inbox
- OCR expense reader
- VAT tax filing
- Income tax filing
- TicketBAI
- Custom numbering
- Immediate Supply of Information (SII)
2. Projects Features
The following are the features to tackle complex projects:
- Projects templates
- Project profitability
- Tasks management
- Kanban board
- Gantt diagram
- List view
- Tasks creation form
- Time tracking
3. Inventory
The following are the features related to Inventory management:
- Purchase orders
- Sales Orders
- Delivery notes
- Custom stages
- Multiple warehouses
- Simple products
- Products with variants
- Products with lots
- Serial numbers
- Rates list
- Custom attributes
- VAT by country
- Stock alarm
4. HR Tools
The following are the major HR tools found in Holded:
- Employee database
- Absences and vacation management
- Time tracking
- Contracts
- Payroll
- My zone
- Documents
5. CRM Features
The following are the major features related to CRM:
- Customer database
- Personalized pipeline
- Activities
- Calendar
- Calendar integration
- Notes
- Meeting planner
- Tags
- Reports
Apart from these, there are many more features that you can check out by visiting the official website.
The Major Pros And Cons Of Holded
Every software you come across has some number of pros and cons associated with it. Holded is one such software that has more pros than it has cons. Here are some of the major pros and cons of Holded that you need to know:
Pros Of Holded
The following are the pros of Holded:
- Simple and useful interface with a large number of features.
- Easy and fast invoicing and accounting.
- Enables you to track information faster.
- Connection to banks and payment systems is faster.
- Easy invoice customization options and the ability to track contacts easily.
Cons Of Holded
The following are some of the major cons of Holded:
- Uploading payrolls can be difficult.
- Tax elements are basic and need updation.
- Lack of advanced features, which can be an issue for growing businesses.
Top Holded Application Rivals
Holded is a fantastic accounting software set to revolutionize how commercial accounting is done on a large scale. However, it will not do you a disservice if you know about some of the industry competitors that saturate the market as well. Here we Go!
Newton BPM
Newton BPM is a revolutionary BPM software that scales according to your company’s needs and demands. This flexible and reliable framework of the brand can help your company manage all of its business management issues regarding workflow, strategizing, and process flow. Therefore, it is a one-stop shop for all BPM needs.
ORGTraq
ORGTraq is a versatile business management software that helps its clients with human resources, payroll, project, and billing management. Therefore, it is a jack of all trades and can genuinely help businesses to run smoothly. The best part of the software is that it unifies all the needs and wants of a smooth-running business.
Kriya
Kriya has been in the business for a considerable amount of time. As a result, it is a highly reliable software that has made some amazing waves in the business management industry. Kriya has one of the most sophisticated document management systems that automates most of the complex workflow needs and wants.
LuitBiz BPM
LuitBiz BPM is primarily a SaaS Software that streamlines the business process of a wholesale firm. The platform manages processes like Engineering to Order (ETO), Manufacturing to Order (MTO), Assembled to Order (ATO), Manufacturing to Stock (MTS), and Procured to Order (PTO). Therefore, it is a versatile and practical software that can be used in a variety of ways.
Cflow
Cflow is primarily a cloud-based work process application that automates and robotizes different work processes. CFlow can genuinely help small to mid-size businesses to move from basic methods of record keeping to a more advanced means of recording and collecting work data. The best part about CFlow is its accessibility. Anybody with basic computer knowledge has the capability of mastering the software with ease. This makes it one of the most accessible forms of business softwares.
Tally Prime
Tally Prime is one of the leading business management solutions in the world. The brand is specifically known for its ability to look at the account, control stock, report, and payroll. This makes Tally Prime one of the leading software companies in the business management area. It is one of the most trusted business management software that is being used by at least 2 million businesses worldwide.
SalesZone
As the name suggests, SalesZone is a business management software that allows small to mid-sized businesses to manage their sales figures, inventory, and customer relationships. This is a versatile software that allows its users to manage different processes at the same time. This is a complete cloud-based service that improves efficiency and eliminates the hassle of managing servers. Therefore, it is excellent software that can take off the bulk of work and help your business grow elsewhere. You can manage sales, track orders, and do so much more at the click of a button.
Summing Up
Being a popular accounting software and ERP system, Holded comes with a lot of features that are great for a small business. However, as per many complaints from reviews, we have noticed that there is a lack of advanced features. What do you think about the software? Share your views with us in the comments section below.
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