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. You can also integrate various business software solutions under a single umbrella with the help of Holded. 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. 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. The software offers you automation features. 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 the documents of your company.
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.
Once you use Holded to manage your accounting processes, you will be able to create ledgers that are independent. 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:
|$9 per month for one user
|$25 per month for two users
|$49 per month for five users
|$79 per month for ten users
|$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. Apart from that, 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. 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
- Proforma invoices
- Invoice issuance
- Received invoices
- 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
- 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
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 vacations management
- Time tracking
- My zone
5. CRM Features
The following are the major features related to CRM:
- Customer database
- Personalized pipeline
- Calendar integration
- Meeting planner
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.
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.