Holded for Web

Seamless control for your operations

Holded is a cloud-based billing and invoicing platform designed to help businesses boost revenue and cut costs. Offered as a monthly subscription service, it provides tools for online invoices, recurring billing, and a client-facing billing portal. The solution is suitable for startups, growing companies, and larger enterprises seeking an all-in-one finance and operations tool. If you’re exploring alternatives to Unified Workplace, Holded is a solid option to consider.

What the platform delivers

• Recurring and subscription billing capabilities for predictable revenue streams
• Online invoicing with a customer-facing billing portal
• A variety of invoice creation and delivery tools

Unified suite of business applications

Holded bundles multiple business functions into a single platform so teams can work from the same data and make decisions faster. The suite includes:

• Inventory tracking and SKU management
• Project planning and time tracking
• Workforce and personnel management
• CRM to manage customer relationships
• Financial modules for accounting and reporting
• Invoicing tools for billing and estimates

Pricing structure

Holded offers a tiered approach to fit different budgets and business stages. There is a free basic tier plus several paid plans that unlock more advanced features and higher usage limits. This lets small teams start without immediate cost and scale up as their needs grow.

Invoicing, accounting, and financial insights

You can design personalized invoice templates and draft estimates that convert into sales invoices once approved. Holded supplies multiple dashboards with real-time analytics so you can quickly assess financial health and performance.

• Convert estimates into invoices and bill for products or services
• Access tailored accounting charts and instant account details
• Set monthly and annual budget goals and keep an eye on cash flow

Inventory management and performance tracking

Holded helps you maintain accurate stock levels and measure product profitability. Inventory items can have multiple categories, variants, and client-specific pricing. The system automatically updates quantities after sales or purchases and provides KPI visibility for each SKU.

• Track margins and KPIs for individual products
• Maintain variants, multiple client rates, and category organization
• Automatic stock updates following purchases and sales

Integrations and connectivity

The platform connects with popular e-commerce and third-party systems to keep data synchronized across sales channels.

• Magento and other commerce platforms
• PrestaShop storefronts
• Shopify stores and related tools

Ideal users and usability

Holded is especially useful for newer businesses that need an integrated, easy-to-learn system to manage invoicing, inventory, sales, and teams. The interface is organized and intuitive, helping you identify top revenue sources and cost drivers so you can focus on growing the business.