Holded Review 2025: Pricing, Features, Pros & Cons, Ratings & More
Co-Founder and Chief Data Scientist
Holded: Top Accounting Software
4.15 / 5
Featured Accounting Software Alternatives for Holded
Custom
No
regulatory compliance, automation, cloud access
Editor's Take
NetSuite ERP is a comprehensive cloud-based enterprise resource planning (ERP) software designed to streamline business processes for organizations of all sizes. Key features include financial management, order management, inventory control, and procurement. It also offers advanced analytics and real-time reporting, making it ideal for decision-making. Pros include scalability, extensive customization, and seamless integration with other NetSuite modules like CRM and eCommerce. However, it can have a steep learning curve, and pricing may be high for smaller businesses. NetSuite ERP is best suited for growing companies needing a robust, all-in-one platform to manage complex operations across multiple departments.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$129 per month
Demo available
Automated invoice processing, global payments, tax compliance management
Editor's Take
Tipalti is an automation-focused financial management platform designed to streamline global payables for businesses. Its key features include automated invoice processing, global payments in multiple currencies, tax compliance management, and real-time payment reconciliation. The platform also integrates with accounting tools like NetSuite and QuickBooks, enhancing financial workflows. Pros include its ease of use, scalability for growing companies, and robust automation capabilities that reduce manual work. However, Tipalti’s complexity may be overkill for smaller businesses with simpler payables processes. Tipalti is ideal for medium to large enterprises managing high volumes of international payments and seeking to optimize financial operations.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Editor's Take
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Holded Review
What is Holded
Holded offers a robust invoicing and accounting system designed to accelerate administrative tasks. Users can create fully customizable invoices in multiple currencies while adhering to diverse tax laws. The platform tracks payment statuses and automates recurring billing, which helps reduce manual workload and enhances cash flow oversight. These features are especially valuable for businesses seeking efficient financial workflows.
The accounting module simplifies bookkeeping by integrating bank feeds that import and categorize transactions automatically. It supports compliance with local standards and generates critical reports such as profit and loss statements and VAT documentation. This comprehensive approach to financial management makes Holded online business management software a strong candidate for companies aiming to maintain precise records without extensive manual effort.
Inventory management capabilities allow businesses to monitor stock levels and supplier activities across multiple locations. The system provides alerts for low inventory and supports barcode scanning and batch tracking, reducing errors and optimizing stock control. This functionality is essential for companies that require accurate oversight of product movement and warehouse operations.
Holded also includes project management tools that enable teams to create projects, assign tasks, and monitor progress with time tracking. The integration of project data with accounting and invoicing ensures seamless client billing based on tracked hours or milestones. These combined features help businesses streamline operational workflows and resource allocation.
Customer relationship management is integrated to help organize contacts, track sales pipelines, and automate follow-ups. This CRM functionality centralizes client information, supporting sales and marketing efforts with insights into customer behavior and preferences. Together with invoicing and accounting, these modules form a cohesive platform suitable for managing multiple business facets.
The platform’s cloud-based structure allows access from any device with internet connectivity, facilitating team collaboration with role-based permissions and secure data storage. Additionally, Holded supports integration with various third-party applications, including payment gateways and e-commerce tools, which reduces redundant data entry and enhances workflow efficiency. For those interested in understanding how Holded fits into the broader landscape of financial software, exploring tax automation tools can provide valuable context about complementary solutions.
Featured Accounting Software Products
Custom
No
regulatory compliance, automation, cloud access
Editor's Take
NetSuite ERP is a comprehensive cloud-based enterprise resource planning (ERP) software designed to streamline business processes for organizations of all sizes. Key features include financial management, order management, inventory control, and procurement. It also offers advanced analytics and real-time reporting, making it ideal for decision-making. Pros include scalability, extensive customization, and seamless integration with other NetSuite modules like CRM and eCommerce. However, it can have a steep learning curve, and pricing may be high for smaller businesses. NetSuite ERP is best suited for growing companies needing a robust, all-in-one platform to manage complex operations across multiple departments.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software's overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It's crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$129 per month
Demo available
Automated invoice processing, global payments, tax compliance management
Editor's Take
Tipalti is an automation-focused financial management platform designed to streamline global payables for businesses. Its key features include automated invoice processing, global payments in multiple currencies, tax compliance management, and real-time payment reconciliation. The platform also integrates with accounting tools like NetSuite and QuickBooks, enhancing financial workflows. Pros include its ease of use, scalability for growing companies, and robust automation capabilities that reduce manual work. However, Tipalti’s complexity may be overkill for smaller businesses with simpler payables processes. Tipalti is ideal for medium to large enterprises managing high volumes of international payments and seeking to optimize financial operations.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Editor's Take
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$29 per month billed annually, free plan available
14 days
employee scheduling, time tracking, task management
Editor's Take
Connecteam is a mobile-first workforce management platform designed to help businesses streamline communication, scheduling, training, and operations for deskless and remote teams. Ideal for industries like retail, hospitality, construction, and healthcare, Connecteam offers an intuitive, all-in-one solution for managing employees from any location, ensuring that teams stay connected, engaged, and productive.
With features for employee scheduling, time tracking, task management, and real-time communication, Connecteam enables managers to coordinate tasks and monitor progress with ease. The platform also includes tools for onboarding and training, allowing businesses to standardize knowledge-sharing and compliance while tracking employee progress. Through customizable workflows, forms, and reporting, Connecteam provides valuable insights into team performance and operational efficiency. For organizations looking to improve team coordination, enhance communication, and empower deskless employees, Connecteam delivers a flexible and user-friendly solution that supports growth and efficiency.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$21 per user per month
30 days
Customizable Invoices, Expense Tracking, Time Tracking
Editor's Take
FreshBooks is a cloud-based accounting and invoicing software designed for freelancers, small businesses, and self-employed professionals. It simplifies financial management with features like invoicing, expense tracking, time tracking, and automated payment reminders. FreshBooks also offers robust reporting tools to provide insights into cash flow and profitability. With its mobile app, users can manage finances, track billable hours, and collaborate with clients on the go. Integrating seamlessly with payment gateways and other business tools, FreshBooks helps businesses save time and stay organized.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
By quote
Demo available
Tax management, employee self-service, analytics
Editor's Take
ADP Workforce Now is a comprehensive human capital management (HCM) platform designed for medium to large businesses. It offers a suite of tools that streamline HR, payroll, talent management, time and attendance, and benefits administration. Known for its scalability and ease of use, ADP Workforce Now allows businesses to automate routine tasks, maintain compliance with changing regulations, and optimize workforce management.
Key features include robust payroll and tax management, employee self-service options, and integrated reporting and analytics. The platform also offers mobile access, allowing employees and managers to handle HR tasks on the go. ADP Workforce Now’s integration capabilities with third-party applications and its strong focus on data security make it a trusted solution for managing complex HR operations.
For businesses seeking a reliable, all-in-one HCM solution that enhances efficiency, ensures compliance, and scales with growth, ADP Workforce Now is an excellent choice.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
Custom
No
Accounts payable, receivable, general ledger, cash management
Editor's Take
Sage Intacct is a cloud-based financial management software designed to help businesses streamline their accounting processes. Key features include accounts payable and receivable, general ledger, cash management, and advanced reporting with real-time financial insights. It also offers multi-entity and global consolidations, making it suitable for businesses operating across multiple locations. Pros include its strong integration capabilities with other business tools, scalability, and in-depth reporting features. However, the software may require a learning curve and customization for optimal use. Sage Intacct is ideal for growing small to mid-sized companies looking for robust, scalable financial management and automation solutions.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
$39 per month plus $5 per employee per month
Yes
Yes
Editor's Take
Paychex is a comprehensive human capital management (HCM) solution that offers payroll, HR, benefits, and compliance services for businesses of all sizes. With its robust set of features, Paychex automates payroll processing, tax filing, and benefits administration, helping businesses save time and maintain compliance with federal, state, and local regulations. It also provides tools for managing employee benefits, time and attendance, and workforce analytics.
Key features include automated payroll, tax compliance, employee onboarding, benefits management, and a self-service portal for employees to access pay stubs, tax forms, and benefits information. Paychex integrates with various accounting and HR software, making it a versatile solution for businesses with complex needs. The platform is also scalable, catering to both small businesses and large enterprises with customizable features and services.
For businesses seeking a comprehensive solution to manage payroll, HR, and benefits efficiently, Paychex offers a trusted platform that enhances workforce management while ensuring compliance and reducing administrative burdens.
Expert Score
In evaluating SaaS software, a comprehensive and structured methodology ensures a fair and accurate comparison across key metrics. This approach focuses on the most critical aspects that affect user experience, functionality, and business value. The following metrics—general features, cost, customer service, integrations, and mobile support—are evaluated to provide a holistic view of each software solution’s strengths and weaknesses. These metrics are selected based on their direct impact on software usability, scalability, and long-term effectiveness for businesses.
1. General Features - scoring weight 40%
This metric evaluates the core functionalities and tools the software offers. It involves assessing the comprehensiveness of the features, their relevance to the target users, and the ease of use. This is important because robust and well-designed features determine the software’s overall utility and efficiency in solving user problems.
2. Cost - scoring weight 15%
Cost analysis focuses on pricing models, value for money, and scalability. It’s crucial to evaluate whether the software’s features justify its price, considering different plans for small and large organizations. This is vital for businesses to ensure they invest in cost-effective solutions that fit their budget.
3. Customer Service - scoring weight 15%
This evaluates the responsiveness, quality, and availability of customer support, including channels like chat, email, or phone. Good customer service is essential for troubleshooting and ensuring smooth software usage, which reduces downtime and frustration for users.
4. Integrations - scoring weight 15%
This examines how well the software integrates with third-party tools (e.g., CRM, payment systems, collaboration apps). Seamless integrations are key for creating a unified workflow and enhancing productivity by connecting multiple systems, which is crucial for operational efficiency.
5. Mobile Support - scoring weight 15%
Mobile support assesses the software’s functionality and performance on mobile devices, including apps and mobile web versions. With increasing remote work and on-the-go usage, strong mobile support is critical to ensure users can access and utilize the software effectively, regardless of location.
How much does Holded cost
Holded: Top Accounting Software
4.15 / 5
A free trial is available for users to test Holded before choosing a plan.
Starter
- Price: €25 per month
- Basic invoicing and accounting features
- Up to 50 invoices per month
- 1 user included
- Essential reporting tools
Business
- Price: €50 per month
- Unlimited invoicing
- Advanced accounting and inventory management
- Up to 5 users
- Project management and time tracking
Enterprise
- Price: €95 per month
- All Business plan features
- Unlimited users
- Advanced analytics and custom reports
- Priority support
What are the pros of Holded
- All-in-one platform combining accounting, invoicing, inventory, and project management
- Real-time financial reports for monitoring cash flow, profit and loss, and balance sheets
- Automated invoicing and billing to streamline payment collection processes
- Inventory management with stock tracking, product variants, and supplier details
- Multi-currency and multi-language support for international operations
What are the cons of Holded
- Invoice templates offer limited customization, restricting branding options.
- Mobile app features are less robust than the desktop version.
- Basic inventory management unsuitable for complex stock needs.
- Project management tools lack advanced tracking and collaboration.
- Limited integration capabilities with third-party software.
What are the core features of Holded
Holded: Top Accounting Software
4.15 / 5
Holded offers a robust suite of tools designed to streamline and enhance financial and operational workflows, tailored for businesses seeking comprehensive management capabilities. Its features cover a broad spectrum, from financial tracking to project oversight, enabling efficient control and insightful analysis.
- General Ledger Management: Provides a detailed ledger system supporting precise journal entries for accurate transaction tracking.
- Tagging and Dimensions: Enables categorization of transactions through tags and dimensions to improve financial analysis granularity.
- Invoice Customization: Allows full branding and detailed customization of invoices to align with company standards and client communication needs.
- Accounts Receivable Automation: Automates invoice creation and dispatch to reduce manual efforts and optimize cash flow.
- Collections Automation: Sends automatic reminders and follow-ups on overdue invoices, aiding timely payment collection.
- Payment Processing for Accounts Payable: Facilitates direct payments to suppliers, enhancing efficiency in managing outgoing funds.
- Financial Statements Generation: Produces essential reports like profit and loss statements, balance sheets, and cash flow reports for financial clarity.
- Custom Reporting: Supports creation of tailored financial reports based on specific criteria to meet unique business insights.
- Budgeting and Forecasting Tools: Offers capabilities to set financial budgets and predict future performance, assisting strategic planning.
- Interactive Dashboards: Displays key metrics and real-time data visually for quick financial monitoring and decision-making.
- User, Role, and Access Management: Controls permissions and access levels, ensuring secure handling of sensitive financial data.
- Integration with Partner Applications: Connects seamlessly with various third-party tools to extend functionality and data exchange.
- Multi-Currency Support: Handles transactions in multiple currencies with accurate conversions for global business operations.
- Inventory Management: Tracks stock levels, manages orders, and updates inventory automatically with sales and purchases.
- Project Management: Monitors project budgets, expenses, and profitability for effective oversight.
- Time Tracking: Logs work hours within the platform to support billing accuracy and project cost control.
- Expense Management: Records and categorizes business expenses to streamline tracking and reimbursements.
- Bank Reconciliation: Automates import and matching of bank statements to ensure data accuracy and simplify reconciliation.
- Tax Management: Calculates and files VAT, aiding compliance with tax regulations.
- Multi-Company Support: Manages accounting for multiple entities within a single Holded account.
- Mobile Access: Provides mobile-friendly interfaces for finance management on smartphones and tablets.
- Document Management: Organizes financial documents like receipts and contracts in a centralized repository.
- Recurring Transactions: Automates recurring invoices and payments to reduce repetitive data entry and ensure timeliness.
- Cash Flow Management: Offers tools to monitor and forecast liquidity, supporting effective financial planning.
- Multi-Language Support: Accommodates various languages to serve a diverse user base.
- Audit Trail: Maintains comprehensive logs of all financial activities to support transparency and compliance.
- Customer Relationship Management (CRM): Includes basic CRM functions to manage customer details and improve communication.
- Automated Tax Reports: Generates tax reports automatically, simplifying submissions and minimizing errors.
Benefits of using Holded
Holded offers a unified platform that simplifies business management by combining essential administrative and financial tools into one accessible system. Below is an overview of the key benefits that make it a valuable choice for companies seeking efficiency, control, and growth support.
- Unified Business Management: Holded merges accounting, invoicing, inventory, and CRM into a single interface, eliminating the hassle of juggling separate software. This integration streamlines workflows and reduces errors from manual data transfers.
- Automated Financial Operations: Routine accounting tasks like invoice creation, expense logging, and tax calculations are automated, freeing up time and minimizing mistakes. This ensures faster, more accurate financial management.
- Real-Time Insights: With live dashboards and detailed reports, users gain immediate visibility into financial health and inventory status. These insights support timely decisions and strategic planning.
- Flexible Cloud Access: Being cloud-based, Holded allows teams to work remotely and collaborate seamlessly from any location, which is vital for businesses with distributed or mobile workforces.
- Inventory and Order Control: The platform tracks stock levels and manages orders to avoid overstocking or shortages, helping businesses maintain optimal inventory and meet customer demand efficiently.
- Customizable and Scalable Solutions: Holded adapts to diverse business needs with customizable invoices, reports, and workflows. It scales alongside growing companies, making it suitable for startups and expanding enterprises alike.
- Robust Security Measures: Data encryption and secure authentication protect sensitive information, ensuring businesses comply with security standards and safeguard their financial data.
- Integrated Customer Relationship Management: Built-in CRM tools help manage contacts and sales pipelines within the same system, enhancing customer interactions and streamlining sales processes.
- Support and Learning Resources: Holded provides accessible customer support and educational materials that assist users in maximizing the software’s features and resolving challenges promptly.
Our expert take on Holded
When I first explored holded accounting software review, what stood out immediately was its unified design. Instead of juggling separate apps for invoicing, inventory, and project management, everything is consolidated in one place. This simplification makes a real difference for small business owners or managers like me who need efficient workflows without diving into overly complex setups.
One aspect I appreciate is how accessible the platform feels. Even without a finance background, I found it straightforward to handle tasks that often feel daunting, such as generating financial reports or automating invoicing. This ease of use is a big plus for companies without dedicated accounting teams but still requiring solid financial oversight.
From my experience with holded features and pricing analysis, the automation tools are where the software truly shines. Automated expense tracking and real-time reporting cut down on manual errors and save time, which is invaluable when managing day-to-day operations. Plus, the cloud-based nature means I can securely access all this data wherever I am, which fits perfectly with modern remote work demands.
Integration capabilities also caught my attention. Holded connects well with various third-party services, including payment gateways and e-commerce platforms. This interoperability keeps business processes smooth without forcing me to sacrifice specialized tools I rely on elsewhere. However, it’s worth noting that for highly customized needs or industry-specific functions, holded might not yet offer everything larger ERP systems provide.
Security is another area where I feel confident using holded. It meets essential compliance and encryption standards, which is crucial when handling sensitive financial information. Additionally, the vendor’s customer support and extensive educational resources have been helpful whenever I needed assistance or wanted to deepen my understanding of the platform’s features.
For those interested in expanding their business technology stack, it’s useful to also consider other tools that complement accounting software. For example, reviewing the top 5 voip providers can help ensure communication solutions match the efficiency of your financial management systems.
What business types use Holded
Small and Medium-sized Enterprises (SMEs): These businesses benefit from Holded’s straightforward, cost-effective tools that unify invoicing, expense tracking, and inventory management. The platform helps streamline operations without the complexity of large ERP systems, making it ideal as the best accounting software for small businesses.
Freelancers and Solo Entrepreneurs: Holded’s intuitive interface and automation reduce administrative burdens, allowing independent professionals to efficiently handle client billing, project tracking, and financial record keeping, thus freeing time to focus on their core work.
Retail and E-commerce Businesses: With real-time stock monitoring and integrated sales management, Holded supports physical and online stores in maintaining accurate inventory and optimizing reorder processes. Its ability to connect with online sales channels and payment gateways enhances order processing and financial reconciliation, crucial for fast-moving e-commerce operations.
Service-oriented Firms: Marketing agencies, consultancies, and legal firms benefit from Holded’s project management and billing features, which facilitate tracking multiple clients and projects while ensuring precise invoicing based on hours or milestones.
Manufacturing and Workshops: Smaller manufacturers can leverage Holded’s inventory and purchase controls to monitor raw materials and supplier invoices, aiding in efficient production planning and cost management.
Nonprofit Organizations: Affordability and comprehensive financial tracking make Holded suitable for nonprofits needing to manage donations, expenses, and reporting to meet transparency and compliance standards.
Real Estate and Property Management: Holded assists these companies with invoicing, contract oversight, and financial reporting, while its CRM capabilities help maintain client relationships and payment tracking.
Startups: Holded’s scalable, modular design supports fast-growing companies by allowing them to expand functionalities such as payroll and advanced analytics as their business evolves, fitting the needs of cloud invoicing solutions for startups.
Additional Insight: For businesses seeking integrated communication tools alongside management software, exploring the best audio conferencing software can complement Holded’s comprehensive platform by enhancing remote collaboration and client interactions.
Best 5 alternatives to Holded
Connecteam
4.55 / 5
Connecteam is positioned as a comprehensive solution within the realm of workforce management software, designed to address common challenges in managing modern teams. Its overview hints at a platform that integrates multiple operational functions into one cohesive system, aiming to simplify the complexities of scheduling, communication, and task coordination. The description, though broad in its scope, suggests that Connecteam has been crafted to support organizations in optimizing their workflows without overwhelming them with unnecessary details. For those in search of a flexible and robust tool to streamline team management, Connecteam appears as a promising candidate worth exploring.
FreshBooks
4.5 / 5
FreshBooks emerges as a candidate in the accounting software arena that promises a streamlined approach to managing financial tasks for businesses. Its design hints at a user-friendly platform aimed at simplifying the complexities of daily accounting operations while delivering efficient performance. Although the details are sparse in the provided source, prospective customers can consider FreshBooks an intriguing option when evaluating solutions to ease their accounting challenges.
NetSuite ERP Accounting
5 / 5
NetSuite ERP Accounting delivers a unified platform that consolidates financial, sales, and HR data into a single system, simplifying management and enhancing accuracy by reducing the reliance on multiple disparate applications. Its automation capabilities streamline routine accounting tasks such as processing invoices and managing accounts payable and receivable, which helps minimize errors and frees up staff to concentrate on more strategic work. With real-time dashboards and customizable reports, users gain immediate access to vital financial metrics, enabling quicker and more informed decision-making. Additionally, the cloud-based design offers scalability, allowing businesses to effortlessly expand their usage and features without heavy IT investment as they grow.
Sage Intacct
4.7 / 5
Sage Intacct is a cloud-based financial management platform that empowers businesses with real-time access to vital financial data, allowing teams to operate remotely without losing any system capabilities. Its customizable dashboards deliver immediate financial insights, enabling leaders to make well-informed decisions quickly and confidently. The software is especially beneficial for organizations with complex or international operations, as it supports multi-entity consolidations and multiple currencies with ease. Additionally, Sage Intacct automates key accounting tasks and integrates smoothly with other business tools, enhancing efficiency while ensuring data accuracy and robust security.
Tipalti
4.55 / 5
Tipalti appears as an accounts payable automation solution that promises streamlined payment processes, even though the provided source does not furnish detailed specifics. The limited information hints at its role in simplifying complex financial workflows for businesses managing numerous vendor payments. Prospective customers evaluating accounts payable automation software might infer that Tipalti focuses on enhancing efficiency and reducing administrative complexities. However, with the absence of more granular data from the source, only a broad impression of its intended benefits can be gleaned at this time.
Frequently Asked Questions about Holded
Holded functions entirely through the cloud, enabling access to business data and management tools from any internet-connected device without the need for local software installations.
Yes, the platform allows multiple user accounts with customizable permission settings, which helps teams collaborate securely and manage data access effectively.
Holded supports a range of languages and currencies, designed to serve businesses operating across various countries, although the exact options depend on the subscription and region.
Integrations with popular third-party tools such as payment processors, e-commerce systems, and banking services are available, enhancing workflow automation and data consistency.
The software adheres to accepted accounting principles and local tax laws relevant to its markets, ensuring that financial reports and tax handling meet legal requirements.
Inventory management is built into Holded, allowing users to monitor stock levels, oversee suppliers, and control product orders with ease.
Support channels include email, chat, and an extensive knowledge base, with the level of responsiveness and availability varying according to the selected subscription plan.
Holded offers mobile apps for both iOS and Android devices, enabling business management from anywhere at any time.
Security measures such as data encryption, secure server hosting, and routine backups are implemented to safeguard user information and maintain privacy.
Yes, it automates tax computations and invoice creation, aligning with local tax laws to minimize manual errors and save time.
Holded supports managing various companies or entities under one account, simplifying operations for users with diverse business activities.
Related
15 Best Cloud Accounting Software for 2025
20 Best School Accounting Software for 2025
Best Occupier Alternatives & Competitors for 2025
