Holded Integration

Holded Integration — Automate Your Accounting

We connect Holded with your business ecosystem via its REST API. Invoice automation, bank reconciliation, data synchronization and custom reporting that eliminates manual work from your finance department.

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Servizi

What we do with Holded

Automation and extension of Holded through custom development on its API.

Invoice automation

Automatic invoice generation from e-commerce, CRM or management system orders. Sequential numbering, tax calculation, automatic email delivery and accounting entry.

Bank reconciliation

Custom reconciliation rules that automatically match bank movements with invoices and payments. Reduce reconciliation time from hours to minutes.

Custom reporting

Advanced financial reports that combine Holded data with information from other systems. P&L dashboards, cash flow, accounts aging and custom financial KPIs.

Data synchronization

Bidirectional sync of contacts, products, inventory and documents between Holded and your CRM, e-commerce or ERP. Data always up-to-date across all systems.

REST API integration

Custom connectors that use Holded REST API to create, read, update and delete data. Webhooks to react to events in real time.

Casi d'uso

Real-world Holded integration scenarios

E-commerce + Holded

Every confirmed order in Shopify or WooCommerce automatically generates an invoice in Holded, updates inventory and records the payment. Zero manual data entry.

CRM + Invoicing

When a deal closes in your CRM (HubSpot, Salesforce), a quote or invoice is automatically generated in Holded with the client data and product lines.

Advanced recurring billing

Automated recurring invoices with custom logic: prorations, volume discounts, usage-based billing and SEPA bank remittance generation.

Executive financial dashboard

Dashboards combining Holded data with CRM and operational metrics for a 360-degree view of your company financial health in real-time.

Altre integrazioni

Tutte le integrazioni A3ERP Stripe Odoo

FAQ

Domande frequenti about Holded

Can I integrate Holded with my online store?

Yes. We integrate Holded with Shopify, WooCommerce, PrestaShop and custom platforms. Every order generates an invoice, updates inventory and records payment automatically.

Does Holded have an API for integrations?

Yes. Holded offers a complete REST API covering contacts, invoices, products, treasury, projects and accounting. We develop the custom connectors that leverage this API.

How much does a Holded integration cost?

A basic integration (e-commerce to invoicing) costs between 3,000 and 8,000 euros. Complex projects with multiple flows and custom reporting range from 10,000 to 25,000 euros.

Can I migrate from Holded to another ERP?

Yes. We perform migrations from and to Holded. We extract data via API, transform it to the target system format and import with complete validation.

Iniziamo

Automate your accounting with Holded

We help you connect Holded with your systems and automate the financial processes consuming your team's time.

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