Supplier invoice extraction, bank reconciliation, quote generation from your catalogue, project hours reporting and lead triage — all inside Holded, with idempotent writes and respect for your data model and the API rate limits of your plan.
If your invoicing, expenses, projects and CRM all live in Holded, you don’t want a parallel tool that duplicates contacts, blows up your API plan or forces you out of the ERP to see what happened. And you certainly don’t want an agent writing invoices without traceability or stepping over Treasury movements in the middle of a reconciliation.
We build the flows so every operation stays inside Holded — Contacts, Documents, Invoices, Payments, Projects — with an external reference to avoid duplicates, respect for the rate limits of your plan and always-validated writes. Anything that doesn’t fit goes into a reviewable queue; nothing posts on its own. Costs stay contained and there are no surprises on your Holded bill at month end.
PDF, email or photo — the agent extracts header, lines, VAT and withholding, and creates the document in Holded’s Purchases module against the right contact. Accuracy depends on the supplier (> 95% on standard invoices); anything uncertain lands in a queue with the reason.
Reads movements from Holded’s Treasury module, cross-checks them against issued and received invoices and proposes a match. Clear cases are reconciled; uncertain ones stay as a proposal for the accountant to decide — without touching anything already reconciled.
The agent reads the Products catalogue, the customer’s price list and the Contact’s conditions, and prepares the quote in the Sales module with real product, price and VAT. The sales rep reviews, adjusts and sends from Holded.
For professional services: gathers hours and notes from team channels (email, calendar, messaging) and posts them to the right project and task in Holded Projects. The owner reviews before closing the week.
Classifies inbound leads by intent and priority, enriches them with public data and assigns them to the right rep inside Holded’s CRM — with a summary of the conversation and a suggested next action.
Holded’s public API authenticates with an API key — you generate it from the panel and rotate it when you want. We store it encrypted per environment and never mix the test account key with the live one. If you rotate it, the flow is reconfigured with no downtime.
We work with the resources Holded exposes: Contacts, Documents, Invoices, Payments, Products, Projects. We don’t invent fields or stuff data into free-text notes for convenience — if you need an extra field, we use the custom fields Holded already supports.
Each Holded plan has its calls-per-minute limit. The connector tracks quota, backs off as it approaches the limit and prioritises critical operations (invoice writes) over optional ones (contact refresh). If your volume exceeds the plan, we say so before we start.
For resources where Holded exposes webhooks (typically billing and payment events) we listen instead of polling. Lower latency, fewer calls and no situations where the agent acts on stale data. Where there’s no webhook, we poll at a sensible cadence.
Every document we create carries a unique external reference — on a transient error we check the reference before writing, so the invoice is created exactly once. Every new flow is tested in a Holded sandbox account before pointing at the live one.
It works with the plans that grant access to Holded’s public API — usually the paid plans. The free plan has the API limited or closed depending on the case. During initial discovery we confirm which plan you’re on and which endpoints are available before committing to dates.
Holded bills by plan, not by call, but each plan has its own calls-per-minute limit and monthly quota. We design the connector to stay comfortably within your plan and warn you if the use case requires a plan upgrade — we don’t accept a project that forces you to pay Holded more without you knowing about it first.
We read movements from the Treasury module and cross-check them against issued and received invoices using amount, date, counterparty and reference. High-confidence matches are proposed for reconciliation; uncertain ones stay as suggestions for the accountant to decide. We don’t touch already reconciled movements or alter closed entries.
Yes. Holded allows several companies under the same account and the connector treats each one as a separate environment — its own credentials, its own idempotency, its own log. An agent can operate over a single company or several, but writes never cross company boundaries by accident.
We design for privacy from the start, human control, traceability, usage limits, permissioning and documentation. For sensitive processes, we help assess risk and applicable obligations under GDPR and the EU AI Act.
Every engagement is led personally by one of the partners. If there's a fit, you get a personal first read of your case within one business day — not a canned demo.
