The Artificial Intelligence that works while you focus on your business
Holded manages, learns, automates, and decides with you
At GROUPmee, as an Holded Official Partner, we help you implement and make the most of all the artificial intelligence functionalities.
WHAT DOES HOLDED'S ARTIFICIAL INTELLIGENCE DO?
Holded’s AI operates through accounting rules oriented to the Spanish environment. There is no conversational assistant: the focus is on productivity and process automation. This means it works in the background, without you having to do anything special to benefit from it.
These are the main AI functionalities in Holded:
Smart scanner for invoices and receipts
Holded’s smart scanner allows you to upload any ticket or invoice in PDF or image format so that the AI automatically digitizes the content: it recognizes suppliers, dates, amounts, and taxes, and creates the necessary accounting entries without manual intervention.
Holded also automatically reviews the data of each invoice and alerts you if it detects possible duplicates or errors before posting, preventing repeated entries. You always have the final control: you review, adjust, and approve.
Key benefit: zero manual data entry.
Automatic bank reconciliation with intelligent suggestions
Holded automatically suggests bank transactions that match issued invoices, to know which ones have been paid and keep the accounting books up to date.
Thanks to intelligent suggestions, the system achieves a reconciliation in which bank transactions are linked to invoices, eliminating the need to review each bank separately.
Key benefit: what used to take hours can now be solved in minutes.
Accounting automation up to 95%
Each invoice generated in Holded automatically creates an entry in the general ledger, which is always kept up to date without becoming unbalanced.
Holded automates up to 95% of accounting tasks and provides real-time reports for a clear view of the accounting situation at any time. It represents an integration of the submission of tax forms, amortizations, and the locking of accounting periods.
Key benefit: instead of entering data, your accountant spends their time advising you.
Real-time financial reports
With Holded’s artificial intelligence systems, reports are updated instantly, allowing decisions to be made based on real data.
From the cash status to the performance by project, department, or client, everything is visible on a single panel updated in real time.
HOLDED AI FOR ADVISORIES AND PROFESSIONAL OFFICES
If you manage several companies from an advisory firm, Holded’s AI is the key to optimizing your processes. You can manage documentation, scan receipts and invoices, and record them directly from your account.
And if your clients also use Holded, the workflow is even smoother: all the information is synced in real time, even with automatic bank reconciliation.
FREQUENTLY ASKED QUESTIONS ABOUT HOLDED'S AI
Do I need accounting knowledge to use Holded’s AI?
No. Holded’s AI is designed so that anyone can manage their accounting without prior knowledge. The system automates technical tasks, and you just review and approve.
What formats does Holded’s smart scanner accept?
You can upload receipts, invoices, bills, and other documents in PDF, image, or directly from email.
Is Holded’s AI adapted to Spanish tax regulations?
Yes. Holded is fully adapted to Spanish tax regulations and already complies with the requirements of the Crea y Crece Law. It includes automatic generation of the main tax forms.
Does Holded automatically detect duplicate invoices?
Yes. Holded automatically checks the data of each invoice and alerts you if it finds possible duplicates or errors before recording them.
What is the difference between hiring Holded alone or with GROUPmee as a partner?
With GROUPmee you get custom implementation, tailored training for your team, and continuous support. We not only activate an account but also make Holded’s AI work optimally for your company’s specific processes from day one.
IMPLEMENT HOLDED'S AI WITH GROUPMEE
At GROUPmee we are official Solution Partners of Holded. We make sure that Holded’s Artificial Intelligence is not just an activated feature, but a tool that transforms the way your company manages its finances.
Do you want to see how much time Holded’s AI can save your company? Request a personalized demo with your own data and we will show you live.