Holded Consulting
We help you implement, optimize, and integrate Holded
AtGROUPmee we are a Official Holded Solution Partner. That means that we not only know the tool: we know how to get the most out of it for every type of business. From the initial implementation to the integration with your current systems, we accompany you every step of the way.
WHAT DOES OUR CONSULTING SERVICE INCLUDE?
We adapt each project to the real needs of your company.
Diagnosis and planning
We analyze your current processes, your workflows, and your goals to design the Holded implementation that best fits your reality. No generic solutions.
Implementation and configuration
We set up Holded from scratch: chart of accounts, active modules, user permissions, document templates, and key automations. Everything ready to operate from day one.
Data migration
We transfer your historical information (clients, suppliers, products, invoices, accounting) in an organized manner and without losses. Your team does not start from scratch.
Integrations with other platforms
We connect Holded with the tools you already use: Pipedrive, Asana, Shopify, Power BI, payment platforms, and more. We automate workflows between systems to eliminate manual work.
Team formation
We train you team to master Holded from day one. Practical sessions, adapted to each user profile: administration, finance, sales, or management
Continuous support
Consulting does not end with implementation. We are available to answer questions, adjust settings, and support you as your company evolves.
WHO IS THIS CONSULTING FOR?
Is your company in any of these situations?
- You are considering implementing Holded and don’t know where to start
- You already have Holded but feel that you are not making the most of it
- You manage accounting and invoicing in spreadsheets and want to automate everything
- You have several tools that are disconnected from each other and waste time entering data manually
- Your team hasn’t fully adopted it and needs training and support
If you identify with any of these points, our consultancy is for you.