Holded for consultancies: invoice by project, track hours, and see the real profitability of each client
A consultancy doesn’t bill by product. It bills by hours, by milestones, by projects that sometimes take longer than expected. If your accounting and project management live in different tools, every month-end turns into manually figuring out which client was profitable and which wasn’t.
Holded connects billing, accounting, and project management in one system. At GROUPmee, we are an Official Holded Partner and we implement it tailored to how your consultancy really works, not with a generic setup.
INVOICE FOR PROJECT
In consulting, the margin is decided project by project. With Holded, you set up billing by milestones, hours worked, or fixed budget, and each invoice is linked to the project and client that generated it. You stop relying on separate spreadsheets to know what’s been billed and what’s still pending.
Key benefit: you close each project knowing exactly what was invoiced, when, and for what, without having to manually reconstruct the history.
INTEGRATED TIME TRACKING WITH ACCOUNTING
Every hour your team logs on a project can directly turn into a line on an invoice or actual cost data. This is especially handy in consultancies where several consultants work with the same client but have different rates or time commitments: Holded gives you traceability between hours worked and hours billed.
Key benefit: you can immediately see if a project is using more hours than budgeted, before the margin disappears.
PROFITABILITY PER CLIENT AND PER PROJECT
Traditional accounting tells you if the company is making money. It doesn’t tell you which client or type of project is really keeping the business afloat. With Holded, you can cross-check income, costs, and hours by project and by client, and see that profitability in real time, not just at the quarterly close.
A REAL CASE: THIS IS HOW WE DID IT WITH JELLIBY
Jelliby is a digital strategy consultancy that worked with Asana for project management and needed real visibility into the profitability of each project without relying on manual processes.
We implemented an integration between Asana and Holded that connects task and time management with billing and accounting, allowing Jelliby to analyze project profitability in real time.
DOES HOLDED FIT WITH YOUR CONSULTING?
Holded works especially well if your consultancy:
- Invoices by project, by milestones, or by hours, not just for a fixed product or service
- Has multiple consultants or teams working on different clients in parallel
- Needs to know which projects are profitable without waiting for the accounting close
- Wants to unify invoicing, accounting, and project management in a single system, instead of keeping disconnected tools
If your consultancy already uses Asana for project management, the Asana + Holded integration gives you the complete package: task planning on one side, invoicing and profitability on the other, connected to each other.
FREQUENTLY ASKED QUESTIONS ABOUT HOLDED FOR CONSULTANCIES
Does Holded work for small consultancies or only for large structures? It works for both. It adapts to solo consultancies or those with a few consultants as well as to structures with multiple teams and clients running in parallel. The difference is in how it is set up, not whether it is suitable or not.
Can I track how many hours each consultant spends with each client? Yes. Time tracking is linked to projects and clients, which allows you to see both the dedication per consultant and the hours used compared to what was budgeted.
Does Holded replace my project management tool? Not necessarily. Holded has its own project module, but if you already work with Asana or another tool, it’s common to integrate it with Holded so that the management side and billing/accounting side are connected.
How long does it take for a consultancy to have Holded up and running? It depends on the volume of historical data and the number of integrations needed. In the initial assessment, we give you a specific schedule for your case.
Do I need technical staff to maintain Holded once it’s implemented? No. We train your team to manage the day-to-day independently, and we offer continuous support for questions and adjustments.
IS HOLDED FOR YOUR CONSULTANCY?
We analyze how your consultancy invoices and manages projects today, and we tell you exactly how Holded would be set up for your case.