Finance is your organization's accounting inside the applications: estimates, sales, purchases, contacts, payroll, annual budget and subscriptions, all synced with your Holded account, plus attribution to projects and the analytics that come out of those numbers.
Start here
First time here? The quickstart takes you from zero to your first Holded sync in a few minutes.
Your books, day to day
- Estimates, sales, purchases and contacts — the documents that arrive synced from Holded and how to browse them.
- Payroll, annual budget and subscriptions — what Finance manages on its own, without going back and forth to Holded.
Projects and analytics
- Project attribution and analytics — which project each invoice belongs to, and what your numbers say from above: treasury, recurring revenue, budget versus actual.
AI assistants
- Connect an assistant — plug Claude, ChatGPT or any MCP client into your financial data.
- The built-in assistant — the AI chat inside the app itself, with nothing to configure.