AI-Agents for Accounts Receivable Specialists working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Send Customer Balance Report
Email invoice details and customer subtotals before each review.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
Works with
45 tools
45 tools
Invoice Confirmed Orders
Create invoices for confirmed orders and keep invoice numbers easy to find.
Your billed sales orders show invoice numbers and billing status, so your sales team can find the right invoice without checking by hand.
Works with
7 tools
7 tools
1–2 of 2
