AI-Agents for Bookkeepers working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Prepare supplier bills for review with invoice and order differences.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsEmail an itemized list of open customer invoices each week.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsNote received-versus-invoiced gaps on supplier bills.
Your bill reviewer sees the quantity gap or missing receipt ID on the task, so they can decide what to do with the supplier bill.
6 toolsHold bills when your records show the supplier invoice was paid.
Your AP clerk sees a bill on hold, with the paid accounting entry linked for review before another payment starts.
4 toolsKeep each bill's review card aligned with its current due date.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsAdd payment details to a client's open bill review.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 toolsCreate an assigned follow-up for each unapproved bill due soon.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
9 tools
