AI-Agents for Accounting working with Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Show supplier bill variances before the team decides on them.
Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.
10 toolsSubtotal open invoices by customer for the weekly review.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsShow where supplier bills exceed recorded receipts.
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 toolsShow revised bill due dates and earlier dates during review.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsBlock ACH requests that match bills already paid in your books.
See likely repeat supplier payments stopped before release, with the paid bill behind each denial ready for your review.
10 toolsLink recorded payments to unresolved bill reviews.
Your bill review queue shows payments against open tasks, giving your team the details to close or correct the review.
9 toolsKeep each confirmed sales order linked to its matching invoice.
Your billed sales orders show invoice numbers and billing status, so your sales team can find the right invoice without checking by hand.
7 toolsTrack approval tasks for unpaid bills nearing their due dates.
Get clear follow-up tasks for bills nearing payment, so your payables person knows which approvals to chase.
9 tools
