Direct Holded integration
Take Holded financial reporting to the next level
Quickbidata connects with Holded through a purpose-built connector that automates the download and structuring of financial movements. Turn Holded information into P&L, cash flow, working capital, treasury, budgets and ready-to-analyse dashboards.
Automatic refresh · Secure process · Complete financial reporting
Holded
REST connector
Quickbidata
Ingresos Real vs Budget (k€)
YTD · mensualP&L por línea
jun 2026| Concepto | Real | Bud | Δ |
|---|---|---|---|
| Ventas | 1.450 | 1.300 | +11,5% |
| COGS | −812 | −760 | −6,8% |
| Margen bruto | 638 | 540 | +18,1% |
| OPEX | −295 | −280 | −5,4% |
| EBITDA | 343 | 260 | +31,9% |
From Holded to reporting
From Holded to a complete financial view
Holded centralises the administrative and accounting activity of the company. Quickbidata uses that information to build a structured, automated financial model ready to monitor business performance.
- 01
Holded
Source of accounting and financial data.
- 02
Quickbidata REST connector
Direct and secure connection with Holded.
- 03
Movement refresh
Automatic download of new data every two hours.
- 04
Financial processing
Classification, mappings, recalculations and indicators.
- 05
Reporting & dashboards
Information ready for monitoring and decision-making.
Automatic and manual refresh
Your data up to date without manual processes
Automatic refresh every two hours
Quickbidata periodically queries Holded and downloads new movements. The process runs automatically to keep financial reporting current.
Manual refresh on demand
When you need the information instantly, you can trigger a manual refresh from Quickbidata. The full download, processing and recalculation kicks off.
Manual refresh process
The user doesn't need to run queries, export files or modify data models.
What you can analyse
All Holded financial reporting in a single environment
P&L
Revenue, costs, margins and result classified according to your financial model, not Holded's accounting structure.
Cash flow
Build cash flow from Holded movements with traceability down to the source document.
Working capital
Control customers, suppliers and operating funding needs without exporting to Excel.
Treasury
Visualise bank balances, cash position and inflow/outflow forecasts.
Budgets
Compare actuals vs. budget and update forecasts by entity or dimension.
Customer & supplier aging
Due dates, aging buckets and outstanding debt in one place.
Dashboards & ratios
Financial and operational indicators centralised and ready for management.
Adjustment entries
Apply reporting adjustments without modifying the original ERP information.
Project profitability
Analyse revenue, costs, expenses, hours and margin per project using Holded data. Availability depends on each customer's configuration.
Analysis by dimension
Cost centres, entities and other dimensions available based on the Holded setup.
An additional layer over Holded
Quickbidata doesn't replace Holded: it extends its analytical capability
Quickbidata doesn't replace Holded. It connects to its information, structures it and turns it into a financial environment designed for controllers, CFOs, leadership teams and business owners.
Security
End-to-end secure connection
The integration protects financial information throughout the process, from the connection with Holded to its visualisation in Quickbidata.
Secure REST connection
The integration with Holded uses REST services with securely managed credentials.
Controlled access and permissions
Every connection uses specific permissions, limited to the information the reporting needs.
Encrypted transmission
Information is encrypted end-to-end throughout the refresh process.
Process traceability
Full log of each refresh: when it ran, what was downloaded and what was recalculated.
Benefits
Less time preparing data. More time analysing the business.
Avoid manual exports from Holded.
Reduce Excel usage.
Automate recurring reports.
Improve data quality.
Centralise financial information.
Analyse several companies.
Compare actuals vs. budget.
Analyse profitability by project or dimension.
Keep traceability down to the accounting movement.
Make leadership follow-up easier.
Implementation
An integration ready to deploy quickly
Quickbidata tailors the financial structure, mappings and indicators to each company's needs.
- Step 1
Holded connection
We configure credentials and secure access.
- Step 2
Movement validation
We activate the connector and verify the downloaded data.
- Step 3
Financial model setup
We define mappings, structures, dimensions and indicators.
- Step 4
Go-live
We publish the dashboards and leave refreshes automated.
Use case
From the dashboard to the original movement
Finance leaders can analyse the result and progressively drill down to the detail that explains each indicator.
FAQ
Answers to your questions about the Holded integration
Other integrations
Are you working with NetSuite?
Turn Holded into a source of actionable financial information
See how to automate your reporting and gain a complete view of the business without manual processes.
Form origin identifier: landing_holded_en