Financial reporting for Holded
Everything you need to know about your business in Holded, without exporting a single file.
Quickbidata connects directly to Holded, refreshes your data every two hours or on demand, and delivers P&L, cash flow and treasury for one company or your whole group, ready and explained. Need something else? Just ask.
- Direct connection, no files
- Every 2 hours or on demand
- Read-only: we never change Holded
September closes €31k above budget, but customers are taking longer to pay.
Sales reach €1.42M and gross margin holds steady at 34.1%. The average collection period rises from 47 to 54 days, concentrated in five customers.
| k€ | Actual | Budget | Δ |
|---|---|---|---|
| Sales | 1.418 | 1.350 | +68 1 |
| Gross margin | 484 | 456 | +28 |
| Staff costs | (198) | (196) | −2 |
| Other expenses | (72) | (77) | +5 |
| EBITDA | 214 | 183 | +31 2 |
Example with illustrative data
How much do customers owe me beyond 90 days?
Quickbidata
You are owed €48,200 beyond 90 days across 6 customers. The top two account for 71%. View invoice list →
- Why did margin fall in September?
- Which project was most profitable this year?
- How much cash will I have at month end?
- How am I doing versus budget?
Choose whose perspective you want: CFO, Controller, CEO or Investor.
Holded keeps your accounts up to date. Understanding them still means Excel.
Holded makes invoicing and bookkeeping fast. But P&L versus budget, cash forecasts or project profitability still mean exporting, pasting and reconciling. With multiple companies, multiply the work for each one.
You export to Excel whenever you need a management report.
Each Holded company is a separate file.
Management questions wait until close.
Connected to Holded. No files in between.
Quickbidata reads your Holded accounting data through a dedicated read-only connector. No exports or templates: data arrives automatically, is organised around your chart of accounts and is ready to analyse.
- 01
Connect Holded
We configure read-only access with your team. Nothing to install.
- 02
Prepare your data
We map accounts, companies and dimensions to your management model.
- 03
Start making decisions
Reports, stories and answers from day one. Go-live in 3–4 weeks.
Holded data every two hours. Or right now.
Automatic synchronisation brings in Holded movements every two hours. Just posted an adjustment or heading into a meeting? Trigger a manual refresh for the latest data.
- Every 2 hours, automatically
- Manually, whenever you need it
- Every figure traceable to its source entry
All your financial reporting from Holded, ready to use.
Every module is ready from day one, for one company or the entire group. Drill into every figure to the Holded movement behind it.
Profit and loss
Monthly and year-to-date P&L versus budget.
Cash flow
Explain every cash movement, month by month.
Treasury
Daily cash position and forecasts.
Receivables and payables
Customer and supplier aging by bucket.
Budgets
Budget versus actual, without spreadsheets.
Projects
Project profitability using Holded data.
Need something else? Just ask.
Type your question as you would ask your adviser. Quickbidata finds the answer in your Holded data in seconds, with the figure, a chart and its source.
Example with illustrative data
How much do customers owe me beyond 90 days?
Quickbidata
You are owed €48,200 beyond 90 days across 6 customers. The top two account for 71%. View invoice list →
- Why did margin fall in September?
- Which project was most profitable this year?
- How much cash will I have at month end?
- How am I doing versus budget?
Choose whose perspective you want: CFO, Controller, CEO or Investor.
Your Holded data, protected.
- Read-only access: Quickbidata never modifies Holded.
- Data hosted in the EU, in line with GDPR.
- Role-based permissions: each person sees only what they should.
- AI is not trained on your data.
Do you manage clients in Holded?
Connect all your clients in a single environment, with their data kept separate, and offer monthly reporting and immediate answers as a recurring service.
Frequently asked questions
How does Quickbidata connect to Holded?
Through a dedicated connector using the Holded API with read-only access. Nothing to install and no files to export.
How often is data refreshed?
Automatically every two hours. You can also trigger a manual refresh whenever you need it.
What does a manual refresh include?
It retrieves new or modified Holded movements since the last load and recalculates reports and stories.
Does Quickbidata replace Holded?
No. Holded remains your invoicing and accounting tool. Quickbidata only reads its data for analysis.
Can I connect multiple Holded companies?
Yes. View each company separately or all together.
Can I analyse project profitability?
Yes, using the projects you already manage in Holded.
Do I have to export to Excel?
No. View reports directly in Quickbidata and ask the chat for anything else.
How is my information protected?
Read-only access, EU-hosted data in line with GDPR, and role-based permissions.
See what your Holded reporting could look like.
In 30 minutes we show you Quickbidata connected to Holded and answer your questions.