Invoices in Holded
Connect the invoices you receive by mail, messaging or folders with your accounting in Holded. Calitem extracts data, checks purchases and prepares accounts and labels before sending the result, without re-keying each expense.
Integration of Calitem with Holded
The integration connects the Holded organization that your company uses. The flow adapts to the accounts, tags, and fields you already work with.
Holded
- Management and accounting in the cloud
- Organization connected using API
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Companies and accounting firms can automate the extraction, matching of invoices, purchase orders and delivery notes, approvals and the generation of accounting entries in Holded.
Why integrate Calitem with Holded
Register invoices automatically
Calitem extracts headers and lines, checks the purchasing documents and prepares the result for Holded. Your team stops entering the same data by hand.
Respect your accounting structure
The assignment uses your chart of accounts and adapts to Holded tags. Each invoice arrives with the information your accounting needs.
Reduces operational load
Automate document collection, checks and approvals. Your team can focus on the differences that need revision.
How the integration works
The connection to Holded uses your API to send the information prepared by Calitem. Invoices go through extraction, checks, and approvals before reaching the connected organization. Holded maintains accounting, billing and business management.
Invoice transmission to Holded
The invoice arrives at Holded with supplier, dates, amounts, taxes and lines prepared. Calitem assigns ledger accounts and expense tags after checking purchasing documents and applying approvals.
The invoice OCR is the starting point. Calitem also cross-references each invoice with the purchasing documents, assigns the allocations and applies the process approvals before sending the accounting result.
- Verified purchases: Differences in quantity, price or tax are pointed out to the team.
- Accounting result: categories, subaccounts and allocations are prepared before transmitting it to Holded.
Supplier and customer synchronisation
Calitem identifies the supplier on the invoice and prepares its data along with the lines, amounts and taxes. The connection relates the result to the corresponding record of Holded and to the company to which the document belongs.
The Calitem team configures contact matching within the integration. Thus, the identification of the supplier is part of the accounting process of the invoice and its assignment and approval rules.
Assignment to cost centers
Calitem uses AI to assign entire documents or invoice lines to your cost centers. The allocation can be done in several ways, depending on how the expense is organized:
- Description of the cost center. The AI relates the content of the document with the description of the center to identify the corresponding allocation.
- Supplier. A supplier can be associated with a cost center to assign its invoices.
- Shipping address. The address of the document allows the expense to be related to a headquarters, store, construction site or other center.
- Product of each line. The allocation can depend on the product, allowing the lines of the same invoice to be distributed between different centers.
In Holded, Calitem relates the allocation to the tags configured to classify the expense. Accounting accounts and labels fulfill different functions: one indicates the nature of the expense and the other allows you to group it according to the organization of your company.
Operate with multiple companies
Each company maintains its Holded organization, its contacts, its accounts and its tags. Calitem allows you to work with several company codes and prepare invoices for the corresponding organization, without mixing their account assignments.
Implementation of integration with Holded
The Calitem team is responsible for connecting Holded and configuring companies, accounts, allocations and approvals. Initial connection work can be completed in one day. The standard implementation includes configuration, review, training and production for one week; The calendar adapts to the scope and the connected environment.
- Day 1
Connection with Holded
We connect the environment and configure the invoice route to accounting.
- Days 2–5
Accounting setup
We configure company codes, accounts, cost centers and approvals, and check data exchange.
- Day 6
Review and training
We review the configuration and show your team how to work with the integration.
- Day 7
Put into production
We activate the connected workflow between Calitem and Holded.
Calitem and Holded FAQ
What Holded environment does Calitem integrate with?
The integration connects the Holded organization that your company uses. The flow adapts to the accounts, tags, and fields you already work with.
Can I use Calitem as invoice OCR for Holded?
Yes. Calitem extracts headers and lines from PDF or image invoices and prepares the result for Holded. In addition to scanning documents, it checks orders and receipts, assigns accounts and allocations, and applies process approvals.
How are Holded labels used?
Calitem can recognize the cost center by the description, supplier, shipping address or product. The correspondence with the Holded labels allows you to classify the expense according to your structure, along with the ledger account that corresponds to it.
How are cost centers assigned?
In Holded, Calitem relates the allocation to the tags configured to classify the expense. Accounting accounts and labels fulfill different functions: one indicates the nature of the expense and the other allows you to group it according to the organization of your company.
Can I manage several companies?
Each company maintains its Holded organization, its contacts, its accounts and its tags. Calitem allows you to work with several company codes and prepare invoices for the corresponding organization, without mixing their account assignments.
Does Calitem replace Holded?
No. Holded maintains the accounting and financial processes of the management system. Calitem automates the receipt, extraction, verification, approval and accounting preparation of supplier invoices before sending the result.
Do I have to prepare files for implementation?
The Calitem team is responsible for setting up the connection and data correspondence with Holded. The native connection avoids routine exports and manual file transfers; The workflow adapts to the version and environment of your company.
How much does Calitem cost?
Check the current conditions in the Calitem pricing page.
Connect Calitem with Holded
Discover how to automate your invoices and prepare each account and allocation for your accounting system.
Request your demo