Holded AI employee
A Superkind AI employee that checks unpaid invoices, matches payments, reviews purchases, and creates reports in Holded. Message it in Teams or Outlook, it works in Holded and reports back with the result. Sensitive actions wait for your approval.
- Hosted in the EU
- GDPR data processing agreement
- Ready to start today
- Works in Teams, Slack and more
What is a Holded AI employee?
A Holded AI employee connects to your Holded account and completes the agreed work there. It checks unpaid invoices, matches payments, reads purchases, and creates reports. Superkind builds it with your company knowledge, your rules, and the terms used by your finance team.
Unlike Zapier or Make, there is nothing to configure. You describe the result in plain English, the AI employee picks the right Holded actions, chains them with your other systems, and asks for your approval before sensitive changes.
Holded is cloud business software for invoicing, accounting, finance, CRM, projects, and inventory.
You ask in Teams
Describe what you need in plain English.
Superkind picks the actions
Selects the right Holded actions and chains them together.
Superkind works in Holded
Checks invoices, matches payments, and creates reports.
Superkind reports back
Delivers the finished result to Teams or Outlook.
What can you ask Superkind to do in Holded?
Messages you would actually send. Copy one, swap in your specifics, and Superkind takes it from there.
“Check every unpaid invoice in Holded and list the amount, due date, and contact by urgency.”
you, to @Superkind“Match today’s bank transactions against unpaid invoices and flag every case without a clear match.”
you, to @Superkind“Create a report of revenue, expenses, and outstanding receivables for this month, then save it in Excel.”
you, to @Superkind“Let me know here as soon as an incoming payment in Holded cannot be matched to an invoice.”
you, to @SuperkindHow does Superkind work with Holded?
- Native integrations and connectors for 1,000+ tools
1Connect your systems
We connect Holded to your approved data and Microsoft Teams. Superkind only uses the Holded permissions needed for the agreed use case. The AI employee is then available in Teams.
@Superkind please check the unpaid invoices in Holded, match today’s incoming payments, and create a short report.
On it. I am checking the unpaid invoices and matching today’s bank transactions in Holded.
2Tell Superkind what you need
You message Teams with the outcome you need from Holded. Superkind understands your terms, checks the context, and picks the right Holded actions. Follow-up questions arrive directly in Teams.
- 12 unpaid invoices found
- 4 bank transactions unmatched
- September report created
Holded September reportWaiting for your approvalMatch four bank transactions?3Superkind operates, you approve
Superkind reads the data in Holded and delivers the result in Teams. Changes to invoices, payments, or journal entries wait for your approval. Every step in Holded is logged.
What can Superkind do in Holded?
Ask in plain English from Teams or Outlook. Superkind picks the right Holded actions, completes the work, and reports back. No workflows to build.
Check unpaid invoices
Lists unpaid, partially paid, or overdue invoices with contact, amount, and due date.
Find invoice
Opens an invoice by its invoice number and shows lines, status, and payments.
Get invoice PDF
Retrieves the PDF of an invoice for review or filing.
Create invoice
Creates an invoice with contact, lines, taxes, and payment terms.
Record invoice payment
Records an incoming payment with amount, date, and payment method against an invoice.
List purchases
Lists purchases and supplier invoices by supplier, date, status, or amount.
Review purchase
Opens a purchase with lines, taxes, attachments, and payment status.
Get purchase attachment
Retrieves a receipt or another attachment from a purchase.
Approve purchase
Approves a supplier invoice or another purchase in Holded.
Record purchase payment
Records a payment with amount, date, and account against a purchase.
List bank accounts
Shows bank accounts in Holded with name, currency, and available balance.
Check bank transactions
Lists bank transactions for an account by date range, amount, and reconciliation status.
Get cash transactions
Retrieves cash transactions from a bank account for a finance review.
Reconcile bank transaction
Reconciles a bank transaction with an invoice, payment, or journal entry.
List billing forecasts
Lists billing forecasts with expected amounts, due dates, and status.
Get chart accounts
Lists ledger accounts from the chart of accounts with number, name, and account type.
List journal entries
Lists journal entries by date range, ledger account, or document.
Get tax rates
Shows available tax keys and VAT rates for the relevant country.
Check expense accounts
Lists expense accounts with balances and related journal entries.
Create journal entry
Creates a journal entry with ledger accounts, amounts, and document text.
Search contacts
Finds customers and suppliers by name, tax number, email, or phone.
Open contact
Shows master data, billing address, bank details, and tags for a contact.
List contact groups
Lists contact groups for customers, suppliers, or custom segments.
List contact tags
Shows tags used to organise and filter contacts in Holded.
List products
Lists products with SKU, sales price, purchase price, and taxes.
Check stock
Shows available and incoming stock for a product by warehouse.
List projects
Lists projects with status, customer, budget, and responsible team.
Get project summary
Retrieves a project summary with tasks, time, costs, and profitability.
Superkind uses Holded together with your other systems
Ask for outcomes that span tools. The AI employee connects Holded with communication, spreadsheets, and accounting and delivers one finished result.
Superkind AI employees that work with Holded
Every role brings its expertise and uses Holded as one of its tools.
Companies working with Superkind
Frequently asked questions
Everything you need to know about your AI employee for Holded.
Yes. Superkind connects Holded through a managed integration. Your team can then put the AI employee to work in Holded from Microsoft Teams or Outlook. It only reads the data required for the agreed use case and runs approved actions with the appropriate permissions.
An admin provides the appropriate API access in Holded and confirms the required permissions. We set up the connection with you, test it using sample data, and restrict access to the agreed use case. Your team can then reach the AI employee directly in Teams or through Outlook.
It can check unpaid invoices, match invoice payments and bank transactions, review purchases, analyse ledger accounts and journal entries, and look up contacts, products, stock, and projects. Send it a task in Teams and it picks the appropriate Holded actions before returning the result in the format you need.
No. You do not need to build and maintain triggers, zaps, or fixed sequences. Describe the result you need in plain English. Superkind picks the appropriate Holded actions, connects them with Teams, Outlook, DATEV, or Excel when needed, and asks questions if details are missing or a decision is required.
Only with your approval. Superkind can independently read, check, and prepare invoices and bank transactions. Before it records a payment against an invoice, reconciles a bank transaction, or creates a journal entry, it waits for approval from a responsible person in Teams. Your team defines which additional actions are sensitive.
Superkind is hosted in the EU and we sign a GDPR data processing agreement. The AI employee receives only the minimum Holded permissions it needs. Model requests are not used for training. Access and actions are logged so your team can see which data was read and which approved changes were made.
Holded offers paid plans starting at about 15 euros per month, while larger plans reach the low hundreds per month. Pricing depends on plan and billing. Zapier starts at about 20 euros per month and Make at about 10 euros per month, both plus setup and maintenance time. Superkind is priced per use case, a fraction of a full-time role.