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Brainstack + Holded

Holded invoices out, payments matched before nine.

Connect Holded and your billing agent prepares the day's invoices from your contracts, matches what came into the bank and drafts reminders for what is late. Anything from €3,000 waits for your yes.

Connect my Holded
  • Your own Holded account
  • From €3,000 waits for your yes
  • Tested end to end with real accounts
Billing and collectionsBrightline Studio · checked today at 8:00 · next check tomorrow at 8:00
Sample data

This morning in Holded

  1. 08:00Read 42 open invoices and their due dates
  2. 08:01Matched 5 bank payments with their invoices
  3. 08:02Found 4 monthly retainers due today
  4. 08:03Checked amounts and descriptions in each contract
  5. 08:04Prepared 4 invoices as drafts, VAT included
  6. 08:05Held one for you: it is over €3,000

5 payments matched · 4 invoices ready · 1 waiting for your yes

Draft invoice in Holded

Invoice F-2026-118Halcyon Foods · due 30 November
Description
November retainer
Base
3.000,00 €
VAT 21%
630,00 €
Total
3.630,00 €
From your brain

Retainer agreed in the March contract: €3,000 plus VAT on the 1st of each month.

Issue this invoice?Needs your yes

It is over your €3,000 limit, so it waits for you. Amount and description come from the contract signed in March.

Issued in Holded and sent to Halcyon Foods.Kept as a draft. The agent notes why.

What your agents do in Holded.

Holded stays your invoicing and accounting system. The agent does the daily rounds inside it.

  • Does it

    Prepares the invoices

    Retainers, milestones and deposits due today, with the right description and VAT.

  • Asks you first

    Issues what you approve

    Invoices from €3,000, voids and refunds always wait for your yes.

  • Does it

    Matches payments

    Each bank payment matched with its invoice, so you know who has paid.

  • Reads

    Reads your contacts

    Tax details, billing email and who to copy at each client.

  • Asks you first

    Chases what is late

    A friendly reminder on day 3, firmer on day 10 and 21, from your own address.

  • Does it

    Writes the cash summary

    Invoiced, collected and pending each week, ready for you and your accountant.

In the product catalog: Issues invoices, reads contacts and matches payments in Holded.

The agents that work inside Holded.

Billing and collections

Issues the day's invoices and chases what is late, politely.

See this agent
Financial reporting

Turns Holded into a monthly summary you can read in five minutes.

See this agent
Inbox and calendar assistant

Answers "have you received my payment?" with the real status in Holded.

See this agent
Client onboarding

Checks a new client's tax details are in Holded before the first invoice.

See this agent

Connected in three steps.

  1. 1

    Paste your Holded API key

    Create it in Holded's settings. It goes straight into your vault and you can revoke it any time.

    Connect HoldedBrightline Studio S.L.
  2. 2

    Set your limits

    The amount from which you approve, reminder days and tone.

    • Read contacts and invoices
    • Prepare invoices as drafts
    • Issue from €3,000 after your yes
    • Void or refund invoices
  3. 3

    Give it a schedule

    A morning round before you start covers invoicing and payments.

    Every weekday at 8:00Change it any time

Your invoicing, your rules.

What it can do in Holded

  • Read contacts, invoices and payments
  • Prepare invoices as drafts with their VAT
  • Match bank payments with invoices
  • Draft reminders in your tone

Never without your yes

  • Issue an invoice from €3,000 without your yes
  • Void, delete or refund an invoice
  • Email a client without your approval
  • Touch your bank details or tax settings

Your Holded key is kept in your own vault, on your own server in the US or Europe. Revoke it in Holded and access ends at once.

Works even better with these.

StripeReads payments, customers, subscriptions and invoicesWiseReads balances and transactions on your business accountGoogle SheetsReads ranges, adds rows and updates cellsGoogle DriveReads and indexes documents as a brain source and saves deliverablesHubSpotReads contacts and deals, logs activity and leaves a note on the record after every callXeroReads invoices, contacts and accounting reports

See all 100+ integrations

Holded questions, answered.

Does the agent issue invoices on its own?

It prepares them as drafts. Invoices from €3,000, voids and refunds always wait for your yes, and you can make that limit lower or higher.

What about VAT and Spanish invoicing rules?

Invoices are created inside Holded, so they follow the same series, taxes and settings you already use there. The agent fills in amounts and descriptions from your contracts.

Will my accountant notice anything different?

Only that payments are matched on time. Everything stays in Holded, where your accountant already works.

Has this integration been tested?

Yes. Holded is one of the integrations we have tested end to end with real accounts.

What does the Holded integration cost?

It is included in every plan: Starter $99, Growth $499 and Scale $999 a month. Your Holded subscription stays as it is.

Bill on time, no spreadsheets.

Connect my Holded

See your first agent at work.

30 minutes, on your own processes. Tell us what you'd hand over first and we'll come with it set up.

Enter a work email so we can reply.
Which company is it for?

We reply within one working day with two time slots. No newsletter, no sales sequence.

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