AI Agent for Holded

"Find all invoices in Holded that are past due from last month, check the client contact info, and draft a polite reminder email in Gmail for each one."

"Pull the profit and loss statement from Holded for the last quarter and draft a summary of our main expense categories."

"Identify the top 5 clients by outstanding balance in Holded and draft a summary for my review."

"Compare project hours logged in my tracker with billed invoices in Holded to find gaps."

"Extract the key revenue and expense figures from Holded and format them into a Slack message for my team."

"Look at the latest bank transactions in Holded and match them against open invoices based on amount and date."

"Review the list of unassigned expenses in Holded and suggest the correct category based on the vendor name."

"Scan the invoice list in Holded to find any entries with the same amount and date from the same vendor."

"Extract new vendor info from my email and update the corresponding records in Holded."

"Take the petty cash spreadsheet and ensure every entry is recorded as an expense in Holded."

"Take the project list from my task tracker and create corresponding projects in Holded."

"Find contacts in Holded missing a tax ID and flag them for our team to update."

"Pull the project budget status from Holded and create a summary report for the team."

"Find active projects in Holded that have no associated invoices for the current month."

"Review the project list in Holded and mark projects as 'Completed' if the final invoice is paid."

"Generate the monthly tax report from Holded and save it to my Google Drive folder."

"Check that every expense in Holded has an attached receipt and flag those that do not."

"Review the VAT entries in Holded and ensure they match the tax report figures."

"Pull the full ledger from Holded and flag any entries that look like errors or missing data."

"Identify any months where the bank reconciliation in Holded is incomplete."