Month-end with 2-3 days invoicing projects by hand
Someone adds up tasks and hours from Asana/Jira, opens Excel, builds invoices and uploads them to Holded. 12-30 hours a month lost to back-office work.
Vertical · Agencies
Agencies with tracked time turned into Holded invoices without Excel
Time tracking from Asana, Jira, Harvest or Toggl connected to Holded. Per-project and retainer invoices with real margin visible per client.
By Juan Cantón Rodríguez · Updated
Creative, development and consulting agencies bill by project, by tracked hours, by monthly retainer with an hour bank, or by deliverables. Each model has its complexity: rates that differ by role, non-billable hours (internal, bug fix, warranty), retainers with extras, volume discounts. Excel ends up in every agency. We replace it with real sync between Asana/Jira/Harvest and Holded so the monthly close takes minutes, not days, and the real margin per client is visible.
- Digital marketing and branding agencies
- Software development agencies (custom dev)
- Technical and strategic consultancies
- UX/UI design studios
- Boutique teams of 5-50 people
Typical pains
What we see in agencies before we start
Invoice line items that do not match the tasks in the PM tool
The client receives 'Development 80h' and does not understand what they paid for. Frequent disputes, delayed payments, a damaged relationship.
Retainer + extras that get forgotten
The monthly retainer is billed fine. The client's extra hours (urgency, scope creep) get forgotten or discounted out of goodwill. 20-30% of margin lost invisibly.
Zero visibility of real margin per project
The team only knows what a project costs once it is finished. There is no way to tell whether the estimated-vs-tracked hours ratio is healthy until it is too late.
What we build
The stack ready for your vertical
- Asana / Jira / Harvest / Toggl as the source of tracked hours
- Rates that differ by person, by role, by project
- Automatic invoicing at month-end with detail per epic/task
- Monthly retainer with the hour bank deducted and extras as a separate line
- Warranty bug fixes marked as non-billable
- Real-margin reporting per project and per client
- Time off / internal hours excluded automatically
- Payment status visible in the PM tool so the team sees it without opening Holded
Ecosystem
Tools we integrate in agencies
Key integrations
See catalog The connections most requested in agencies
CRM
Holded + HubSpot
HubSpot and Holded sharing customers, opportunities and invoicing in real time.
See integrationCRMHolded + Pipedrive
Pipedrive and Holded sharing a single source of truth for customers and invoicing.
See integrationPaymentsHolded + Stripe
Stripe payments booked in Holded with no Excel and no manual reconciliation.
See integrationInvestment
Fixed price after a diagnostic
A 30-minute call, no strings. You leave with scope, timeline and a fixed price for your agencies.
Indicative range
From 2500 EUR depending on tools
Implementation time
8-15 business days
Book a diagnosticFAQ
Frequently asked questions in agencies
Asana or Jira as the source of hours?
Both. Asana with native time tracking or Harvest works perfectly for creative agencies. Jira with Tempo is the standard in technical / development agencies.
How do you handle differentiated rates?
Versioned config per project and client: 'Client X = senior 90 EUR/h, junior 50 EUR/h, design 75 EUR/h, lead 110 EUR/h'. Any matrix you need is reflected in the invoice lines.
Retainer with an hour bank?
Yes. Monthly retainer with 40h included. Each hour consumed is deducted from the balance. Extra hours over 40 billed as a separate line on the monthly invoice.
Margin reporting?
Yes. A dashboard that cross-references tracked hours, rate per person, real team cost (salaries) and the price billed to the client. Real margin per project / client visible.
Is it Verifactu compliant (mandatory January 2027 for companies, July 2027 for freelancers)?
Yes. Holded is an official AEAT Social Collaborator for Verifactu. If your agency is a company, the Holded invoices issued are compliant from the mandatory date.
Shall we talk about your agencies?
A 30-minute call, no strings. You leave with scope and a fixed price.