Calendly meetings to Holded contacts, quotes signed in DocuSign to automatic billing, correct 7%/15% income tax withholdings, retainers and projects closed without Excel.
Law firms, consultancies, architects, engineers, accounting practices and independent professionals live off billing time or projects. But the typical flow is extremely manual: the client books in Calendly, the professional takes notes in Notion, the project is proposed by email, the quote is signed on paper, hours are tracked in Excel, invoices are issued by hand with income tax withholding estimated by eye, and payments are chased over WhatsApp. Every step is replicable and the hidden cost in unbilled hours is brutal. We connect Calendly plus Aircall plus DocuSign plus Holded plus Notion so the lead to project to invoice to payment flow runs on its own, with correct withholdings and real margin reporting per client.
Independent professionals apply 7% the first year, 15% afterwards. If you bill B2B with a tax ID (company or self-employed), withholding applies. To B2C, it does not. Frequent errors that the advisory firm sends back with a correction.
The professional notes hours in a personal Excel. When the monthly close arrives, someone transfers them into Holded and issues the invoice. Lost hours, discounts out of suspicion, a client who complains.
The client confirms 'looks good' by email. Three months later they dispute the scope. With no qualified signature, hard to defend in a dispute.
The client pays a fixed monthly retainer. If you add an extra service mid-year, billing has to be adjusted and nobody remembers. A silent loss of income.
Calendly meetings that create contacts, notes and opportunities in Holded automatically.
See integrationCommunicationAircall calls linked to Holded contacts with automatic recording and notes.
See integrationWorkspaceHolded quotes sent to sign with DocuSign, and once signed, booked.
See integrationWorkspaceNotion databases synced with Holded to manage clients, projects and orders.
See integrationProject managementTrello boards that move on their own with your estimates, orders and projects.
See integrationMarketingActiveCampaign + Holded: marketing automation segmented by real accounting data.
See integrationA 30-minute call, no strings. You leave with scope, timeline and a fixed price for your professional services.
We configure Holded with automatic rules by client type: B2C individual with no withholding, B2B company with 15% withholding, B2B new company (first year plus the two following) with 7%, rentals with 19% where applicable. The professional issues the invoice without thinking about the percentage, it comes out correct.
Holded generates all the forms relevant to a professional. Your advisory firm files them from Holded directly. If you come from another source, we leave the flow clean so there is no divergence.
Yes. Recurring monthly billing with the correct concept and withholding. If you add extra services outside the retainer, we bill them separately with their corresponding withholding.
Yes. Automatic detection of country and tax ID to apply 0% intra-community B2B with VIES, local EU B2C rates, 0% for non-EU export. Form 349 (intra-community) generated automatically.
If you track with Toggl, Harvest, Clockify or an in-house system, we connect it. Hours to invoice lines with a description of the work. If you track by eye, we can set up a basic system based on Trello cards plus hours.
8-15 days for a small-to-mid firm with Calendly plus DocuSign plus Holded. 15-25 days for firms with time tracking plus marketing automation plus multiple professionals. Fixed price after a 30-60 min discovery.
A 30-minute call, no strings. You leave with scope and a fixed price.
