Use cases
Check your Holded figures
Four questions Gescon answers by querying the billing and accounting data you authorise.
Finance
«How much did we bill this client last quarter?»
Gescon queries Holded and returns the amount with an invoice breakdown.
Management
«Which invoices are more than 60 days overdue?»
A list of pending invoices, sorted by age.
Administration
«Is this supplier's expense recorded?»
Confirms whether the expense exists in Holded and returns its amount and date.
Sales
«What's this client's order history?»
Returns the list of orders with date and amount.
What it brings
What it can do
Read and update Holded data. You choose which modules and functions Gescon can use.
- Authorised modulesBilling, contacts, or whichever you need: you decide which.
- Invoices with their statusIssued, paid, or pending, with the exact amount.
- Order historyPer client, with date and amount for each.
- Citations to the source recordEvery answer links to the exact invoice or expense in Holded.
- Actions you authoriseRead and update data in the modules you authorise.
Setup
An admin task, not a project
- Generate the API keyFrom the Holded panel, with the minimum necessary permissions.
- Authorise the modulesBilling, contacts, or whichever you need: you decide which.
- Validate with three questionsCheck the data it returns before opening it to the team.
Requirements
- Holded API key with permissions for the enabled functions
- Holded plan with API access
- A test module to validate before opening the rest
Estimated connection time: 20 min
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