Automate Your Holded with AI: What You Can Connect Without Touching Your ERP

What Holded is (and why you don't need to touch it)

Holded is one of the most widely used management ERPs among SMEs in Spain — invoicing, accounting, projects, CRM, and payroll all in one place. If you're already using it, it's probably because it fits how your team works. The problem usually isn't the ERP itself, but everything that happens around it: data coming in from outside (WhatsApp, email, a spreadsheet, another tool) that someone has to enter into Holded by hand.

At gigson solutions we're not proposing to replace Holded with something else. We connect AI agents to Holded's API to do that in-between work — without touching your ERP, without migrations, without a learning curve for your team.

What you can actually automate

Some concrete examples of what we've already connected:

• Automated invoicing: generating and sending invoices from data arriving from another system (an order, a work report, a booking), with no one having to fill out the form in Holded.
• Customer and stock sync: a change in an online store, a marketplace, or a spreadsheet automatically reflected in Holded, with no duplicate work across systems.
• Connected time tracking and payroll: we've already built this — a WhatsApp time-tracking bot with location recognition, integrated with payroll and ERP (both Holded and Odoo), which brought time-tracking compliance to 100% and eliminated manual hour-entry errors.
• Smart alerts and reminders: an agent that reviews pending invoices, due dates, or low stock in Holded, and notifies you through whatever channel you use (WhatsApp, email, Slack) before it becomes a problem.
• Data extraction into Holded: documents, receipts, or supplier invoices arriving as PDFs or photos, processed automatically and loaded into Holded with no manual transcription.

With human approval, not on autopilot

An important nuance: we don't propose letting an AI agent make business decisions without supervision. In processes like invoicing or payroll, the agent prepares and proposes — a person approves before anything is confirmed in Holded. It's automation with a safety net, not a black box.

How we get started

The process doesn't start with technology — it starts by looking at which manual tasks are taking up the most of your team's time today. From there, we design what to connect first — usually something small and measurable that can be validated in weeks, not months.

Want to see which part of your day-to-day in Holded could be automated? Talk to a Holded expert and let's take a look together.