11 Best Holded Alternatives for Managing Business Operations (2025)

Start using ClickUp today

  • Manage all your work in one place
  • Collaborate with your team
  • Use ClickUp for FREE—forever

Holded is a solid all-in-one platform for managing business operations—from invoicing and CRM to project tracking and accounting.

But it’s not a perfect fit for everyone. Maybe you’ve outgrown its features, need deeper customization, or just want better value for your money.

The good news is that there are plenty of powerful Holded alternatives, each with its own strengths, pricing models, and industry-specific tools.

Whether you’re a startup needing simple invoicing, an agency looking for advanced project management, or an enterprise wanting more robust integrations, there’s an option that fits how you work.

In this blog, we’ve rounded up 11 of the best Holded alternatives that can help you streamline your business operations, save time, and scale smarter. Let’s dive in and find the right tool for your team.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Holded Alternatives at Glance

Here’s how Holded alternatives stack up against each other:

ToolBest ForBest FeaturesPricing*
ClickUpManaging projects, workflows, and business ops with AICRM with project management, Automations, Custom AI Agents, Brain, and Dashboards Free forever; Customizations available for enterprises
QuickBooks OnlineSmall business accounting and bookkeepingPayment reminders, auto bank sync, and organized expenses to boost productivity Paid plans start at $38/month
ScoroBusiness managementComprehensive business managementPaid plans start at $23.90/month per user
XeroCloud-based accounting with strong integrationsInvoice/payment tracking, expense managementPaid plans start at $29/month
OdooOpen-source business application suiteModular apps for CRM, accounting, inventory, project managementCustom pricing
Zoho OneAffordable business softwareCRM, finance, project management suitePaid plans start at $45/month
Bitrix24CRM and team collaboration on a budgetCRM, collaboration, project managementPaid plans start at $124/month
WaveFreelancers for business accountingFree starter, invoicing, and project accountingFree plan available; Paid plans start at $19/month
FreshBooksInvoicing and client billingCustom invoicing, time trackingPaid plans start at $21/month
NetSuiteEnterprise-level ERP and accountingComprehensive ERP including finance, CRM, and inventoryCustom pricing
SAP Business OneMedium-sized business needing ERPERP for finance, production, inventory, and reportingCustom pricing
*Please check the tool website for the latest pricing
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

How we review software at ClickUp

Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.

Here’s a detailed rundown of how we review software at ClickUp.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

Why Go For Holded Alternatives?

Holded is a business management tool. Its suite of features includes CRM, invoicing, accounting, inventory, and even basic project tracking.

Here are some common pain points users run into, compelling them to look for Holded alternatives:

  • Basic project management: The platform offers Kanban, Gantt, and task tracking, but lacks advanced capabilities like dependencies and workload views that scaling teams often rely on
  • No AI-powered workflows: There’s no embedded intelligence layer to automate repetitive work, summarize updates, or generate insights, which modern teams increasingly expect from all-in-one platforms for expense tracking as well as financial management
  • Confusing modular pricing: While tiered models offer flexibility, when there are too many, customers struggle to identify the plan that best fits—adding friction to onboarding and budgeting
  • Shallow CRM capabilities: The built-in CRM covers leads and pipelines, but misses advanced sales forecasting, omnichannel communication, and workflow automation needed by growing teams
  • Limited inventory and ERP depth: Stock management and manufacturing tools cover the basics but fall short for complex supply chains, multi-warehouse setups, or detailed procurement processes
  • Steep learning curve with scaling: While the interface is clean, the breadth of modules and add-ons can feel overwhelming for teams trying to expand beyond basic invoicing and accounting

Here’s what a Holded user had to say about it: 

I wish Holded had more customization options for reports and insights. It would make it even more tailored to my business needs.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

The Best Holded Alternatives to Use

Below, we’ve compiled the list of the best Holded alternatives you should explore: 

1. ClickUp (Best for managing projects, workflows, and business operations with AI)

ClickUp 4.0 UI project management
Manage all your documents, projects, conversations, and more on one comprehensive platform with ClickUp

ClickUp, the world’s first converged AI workspace, is one of the best Holded alternatives. It combines advanced project management, workflow automation, and customer relationship management —all powered by AI technology. 

Let’s see how you can use ClickUp’s Project Management Platform to 10X your productivity.

Keep your information centralized with ClickUp CRM

You can even manage customer relationships using ClickUp CRM. Its standout features include: 

With ClickUp Custom Fields, you can track data points like deal value, industry type, contract dates, or lead sources. You can add them directly to your tasks, turning them into rich client records within your CRM software.

ClickUp Custom Fields
Add Custom Fields and create filters to sort through CRM data with ClickUp Custom Fields

Furthermore, ClickUp Custom Statuses let you track your client journey intuitively. Create statuses like ‘New Lead’ or ‘Negotiation’ to understand where every deal stands.

No-code workflow automation for fast-tracking tasks

Hand off the repetitive workflows to Super Agents in ClickUp so you can focus on core operations

ClickUp’s Automations and Super Agents allow you to automate repetitive tasks by yourself, without depending on the tech team. For example, you want to free your team from manual updates as leads move through your pipeline. With the no-code Automations, you can set up:

  • Trigger: When a task’s status changes to “Proposal Sent”
  • Actions: Automatically assign the deal to the sales manager, update a “Next Follow-Up” date, and send a preset Slack or email notification
  • Result: Leads progress to the next stages, and alerts go out instantly

ClickUp CRM also offers customizable ClickUp Dashboards:

  • Rich visualization with 50+ Widgets: Visualize critical information like pipeline health, deal sizes, or customer lifetime value
  • Real-time sales insights: Dashboards update live, helping your teams spot trends, track KPIs like conversion rates, or monitor sales cycle velocity without exporting data to spreadsheets
Monitor the financial health of your organization using ClickUp Dashboards 

Lastly, you can track the financial performance of your business using ClickUp for Finance Teams. Let’s see how it frees up your finance team from the gruntwork, so that they can focus on more important tasks. 

Get live financial calculations right within your workspace

ClickUp’s Formula Fields let your finance teams compute values directly in task fields—no spreadsheets needed. You can calculate things like:

  • Days between invoice issue and payment due
  • Expenses minus budget to track cost overruns
  • Or formula-based profit margins per project
ClickUp’s Formula Fields : Holded Alternatives
Make advanced calculations using ClickUp’s Formula Fields 

These real-time computations appear inline with tasks and are automatically updated. Holded, on the other hand, provides static accounting figures but doesn’t let teams create custom, task-level formulas embedded in workflows. ClickUp does this natively—bridging execution with financial tracking. 

ClickUp’s searchable platform connects everything—tasks, docs, goals, comments—in a single index. Finance teams can:

  • Instantly pull up past budget attachments
  • Find related invoices or receipts
  • Surface project cost data without flipping tools

Holded lacks this unified search across docs, tasks, and commentary, making ClickUp’s Enterprise Search a win for fast financial transparency.

Leverage AI for financial workflows 

ClickUp Brain adds an AI-powered layer that turns raw data into insights. For finance teams, this means:

  • Expense summaries: Brain can scan a list of expense tasks or an uploaded report and generate a clear breakdown of overspending categories
  • Payment follow-ups: Ask Brain to list overdue invoices, then generate reminders as new tasks automatically
  • Financial Q&A: Type “What’s our Q3 travel expense total?” and Brain pulls the numbers from tasks, docs, or dashboards
  • Policy Assistance: Employees can query “What’s the company’s reimbursement limit?” and Brain surfaces the correct policy doc
  • Automated Action Items: After budget review meetings, Brain creates tasks for follow-ups
ClickUp Brain Home Renovation Budget
Create and refine quotations for your business easily via ClickUp Brain

15+ Views to support any workflow  

Visualize your projects using 15+ ClickUp Views. Every team member—whether a manager, developer, or designer can work in the format that makes sense to them.

Lastly, ClickUp also offers templates to meet your financial needs, such as the ClickUp Invoices Template

Generate invoices with auto-fill fields fast with the ClickUp Invoices Template

This template helps financial teams, freelancers, and agencies manage their client invoices. You get a clear, task-based system where every invoice is tracked with its status, due date, payment type, and client details. 

Additionally, you can categorize each invoice as Paid, Overdue, or Unpaid, making it easy to see your cash flow at a glance. It also lets you assign owners, add notes, and track hours and amounts tied to each bill. 

ClickUp best features

  • Document knowledge: Use ClickUp Docs to create SOPs, onboarding guides, wikis, and proposals that stay directly connected to tasks and projects 
  • Connect with third-party tools: Integrate with over 1,000 external applications like Dropbox, Google Drive, and even invoicing tools like QuickBooks and Xero with ClickUp Integrations 
  • Manage work efficiently: Use ClickUp Tasks to break down projects into actionable steps with assignees, priorities, due dates, and dependencies
  • Capture meetings automatically: Use ClickUp AI Notetaker to join calls, record discussions, and generate summaries with action items that connect directly to tasks

ClickUp limitations

  • Steep learning curve due to extensive customization options 

ClickUp pricing

free forever
Best for individual users
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
per user per month
Everything in Free +
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
per user per month
Everything in Unlimited +
Google SSO
Unlimited Message History
Unlimited Mind Maps
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business +
White Labeling
Conditional Logic in Forms
Subtasks in Multiple Lists
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
Try for free

ClickUp ratings and reviews

  • G2: 4.7/5 (10,400+ reviews)
  • Capterra: 4.6/5 (4,000+ reviews)

What are real-life users saying about ClickUp?

This review really says it all: 

ClickUp is great at giving our team a bird’s eye view of capacity and overall project management. We are still learning the best way to do things in ClickUp. However, it is helpful in seeing how a project can progress rather than seeing things clicked off the to do list like we had in previous project management systems. It is also helpful to be able to customize our instance to better help with our organization’s workflow.

In addition, we have had excellent customer support when needed. Very helpful overall.

2. QuickBooks Online (Best for small business accounting and bookkeeping)

QuickBooks Online is a cloud-based accounting and financial management platform. Built by Intuit, it helps small and medium-sized businesses with invoicing, expense tracking, payroll, and inventory and tax compliance.

QuickBooks has batch invoicing and expense processing, which lets you create, duplicate, or import multiple invoices and expenses in one go. This is a time saver for finance teams as it automates record entry—an efficiency that Holded doesn’t match.

The Finance Agent surfaces forecasts, variance alerts, and KPI scorecards that help teams make proactive financial decisions.

What if your team needs mobility? The QuickBooks mobile app enables real-time invoicing, expense capture through photos, and even mobile payments, ensuring financial workflows keep moving outside the office. Combined with rule-based automation for approvals and reminders, it cuts down on repetitive admin work.

Its integrations work well with payment processors and e-commerce platforms, so you don’t have to enter everything twice. The payroll integration handles tax withholdings, direct deposits, and W-2 generation automatically. 

QuickBooks Online best features

  • Automate payment reminders and match payments to invoices for quick collections 
  • Connect multiple bank accounts to automatically download, sort, and reconcile transactions for accurate financial records 
  • Organize expenses into detailed tax categories, automate sales tax calculations on income and expenses, and track GST/VAT 

QuickBooks Online limitations

  • The constant updates and forced changes to the interface are a recurring friction point 

QuickBooks Online pricing

  • Simple Start: $38/month per user
  • Essentials: $75/month (up to 3 users)
  • Plus: $115/month (up to 5 users)
  • Advanced: $275/month (up to 25 users)

QuickBooks Online ratings and reviews

  • G2: 4.4/5 (3,400+ reviews)
  • Capterra: 4.3/5 (8,100+ reviews)

What are real-life users saying about QuickBooks Online?

This is how one user described their experience:

I like that it’s easy to use and I can see all my business numbers in one place. The reports are clear and simple to understand, even if you are not a finance expert…The sandbox creation for testing is not as userfriendly as other platforms and you need to create new sandboxes every two years, makes no sense for our developers.

3. Scoro (Best for business management)

Scoro dashboard : Holded Alternatives
via Scoro

Scoro is designed primarily as a professional services automation (PSA) platform, making it suitable for consultancies, creative agencies, IT, and other project-based businesses.

As a Holded alternative, it integrates quoting, budgeting, project planning, time tracking, and billing into a workflow. You get complete visibility, from proposal to cash. Granular permissions ensure that sensitive client information stays secure. 

Where Scoro stands out compared to Holded is its ability to track budgets in real time. You can build detailed quotes, convert them into project budgets, and then monitor actual costs versus planned spend as work progresses.

Two other features include resource management and capacity planning to balance team workloads. Scoro also integrates time, expense, and cost tracking directly into project profitability. Every billable hour, expense, or retainer can be tracked and tied back to financial outcomes, giving your service businesses a much clearer picture of margins.

Scoro best features

  • Build and send detailed quotes for clients that automatically assess delivery costs and profit margins 
  • Get in-context answers to any questions about Scoro, with its advanced data engine, ELI 
  • Track time spent on tasks with built-in timers and timesheets for accurate billable hours 

Scoro limitations

  • The mobile application lacks many features compared to its desktop version, making it difficult to manage projects on the go  

Scoro pricing

  • Core: $23.90/month per user
  • Growth: $38.90/month per user
  • Performance: $59.90/month per user
  • Enterprise: Custom pricing

Scoro ratings and reviews

  • G2: 4.5/5 (410+ reviews)
  • Capterra: 4.6/5 (240+ reviews)

What are real-life users saying about Scoro?

One review puts it this way:

What I appreciate most about Scoro is its intuitive and detailed calendar, which allows easy tracking and management of all resources, including colleagues’ availability, meeting rooms, and various project-related elements…The least helpful aspect of Scoro is its task creation functionality, which feels somewhat cumbersome.

🚀 ClickUp Advantage: If you’re struggling with managing scattered AI tools and constant tab switching, ClickUp Brain MAX is the solution. It’s a single, contextual hub that eliminates tool overload.👇🏼

Here’s how you can use it: 

  • Replace different apps with a unified interface that brings together GPT-4.1, Claude, Gemini, and ClickUp’s native contextual Brain
  • Search all your tools, including Google Drive, Slack, Docs, GitHub, and more, for anything you need
  • Work four times faster by speaking your tasks, messages, or ideas with its Talk-to-Text feature
  • Create tasks, automate workflows, generate project plans, and even images using natural language 

4. Xero (Best for cloud-based accounting with strong integrations)

Xero dashboard
via Xero

Xero is built for small businesses that want their accounting completely in the cloud with automated, paperless workflows. It handles bank reconciliation, invoice tracking, and connects with over 1,000 third-party apps, making it pretty flexible for different business setups.

As a Holded alternative, it offers a more flexible invoicing system. You can send professional invoices, set up automated reminders, accept online payments, and convert quotes into bills from any device.

The interface takes some getting used to, but it works well with multi-currency support and international accounting standards. This makes it apt if you’re dealing with global clients or planning to expand overseas. 

Beyond core accounting, Xero integrates expense management, project tracking, and reporting into the same platform. Using Hubdoc, you can capture expenses digitally. Moreover, you can track project time and cost against budgets, and the system generates detailed profitability insights.

The downside is that customer support relies on callback requests rather than live chat, so you’re not getting immediate help when things go wrong.

Xero best features

  • Automate payroll and handle salary payments, tax filings, and employee leave tracking directly within the platform
  • Monitor stock levels, link items directly to invoices and purchase orders, and receive alerts when products run low
  • Get over 80+ built-in financial reports and customizable dashboards for profit and loss, balance sheets, etc 

Xero limitations

  • Limited customization available in reporting. If you need tailored reports, third-party apps, or additional workarounds are needed 

Xero pricing

  • Free trial
  • Early: $29/month per user
  • Growing: $50/month per user
  • Established: $75/month per user

Xero ratings and reviews

  • G2: 4.3/5 (750+ reviews)
  • Capterra: 4.4/5 (3,000+ reviews)

What are real-life users saying about Xero?

A quick snippet from a real user:

As a cloud based account system its is as good or better than other tested. It has all functionality needed and does not break the bank for the features…Does not integrate with multi-channel software (Linnworks etc.) so need to manually upload sales. For online or large volume sellers this may be a hassle and take more time. Does not have feed with all banks/credit cards etc.

🧠 Fun Fact: According to compliance laws, an invoice for imported goods must include the port of entry where the merchandise is destined, even if it’s an electronic invoice. Plus, it must clearly state the quantity using either U.S. units or the units used in the country of export. 

5. Odoo (Best for open-source business application suite)

Odoo dashboard : Holded Alternatives
via Odoo

Odoo is a modular ERP software that lets small businesses start with what they need and add pieces as they grow. Instead of paying for a full suite, you can start with essential apps like CRM or accounting. Then, you can expand into inventory, project management, HR, and e-commerce. 

The open-source framework allows for extensive customization of workflows. Both cloud and on-premise options give you control over your deployment. 

To handle complex logistics and operations, Odoor offers multi-warehouse management, barcode scanning, subcontracting workflows, and replenishment automation.

Two additional features include a flexible workflow engine and platform automation. You can edit interfaces, execute Python code, trigger server actions, automate workflows, and even send emails or SMS via button actions.

Unlike traditional ERP, which feels clunky, Odoo’s interface is intuitive, and the mobile apps let teams access real-time data from anywhere. The automation handles routine tasks like invoicing, inventory replenishment, and optimizing human resource processes

Odoo best features

  • Access real-time analytics and interactive dashboards to consolidate financial, sales, and more 
  • Handle complex manufacturing processes with work order management features 
  • Manage warehouse operations with improved tools for inventory tracking, multi-level packaging, and serial number customization 

Odoo limitations

  • The initial setup is overwhelming for new users, especially when dealing with customizations or third-party tools 

Odoo pricing

  • Custom pricing

Odoo ratings and reviews

  • G2: 4.3/5 (1,090+ reviews)
  • Capterra: 4.2/5 (1,260+ reviews)

What are real-life users saying about Odoo?

According to one reviewer:

Odoo is very simple to set up, use and manage warehouse orders and inventory items at many different warehouse locations… It was slightly complexed adding the inventory items to track into each warehouse location, which Odoo could simplify that process it will be one of the fastest systems to get started with.

📮 ClickUp Insight: 47% of our survey respondents have never tried using AI to handle manual tasks, yet 23% of those who have adopted AI say it has significantly reduced their workload.

This contrast might be more than just a technology gap. While early adopters are unlocking measurable gains, the majority may be underestimating how transformative AI can be in reducing cognitive load and reclaiming time. 🔥

ClickUp Brain bridges this gap by seamlessly integrating AI into your workflow. From summarizing threads and drafting content to breaking down complex projects and generating subtasks, our AI can do it all. No need to switch between tools or start from scratch.

💫 Real Results: STANLEY Security reduced time spent building reports by 50% or more with ClickUp’s customizable reporting tools—freeing their teams to focus less on formatting and more on forecasting.

6. Zoho One (Best for affordable business software)

Zoho One is essentially a business operating system that bundles over 40 integrated applications. These include CRM software, finance, HR, project management, marketing automation, and more. 

As a Holded alternative, Zoho offers interoperability. Actions in one app, such as closing a deal in CRM, can automatically trigger processes in others, like generating an invoice, enrolling a new customer into support, or sending an onboarding sequence. This cross-app integration reduces silos and makes workflows more seamless than Holded’s modular approach.

When you’re managing financial and customer data, you would also need enterprise-grade security and governance. For this, Zoho One offers multi-factor authentication, role-based access controls, compliance with GDPR and SOC standards, and even centralized device management.

Zoho Creator, the low-code builder, lets you design custom apps without needing tech support. For omnichannel customer support, you get Zoho Desk, SalesIQ, and Campaigns. You can manage chat, email, phone, and social media interactions in one place. 

Zoho One best features

  • Automate and customize your business processes with AI-driven tools like Zoho Zia 
  • Use built-in BI and analytics in advanced new dashboards and AI-powered insights for data-driven decisions 
  • Connect Zoho One with 1,500+ third-party apps through its marketplace, extending workflows across sales, finance, marketing, HR, and industry-specific tools

Zoho One limitations

  • The setup can be overwhelming, integrations across modules inconsistent, and the user experience varies significantly between apps, creating confusion for teams

Zoho One pricing

  • All Employee Pricing: $45/month per user 
  • Flexible User Pricing: $105/month per user

Zoho One ratings and reviews

  • G2: 4.3/5 (22,100+ reviews)
  • Capterra: 4.2/5 (120+ reviews)

What are real-life users saying about Zoho One?

A user shared this feedback:

Zoho Expense’s Start to Finish handling of business expenses is second to none… I would like to see even greater flexibility on the reporting side. The current customisation is good, but does not allow me to integrate the fields I need to present to our accounting team. 

🔍 Did You Know? More than half of global suppliers are paid late by their buyers. In some industries, such as chemicals and machinery, nearly 60% of companies report that invoices are paid over 30 days late.

7. Bitrix24 (Best for CRM and team collaboration on a budget)

Bitrix24 is a unified business management platform that combines CRM, project management, team communication, and automation.

What sets it apart from Holded is the built-in chart, video conferencing, and document sharing that keep cross-functional teams connected. 

Bitrix24 also offers a project management toolkit, featuring multiple views such as Gantt, Scrum, Calendar, and workload tracking. Holded, on the other hand, only offers basic Kanban and Gantt views.

The platform includes inventory management, marketing automation, and customer service tools designed to support business growth. All of these are secured with AES-256 encryption and comply with GDPR regulations. 

Bitrix24 has an AI assistant, Co-Pilot. It helps with tasks like summarizing text, translating, auto-filling fields, and generating checklists. And beyond standard CRM functionalities, it offers advanced marketing automation features, including email campaigns, A/B testing, analytics, and subscriber management.

Bitrix24 best features

  • Collaborate seamlessly using the company-wide social network Feed, shared calendars, and a centralized company drive
  • Communicate securely within the team using Bitrix24 Messenger with chat, video calls, and channels
  • Use the knowledge base and version-controlled content system to create internal guides, share best practices, and maintain documentation within the platform 

Bitrix24 limitations

  • The UX/UI is poor, with the layout and overall design being outdated 

Bitrix24 pricing

  • Standard: $124/month (50 users)
  • Professional: $249/month (100 users)
  • Enterprise: $499/month (250 users)

Bitrix24 ratings and reviews

  • G2: 4.1/5 (560+ reviews)
  • Capterra: 4.2/5 (900+ reviews)

What are real-life users saying about Bitrix24?

Here’s a firsthand perspective:

Love this system, hands down the best thing I found when I started my company and I use it in my other companies as well…Can be a little hard to learn and navigate at first, they offer partners to help with thing if you can afford it but I like to know how to do things. Once you learn it though it is super easy to use.

8. Wave (Best for freelancers and small businesses)

Wave dashboard
via Wave

Wave is a cloud-based accounting platform designed for freelancers, solopreneurs, and small business owners. As a Holded alternative, you get free access to a comprehensive suite of features. This includes invoicing, expense tracking, double-entry bookkeeping, and simple reports.

Finance features include unlimited invoices, automated reconciliation with bank feeds, and OCR-powered receipt scanning. The receipt capture tool uses OCR technology to auto-extract expense details from up to 10 receipts at a time, for smooth data entry and syncing directly with your accounting records.

The dashboard keeps cash flow, income, and expenses visible at a glance. 

Additionally, Wave’s estimates feature provides a professional way to manage quotes, eliminating the need for spreadsheets or manual re-entry. You can create branded estimates with your logo, colors, and terms, ensuring that every document sent to a client reflects your business identity. 

The system also tracks each estimate in real time, so you always know whether it’s been sent, viewed, or approved, enhancing productivity. This visibility makes it easier to manage your pipeline and follow up with prospects at the right time.

Wave best features

  • Create and send unlimited customized invoices with your branding and track their status in real time 
  • Automate business processes such as recurring invoices, reminders, and app integrations via Zapier or Make
  • Generate essential financial reports such as profit and loss, balance sheets, cash flow statements, sales tax, and general ledgers

Wave limitations

  • Wave’s automation is largely dependent on external tools like Zapier and lacks native workflow integrations

Wave pricing

  • Starter: Free
  • Pro: $19/month (unlimited users)

Wave ratings and reviews

  • G2: 4.3/5 (300+ reviews)
  • Capterra: 4.4/5 (1,700+ reviews)

What are real-life users saying about Wave?

See what this reviewer had to say:

Wave is free, simple, and ideal for small businesses. It makes it easy to manage invoices, payments, and reports without hassle…The tool quickly reaches its limits for more advanced accounting. Some features are restricted to North American users. 

🔍 Did You Know? The first electronic invoices were sent more than 30 years ago using Electronic Data Interchange (EDI).

9. FreshBooks (Best for invoicing and client billing)

The cloud-based accounting software, Freshbooks, is a Holded alternative for freelancers, solopreneurs, and small service-oriented businesses.

When billing a client, features such as customizable templates, recurring billing, automatic payment reminders, and multi-currency support are a huge time-saver. 

If you are a consultant or agency billing my time and expenses, time tracking and expense management features are helpful. You can record billable hours, capture receipts via mobile devices, and tie them directly to invoices.

FreshBooks also has a client portal. Your clients can securely view invoices, pay bills, make comments, and check project progress.

Lastly, the platform also doubles up as a project management software. On the financial side, it includes a profitability dashboard within every project, showing income, costs, billable time, and unbilled hours at a glance.

FreshBooks best features

  • Track unlimited business expenses and categorize them for tax filing and project accounting purposes with spend summaries 
  • Enable real-time file sharing and chat, feedback, and discussions directly within the context of the project
  • Leverage FreshBooks Payroll powered by Gusto for automated payroll processing, tax filings, contractor payments, and compliance

FreshBooks limitations

  • It doesn’t recognize expenses you add manually, so when it syncs to your bank, you’ve to go through them to avoid double-entry manually 

FreshBooks pricing

  • Lite: $21/month per user
  • Plus: $38/month per user
  • Premium: $65/month per user
  • Select: Custom pricing

FreshBooks ratings and reviews

  • G2: 4.5/5 (900+ reviews)
  • Capterra: 4.5/5 (4,500+ reviews)

What are real-life users saying about FreshBooks?

Straight from a G2 review:

It keeps invoicing really simple, I love how easy it makes to create and send invoices in really less time, also the clients find it really easy to understand and pay…It has limited reporting options for example if you want some advanced options, or breakdown or about taxes, it takes extra efforts, also to make it sync with external payment gateways is slow.

10. NetSuite (Best for enterprise-level ERP and accounting)

NetSuite works well for businesses that need enterprise-grade functionality. It handles finance, CRM, e-commerce, inventory, and HR in an integrated system. Additionally, the cloud-native ERP system offers multi-entity consolidation, subscription billing automation, and advanced fixed asset management.

The real-time financial reporting includes customizable dashboards and business intelligence with operational insights. It automatically handles complex workflows, such as revenue recognition, multi-location inventory tracking, and compliance reporting across various jurisdictions.

NetSuite’s SuiteCloud environment delivers everything from no-code tools (SuiteBuilder, SuiteFlow) for customizing UI and workflows, to low-code APIs and scripting (SuiteScript) that support full-scale development. This enables seamless adaptation across business processes without disrupting upgrades.

NetSuite best features

  • Use AI-driven multivariate forecasting in planning and budgeting for precise business predictions
  • Use Intelligent Performance Management (IPM) to embed AI analytics into Excel, Word, and PowerPoint through Smart View, automating chart generation and narrative insights
  • Scan receipts and invoices and automatically extract and populate accounting records using bill capture with advanced OCR 

NetSuite limitations

  • Deploying NetSuite typically requires months of planning, configuration, and training

NetSuite pricing

  • Custom pricing

NetSuite ratings and reviews

  • G2: 4.1/5 (4,000+ reviews)
  • Capterra: 4.2/5 (1,700+ reviews)

What are real-life users saying about NetSuite?

This is how one user described their experience:

Implementation requires careful planning to get the most out of the system. Its not a plug a play solution. There are wonderful partners in consulting firms that would be able to help implement something like this. Which will be another cost, but it’s worth the investment if this is a long-term solution.

🧠 Fun Fact: Oracle not only owns NetSuite (bought for a cool $9.3 billion in 2016) but also runs one of its biggest rivals—Oracle Fusion Cloud ERP. It’s like being both the coach and the opposing team on game day.

11. SAP Business One (Best for mid-sized businesses needing ERP)

Holded alternative SAP Business One brings enterprise-grade ERP capabilities into the SME space. The integrated system offers strong modules for financials, supply chain, manufacturing, procurement, sales, and customer management. 

It is used by SMEs transitioning from simple accounting-led platforms to a full ERP environment. Manufacturing firms, distributors, and companies with complex supply chains leverage advanced tools for materials requirements planning (MRP), production scheduling, and warehouse optimization.  

The platform excels in manufacturing operations, offering production planning, bill of materials management, and quality control features. The SAP HANA in-memory platform delivers real-time analytics and reporting that can handle large datasets. 

Unlike Holded’s cloud-native approach, SAP Business One offers flexible deployment: on-premise, cloud, or hybrid. This gives you more control over updates and infrastructure decisions.

SAP Business One best features

  • Work natively with Microsoft Office and other SAP applications 
  • Use its interactive financial views, drag-and-drop reporting, predictive analytics, and customizable dashboards for deeper financial insights 
  • Automate procurement with SuiteProcurement capabilities that optimize vendor order management, purchase approvals, and consolidated purchase requests 

SAP Business One limitations

  • The ERP requires licensing and doesn’t configure automatically; this means you need a consultant 

SAP Business One pricing

  • Custom pricing

SAP Business One ratings and reviews

  • G2: 4.3/5 (520+ reviews)
  • Capterra: 4.3/5 (330+ reviews)

What are real-life users saying about SAP Business One?

One review puts it this way:

It is a complete ERP system. All modules in one program. The system has a multilingual interface and is adapted to regional fiscal requirements. SAP Business One partners provide excellent and fast support…The system has a rather old-looking interface. I know the manufacturer is working on full browser-based access, and I am rooting for it. 

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
Avatar of person using AI Summarize this article for me please

‘Hold’ Onto Success With ClickUp

You’ll look for Holded alternatives once you hit the limits of ERP-lite tools.

By managing projects with more depth, automating repetitive work, and adding AI where it matters, you’re not only avoiding inefficiencies but making room for smarter, faster growth.

With ClickUp, you can unify projects, documents, conversations, and reports in one shared workspace. The AI-powered platform helps you automate repetitive tasks, gain instant insights, and keep your business running smoothly as it grows.

So, what are you waiting for? Sign up to ClickUp for free today! ✅

Everything you need to stay organized and get work done.
clickup product image
Sign up for FREE and start using ClickUp in seconds!
Please enter valid email address