Holded Accounting Component

Holded Accounting Component connects your flow to the accounting of your Holded account. It lets you look up the daily ledger entries of a period, see the chart of accounts, and create new accounting accounts.

It is useful to prepare accounting reports automatically, or to let an AI agent answer questions about the books without anyone exporting data by hand.

When to use it

• At the end of each month you want a summary of the daily ledger entries.
• An AI agent helps your accountants and needs to look up the chart of accounts.
• You open a new line of business and want to create its accounting account in Holded.

Configuration

You need a Holded Task API credential with your Holded account’s API key. See Credentials.

Field	What it does
Credential (required)	The Holded Task API credential used to access your account.
Resource	The kind of data you work with: Daily Ledger or Chart of Accounts. Default: Daily Ledger.
Operation	What you do with that data. The list changes with the chosen Resource. See Resources and operations.

When you choose the resource and the operation, the component shows only the fields that operation needs.

Resources and operations

Daily Ledger

Operation	What it does	Fields
List all entries	Returns the daily ledger entries between two dates.	Filter Start (required), Filter End (required)

Chart of Accounts

Operation	What it does	Fields
List all accounting accounts	Returns the accounting accounts, optionally limited to a period.	Filter Start, Filter End, Include Empty
Create a new accounting account	Creates a new accounting account.	Account Prefix (required), Account Name, Account Color

What each field means:

Field	What it does
Filter Start / Filter End	Start and end of the period you want to look up. They are written the way Holded stores them: the number of seconds since 1 January 1970 (what is usually called a Unix timestamp).
Include Empty	When on, the list also includes accounts with no movements. Off by default.
Account Prefix	The four-digit prefix of the account you want to create, for example 7000.
Account Name	The new account’s name. If you leave it empty, the name of the parent account is used.
Account Color	A color to tell the account apart, in hexadecimal format, for example #2E86C1.

Output

The Response output returns Holded’s answer as text: the list of entries or accounts, or the details of the account created.

You can connect the result to an agent so it can summarize or explain it, or to a component that saves it in a spreadsheet. The component can also be connected to an Agent as a tool. See Tool Mode.

Example

A company wants to receive a summary of its daily ledger every month.

1. Schedule the flow to run on the 1st of every month.
2. Add Holded Accounting Component with the Daily Ledger resource and the List all entries operation.
3. In Filter Start and Filter End enter the start and end of the previous month.
4. Connect Response to an agent that writes the summary and to an email component that sends it to management.

Related components

• Holded Invoice Component: invoices, payments, taxes and treasury accounts.
• Holded CRM Component: funnels, leads and bookings.