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Finance integration

Holded integration for AI agents

Insiro connects AI agents to Holded so they can act in it under your rules. Holded is business management software for invoices, sales documents, services, contacts, groups, and tags. It helps teams keep finance and customer operations organized in one place. Every Holded action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Holded?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Holded.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Holded logo HoldedInsiroNetSuite

Example: Holded → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Holded

Can Insiro AI agents use Holded?

Yes. Insiro connects AI agents to Holded through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Holded access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Holded?

Holded connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Holded read-only for agents?

Yes. In Insiro Governance, set Holded to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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