SWITCH FROM HOLDED
Holded to Calisto Ledger
Keep full double-entry books in Calisto: invoices, bills, bank feeds, VAT, fixed assets, budgets and reports, posted from every Calisto app the business already uses.
Característica por característica
Calisto Ledger junto a Holded
- 24 En ambos
- 3 Solo en Holded
| 27 características | Calisto Ledger | Holded |
|---|---|---|
| Books | ||
| Chart of AccountsCalisto: the chart of accounts is the business's own, and each account's role is mapped once so every Calisto app posts to the right account.Verificado 30 oct 2026Fuente | Sí | Sí |
| Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.Verificado 30 oct 2026Fuente | Sí | Sí |
| Sales | ||
| Recurring InvoicesCalisto: recurring invoices are raised on the account's own day, and each one is raised once, even when two schedulers fire together.Verificado 30 oct 2026Fuente | Sí | Sí |
| Credit NotesCalisto: a credit note reverses the VAT of what it credits, rate by rate, and never credits more than is left on the invoice.Verificado 30 oct 2026Fuente | Sí | Sí |
| QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Verificado 30 oct 2026Fuente | Sí | Sí |
| Automatic Payment RemindersCalisto: payment reminders are cadences the business sets, by email or text, starting the day after the due date and stopping when the invoice is paid.Verificado 30 oct 2026Fuente | Sí | Sí |
| Online Card PaymentCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Verificado 30 oct 2026Fuente | Sí | Sí |
| Purchases | ||
| Bills From a Scanned File or PhotoCalisto: a bill recorded with its document is read in the background, and its draft lines arrive checked against the supplier's open orders and deliveries.Verificado 30 oct 2026Fuente | Sí | Sí |
| Recurring BillsCalisto: recurring bills are raised on their schedule, the same way as recurring invoices and journals.Verificado 30 oct 2026Fuente | Sí | Sí |
| Bank | ||
| Bank ConnectionsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Verificado 30 oct 2026Fuente | Sí | Sí |
| Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Verificado 30 oct 2026Fuente | Sí | Sí |
| Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Verificado 30 oct 2026Fuente | Sí | Sí |
| Suggested MatchesCalisto: a bank line no rule placed gets a suggested match from its amount, date and description, for a person to confirm.Verificado 30 oct 2026Fuente | Sí | Sí |
| Currency | ||
| Exchange Differences on Foreign Currency InvoicesCalisto: every invoice, bill and payment keeps its own currency at the rate source the business chose, and the realised exchange difference is booked when it is paid.Verificado 30 oct 2026Fuente | Sí | Sí |
| Tax | ||
| Official Tax Forms Filled In From the BooksCalisto: the VAT report is itemised and the same in every country. It does not fill in a country's official tax forms.Verificado 30 oct 2026Fuente | No | Sí |
| Invoices Sent to TicketBAICalisto: e-invoices go out through the fiscal provider the business connects with its own account, and each document's first send is a rule in Automations.Verificado 30 oct 2026Fuente | Sí | Sí |
| VAT Records Sent to the Tax Agency as You GoCalisto: Calisto does not send the business's VAT records to the tax agency. Its VAT report goes to the accountant.Verificado 30 oct 2026Fuente | No | Sí |
| Assets | ||
| Fixed Assets and DepreciationCalisto: the fixed asset register works out depreciation by straight line, declining balance, sum of the years' digits or units of production, and posts it each month.Verificado 30 oct 2026Fuente | Sí | Sí |
| Planning | ||
| Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Verificado 30 oct 2026Fuente | Sí | Sí |
| Profit and Loss Against TargetsCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.Verificado 30 oct 2026Fuente | Sí | Sí |
| Reports | ||
| Balance SheetCalisto: the income statement, balance sheet, cash flow and trial balance read the same posted lines, so they agree with each other.Verificado 30 oct 2026Fuente | Sí | Sí |
| Projects | ||
| Project BillingCalisto: with Velocity, a project's time, costs and invoices sit on the project, and its profit and loss can be read on its own.Verificado 30 oct 2026Fuente | Sí | Sí |
| Time Records on ProjectsCalisto: with Velocity, time is tracked against a project and billed on the project's invoice.Verificado 30 oct 2026Fuente | Sí | Sí |
| Inventory | ||
| StockCalisto: with Inventory, stock is kept by item and location at the cost of each movement, and Ledger shows its value against the stock accounts.Verificado 30 oct 2026Fuente | Sí | Sí |
| Moving In | ||
| Import Accounting Entries and AccountsCalisto: Bring your books reads the vendor's own export files once, in the browser: chart, contacts, trial balance as opening balances, open invoices and bills, and journal history.Verificado 30 oct 2026Fuente | Sí | Sí |
| Phone | ||
| Receipt Photos From the PhoneCalisto: on the phone, a receipt photo becomes an expense, and a receipt taken with no signal is held until the phone is back online.Verificado 30 oct 2026Fuente | Sí | Sí |
| AI | ||
| Outside AI Assistants Connected to the BooksCalisto: there is no public API or connection for outside AI assistants. Finance Assistant answers questions inside Ledger.Verificado 30 oct 2026Fuente | No | Sí |
Lo que se mueve
Trae tus datos de Holded
Tus datos se leen en tu propio navegador y se envían a tu cuenta de Calisto. Calisto nunca ve tu inicio de sesión para el sistema anterior.
Desde un archivo de exportación
Exporte sus datos de Holded y coloque el archivo. Se lee en su navegador y se mapea en Calisto.
Estado de cuentas
Your accounts, with their codes and types. Bring these first: everything else names them.
Clientes
The people and companies you invoice.
Proveedores
The people and companies who bill you.
Balance de comprobación en su fecha de cambio
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
Facturas impagadas en su fecha de cambio
Invoices customers still owe you on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Facturas impagadas en su fecha de corte
Bills you still owe on the switch date, with what is left to pay. They are already in your trial balance; a payment after the switch clears them.
Historial del diario
Journal lines, if you want your history in Ledger. Lines dated before your switch date are kept for reference (your trial balance already holds them); later ones post.
Moving from Holded
Questions about switching
Do my Holded books come over?
Yes, once. Bring your books reads the export files Holded gives you, in your own browser: the chart of accounts, customers and suppliers, the trial balance on your switch date as opening balances, the invoices and bills still open then, and your journal history. Each account's likely role is suggested for you to confirm.
Can I keep Holded connected to Calisto?
No. Calisto keeps no connection or sync with other accounting software and stores no login for it. The books move in once, and from then on they are kept in Ledger. What you hand your accountant comes from Reports for your accountant.
Does Calisto send invoices to TicketBAI or VERI*FACTU?
Calisto sends fiscal documents through the fiscal provider you connect with your own account, and each document goes out as a rule in Automations. Calisto does not fill in official tax forms or send your VAT records to the tax agency: Ledger prepares the VAT report for your accountant.
Does Calisto pay my bills or run payroll?
Ledger records money after it moves: it marks a bill paid and from which account, but it never sends a payment. Payroll runs in Calisto Workforce, which posts one balanced payroll journal to the books.
Saber más
Todo lo que Calisto hace aquí
Las páginas detrás de esta comparación: el sector, las aplicaciones y las guías.