Calisto Ledger

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.

Bawat feature ay feature

Calisto Ledger sa tabi ng Holded

  • 24 Sa parehong
  • 3 Langit lamang sa Holded
Calisto Ledger sa tabi ng Holded, feature by feature
27 featureCalisto LedgerHolded
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Online Card PaymentCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Recurring BillsCalisto: recurring bills are raised on their schedule, the same way as recurring invoices and journals.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Bank
Bank ConnectionsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Suggested MatchesCalisto: a bank line no rule placed gets a suggested match from its amount, date and description, for a person to confirm.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanHindiOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanHindiOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Planning
Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Profit and Loss Against TargetsCalisto: budgets are set per account and period in their own currency and compared with the actuals as they post.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Reports
Balance SheetCalisto: the income statement, balance sheet, cash flow and trial balance read the same posted lines, so they agree with each other.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
Time Records on ProjectsCalisto: with Velocity, time is tracked against a project and billed on the project's invoice.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanOoOo
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.Naintalanan noong Okt 30, 2026PinagmulanHindiOo

Ano ang gumagalaw

Pagdadala ng iyong data mula sa Holded

Ang iyong data ay binabasa sa iyong sariling browser at ipinapadala sa iyong Calisto account. Hindi nakikita ng Calisto ang iyong login para sa lumang sistema.

Mula sa isang export file

I-export ang iyong data mula sa Holded at ilagay ang file doon. Binabasa ito sa iyong browser at inihahambing sa Calisto.

  • Tala ng mga account

    Your accounts, with their codes and types. Bring these first: everything else names them.

  • Mga Kustomer

    The people and companies you invoice.

  • Mga Tagapagbigay

    The people and companies who bill you.

  • Balanse ng subok sa iyong araw ng pagbabago

    Every account’s balance on the day your books start in Ledger. It becomes your opening balances.

  • Hindi nabayaran na mga invoice sa iyong petsa ng pagbabago

    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.

  • Mga hindi nababayaran na bili sa iyong switch date

    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.

  • Kasaysayan ng Journal

    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.

Malaman pa

Lahat ng ginagawa ng Calisto dito

Ang mga pahina sa likod ng paghahambing: ang sektor, ang mga app, at ang mga gabay.