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.
Funcionalidade por funcionalidade
Calisto Ledger ao lado de Holded
- 24 Em ambos
- 3 Apenas no Holded
| 27 recursos | 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 em 30 de out. de 2026Origem | Sim | Sim |
| Journal EntriesCalisto: a journal entry is saved as a draft, posted on purpose and reversed with a linked mirror entry, never deleted.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| QuotesCalisto: quotes are written in Proposals, and an accepted proposal raises the invoice through the same invoice writer Ledger uses.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| Online Card PaymentCalisto: each invoice carries one live payment link for its balance, and the card payment is taken with Payments.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| Recurring BillsCalisto: recurring bills are raised on their schedule, the same way as recurring invoices and journals.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| Bank | ||
| Bank ConnectionsCalisto: bank feeds are linked in Banking, Bank Connections, and each feed account is tied to an account in the chart.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| Bank Statement ImportCalisto: bank statements import from OFX, QFX, CAMT.053, MT940 or CSV, and a line is never imported twice.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| Bank RulesCalisto: bank rules run first, in the order the business sets, before any suggested match.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| Suggested MatchesCalisto: a bank line no rule placed gets a suggested match from its amount, date and description, for a person to confirm.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Não | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Não | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| Planning | ||
| Cash-Flow ForecastCalisto: Forecast projects the business's cash flow from its books.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| Time Records on ProjectsCalisto: with Velocity, time is tracked against a project and billed on the project's invoice.Verificado em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Sim | Sim |
| 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 em 30 de out. de 2026Origem | Não | Sim |
O que se move
Migrando seus dados de Holded
Seus dados são lidos no seu próprio navegador e enviados para sua conta Calisto. O Calisto nunca vê sua senha do sistema antigo.
A partir de um arquivo de exportação
Exporte seus dados de Holded e solte o arquivo. Ele é lido no seu navegador e mapeado para o Calisto.
Plano de contas
Your accounts, with their codes and types. Bring these first: everything else names them.
Clientes
The people and companies you invoice.
Fornecedores
The people and companies who bill you.
Balanço patrimonial na sua data de troca
Every account’s balance on the day your books start in Ledger. It becomes your opening balances.
Faturas não pagas na sua data de troca
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.
Contas a pagar na sua data de troca
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.
Histórico do diário
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.
Saiba mais
Tudo o que o Calisto faz aqui
As páginas atrás desta comparação: o setor, os aplicativos e os guias.