Your AI companion for Holded.

Turn invoice queues into a clear payment-follow-up plan.

An unpaid-invoice list is more useful when it answers the questions behind the numbers: Which balances are most overdue? Which customers have several open invoices? Which items are close to due and deserve a timely reminder? Which records have a note, document, or contact detail that changes the next step?

A Strawberry companion can work through the invoice information visible in Holded and organize it into a practical queue. Ask it to sort invoices by due date, identify repeated late-payment patterns, distinguish high-value balances from routine reminders, and produce a summary for the person responsible for receivables.

It can also prepare follow-up copy that reflects the invoice context you specify. That could be a gentle first reminder, a firmer message for a significantly overdue balance, or an internal note for an account that needs escalation. You remain responsible for confirming recipients, wording, timing, and whether any communication should be sent.

Investigate expense exceptions before they become closing-day problems.

Expense work often arrives with incomplete evidence: an attachment is missing, a merchant is vague, a date looks inconsistent, or two entries appear to describe the same purchase. These issues are easy to overlook in a long queue and time-consuming to reconstruct later.

Use Strawberry to inspect a set of expense records and identify the items that need attention. It can help compare visible receipt details with entered amounts and dates, surface entries lacking useful documentation, and create a focused list of questions for employees, bookkeepers, or managers. Instead of manually scanning every line with the same checklist, you can direct attention to the records that appear unusual.

For example, ask for a report of expenses over a chosen threshold that have no supporting document. You can also ask for entries from the current month whose merchant, amount, and date resemble another record. The result is a review aid, not an accounting judgment: verify tax treatment, categorization, and final documentation according to your company’s process.

Keep contact details reliable where financial work depends on them.

A correct invoice is still hard to collect when the relevant customer contact is absent, outdated, or unclear. Financial teams may discover the problem only when a reminder bounces, a billing question reaches the wrong person, or an account has several contacts without an obvious finance owner.

Strawberry can help audit the contact information visible in Holded against the needs of your current workflow. Ask it to identify customers with open invoices but no usable email address, flag duplicate-looking contact records, or gather accounts where key billing information appears incomplete. It can turn a broad cleanup task into a list of concrete records and reasons to inspect them.

You can also use a companion to prepare a reconciliation checklist between customer notes, invoice history, and contact details. This is especially useful after a sales handoff, a change in customer ownership, or a period of rapid account growth. Review each proposed correction carefully, since changing the wrong customer record can route future invoices or payment reminders to the wrong person.

Run a weekly financial-admin exception review before work piles up.

Set a concrete Friday review cadence for the finance or operations owner.

Each Friday, have Strawberry examine the prior week’s newly overdue invoices, invoices due within the next 14 days, expenses without adequate supporting documents, and customer records that could block payment communication.

The purpose is not to make automatic financial decisions. It is to create one reliable review moment before exceptions spread across inboxes, spreadsheets, and end-of-month cleanup. The companion can summarize what changed, group issues by urgency, highlight items that need a document or a contact correction, and draft a handoff list for the right owner.

Use the same process each week so your team can compare the current queue with the last review: what was resolved, what remains open, and what has become more urgent. For sensitive cases (disputed invoices, unusual expenses, high-value balances, or uncertain customer data), keep the final assessment with a qualified person.

Frequently asked questions