The problem: one company at a time
AI tools connected to management software usually think about a single company: yours. For an accounting firm, that means repeating the connection client by client or jumping from one account to another. The exact opposite of what you want from an assistant.
What isaak.pro adds
isaak.pro does not compete with Holded’s official connector: it complements it. It is a multi-company connector, designed for accounting firms and for business owners who run several companies.
- Multi-company (Multiempresa): connect several Holded companies and work with all of them from the same ChatGPT or Claude chat.
- Accounting-firm mode (modo asesoría): the firm works with its Holded client portfolio in one place, without opening one connection per company.
- Several people in the same company: your team and your client work on the same company, each with their own user and role.
- Every answer says which company each figure belongs to, so clients never get mixed up.
How it is used day to day
Just name the client (by name or tax number) in the question. Some examples:
- “How much has Panadería Sol invoiced this quarter, and how much VAT has it charged?”
- “Which supplier invoices does Construcciones Norte still have to record?”
- “Which companies in my portfolio am I working with in isaak.pro?”
- “Prepare a draft journal entry for Talleres García with these details.”
You will find more examples in 12 questions you can ask your Holded with AI and a step-by-step guide in Help for accounting firms (in Spanish).
Common use cases in a firm
- Preparing the quarterly meeting: the client’s sales, expenses and VAT in a three-line summary, before picking up the phone.
- Checking which clients have unrecorded documents in their Holded inbox and warning them in time.
- Answering quick client questions (“has this supplier paid me yet?”, “how much have I invoiced so far?”) without opening their account.
- Preparing draft invoices, journal entries or contacts that the professional reviews and confirms.
The time saved looking for data goes into what really adds value: reviewing, advising and anticipating. And because everything comes from Holded, the firm and the client look at the same numbers.
Security and control
- The connection with ChatGPT and Claude is authorised with OAuth and can be revoked at any time.
- Access permissions do not carry a copy of your clients’ Holded keys.
- Everything written to Holded (draft invoices, journal entries, contacts) needs your confirmation.
isaak.pro prepares and proposes; the professional reviews and confirms. It does not replace the firm’s judgement.
Price and licences
The first company you connect in isaak.pro is free, forever. From the second one, you pay per company and month in tiers, excluding VAT: see Pricing.
The isaak.pro price is separate from Holded. Each company needs its own Holded licence, because that is what provides the API key; the firm itself can work with Holded’s Asesoría Pro plan. From 9 to 30 November 2026, Holded is discounting Asesoría Pro and licences for new customers: we explain it in Holded Black Friday 2026.
How to get started
- Connect your first company in isaak.pro (free).
- Add the companies in your portfolio with their Holded key.
- Authorise access from ChatGPT or Claude and start asking about any client.
If you have questions about how it fits your firm, write to us: we are a Holded Solution Partner and we use it with our own clients.