Run Your Operations. Keep Every Dollar Organized.
Banking & Accounting, All-In-One
$0
/month
Ditch the fees and messy apps. Holdings brings your accounts, payments, and records together—so your money is easy to manage and track.
Open Account
No monthly fees. Every dollar stays with your organization.
Effortless organization. Separate funds by client, project, or purpose—see everything at a glance.
2% APY. Watch your balances grow with no minimums.
Big protection. Up to $3M FDIC insurance.
Fast payments. Recieve funds, track, and move forward.
All ways to pay. Card, ACH, Apple Pay, Google Pay.
Free cash access. Withdraw from over 55,000 ATMs, with no hidden fees.
Mobile check deposit. Snap and deposit anytime.
Built-in accounting. Every payment and expense tracked, ready for tax time.
Easy exports. Connects with QuickBooks, Xero, and more.
Bookkeeping Done for You
Start at
$100
/month
Let Holdings manage your numbers. Our bookkeeping experts and smart software keep your books current and clear—so you’re always ready for tax season or review, without the stress.
Expert help. Dedicated professionals for your books.
No catch-up needed. We handle fixes and get you ready for year-end.
Always organized. Reliable numbers for your entire operation.
Simple monthly reports. Useful insights, available fast.
Stress-free reviews. Clear records for audits, leadership, and tax.
Run Your Business.
Keep Every Dollar.
Banking & Accounting, All-In-One
$0
/month
Ditch the fees and messy apps. Holdings brings your accounts, payments, and records together—so your money is easy to manage and track.
Open Account
Up to $3M FDIC insurance (sleep easy)
Effortless organization. Separate funds by client, project, or purpose—see everything at a glance.
Free mobile deposits (snap, deposit, done)
Big protection. Up to $3M FDIC insurance.
No-fee access to 55,000+ Allpoint ATMs worldwide (your cash, wherever you need it)
All ways to pay. Card, ACH, Apple Pay, Google Pay.
Free cash access. Withdraw from over 55,000 ATMs, with no hidden fees.
Mobile check deposit. Snap and deposit anytime.
Built-in accounting. Every payment and expense tracked, ready for tax time.
Easy exports. Connects with QuickBooks, Xero, and more.
Bookkeeping Done for You
Start at
$100
/month
Let Holdings manage your numbers. Our bookkeeping experts and smart software keep your books current and clear—so you’re always ready for tax season or review, without the stress.
Expert help. Dedicated professionals for your books.
Personalized setup with your bookkeeper
Personalized setup with your bookkeeper
Transactions organized and categorized
Books closed monthly with detailed profit & loss