Accounting & Banking:
Stronger Together

Accounting & Banking:
Stronger Together

Forget manual uploads and endless reconciliationHoldings ends the struggle by merging your banking1 and your books. Every transaction, instantly organized. Every report, always accurate.

Forget manual uploads and endless reconciliation—Holdings ends the struggle by merging your banking1 and your books. Every transaction, instantly organized. Every report, always accurate.

Forget manual uploads and endless reconciliation—Holdings ends the struggle by merging your banking1 and your books. Every transaction, instantly organized. Every report, always accurate.

  • Application Approved

    Welcome to Holdings!

  • Account Funded

    Funds have been added to your account!

  • New Card Added!

    New debit card added to your account.

  • Welcome to Holdings Accounting!

    Effortless accounting that is updated as you go.

  • Message from your bookkeeper

    Your books are now closed and up to date—let me know if you have any questions!

  • Personal Account Created

    Personal and business in the same place

  • Application Approved

    Welcome to Holdings!

  • Account Funded

    Funds have been added to your account!

  • New Card Added!

    New debit card added to your account.

  • Welcome to Holdings Accounting!

    Effortless accounting that is updated as you go.

  • Message from your bookkeeper

    Your books are now closed and up to date—let me know if you have any questions!

  • Personal Account Created

    Personal and business in the same place

As Seen On

As Seen On

What Business Owners Really Want:
Less Hassle, More Clarity

What Business Owners Really Want:
Less Hassle, More Clarity

What Business Owners Really Want:
Less Hassle, More Clarity

Tired of syncing, double entry, or chasing down transactions between your bank and your books?

Tired of syncing, double entry, or chasing down transactions between your bank and your books?

Tired of syncing, double entry, or chasing down transactions between your bank and your books?

  • Easy to Use
  • Debit Cards
  • Always-Ready Reports
  • Real Support
  • Seamless Access
  • Easy to Use
  • Debit Cards
  • Always-Ready Reports
  • Real Support
  • Seamless Access

Know Your Money

Know Your Money

See every dollar, know what it’s for, and what you can spend—without spreadsheets or stress.

Confident Team Spending

Confident Team Spending

Give your team cards with built-in limits—so you track every dollar and never miss an expense.

Your Money, Your Peace of Mind

Your Money, Your Peace of Mind

Holdings keeps every dollar safe, easy to access, and backed by real support—because your dreams deserve real security.

Holdings keeps every dollar safe, easy to access, and backed by real support—because your dreams deserve real security.

Worry-Free Safety

Every dollar you earn or save is fully insured and protected, so your hard work is never at risk. Rest easy—Holdings keeps your money ready for whatever comes next.

Worry-Free Safety

Every dollar you earn or save is fully insured and protected, so your hard work is never at risk. Rest easy—Holdings keeps your money ready for whatever comes next.

Worry-Free Safety

Every dollar you earn or save is fully insured and protected, so your hard work is never at risk. Rest easy—Holdings keeps your money ready for whatever comes next.

Always Have Access

No holds, hidden fees, or surprise restrictions. Move, spend, or set aside money instantly, any way your business needs.

Always Have Access

No holds, hidden fees, or surprise restrictions. Move, spend, or set aside money instantly, any way your business needs.

Always Have Access

No holds, hidden fees, or surprise restrictions. Move, spend, or set aside money instantly, any way your business needs.

We’ve Got Your Back

We treat your money and information like our own. Bank-level security, real-time monitoring, and support from people who get what’s at stake.

We’ve Got Your Back

We treat your money and information like our own. Bank-level security, real-time monitoring, and support from people who get what’s at stake.

We’ve Got Your Back

We treat your money and information like our own. Bank-level security, real-time monitoring, and support from people who get what’s at stake.

What Makes Us Right for You

What Makes Us Right for You

Money made easy—real people, real support, every step.

Business money made simple —

support you can count on.

Money made easy—real people, real support, every step.

All Your Money, One Place

All Your Money, One Place

No more juggling tools. Track every fund, account, or project dollar—from incoming payments to team expenses—in one clear dashboard.

Made for Real-World Teams

Made for Real-World Teams

Handle expenses, reimbursements, and team cards with just a few clicks. Give everyone what they need—safe limits, easy controls, and clear spending—no confusion or lost receipts.

Help from People Who Get It

Help from People Who Get It

If you’re stuck or stressed, reach out however works for you—text, call, or email. Our team understands the grind and is here with real answers, not scripts or bots.

Accounts That Fit Your Hustle

Accounts That Fit Your Hustle

Set up accounts for taxes, savings, products, pay, or anything your business needs. No weird restrictions, no hidden charges—just flexibility built for founders like you.

Welcome to Holdings FAQ!

What You Need to Know About Holdings

What You Need to Know About Holdings

What You Need to Know About Holdings

How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?
How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?
How quickly can I access my funds?
What kinds of payments and deposits are supported?
Are there any fees?
Do I need extra accounting or bookkeeping software?
Can I separate different programs, projects, or business accounts?
How is my money protected?
What support do I get?

Sign up for Hustle Handbook

Tips to Help You Do More

Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.

Sign up for Hustle Handbook

Tips to Help You Do More

Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.

Sign up for Hustle Handbook

Tips to Help You Do More

Get smart ways to boost cash flow, save time, and keep your team thriving. Our free handbook brings you practical strategies and insights trusted by busy leaders, so work feels organized and progress comes faster.