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Holdings vs Brex

Brex is a great bank. Holdings is the platform that replaces your bank, your accounting software, and your spreadsheets — for free.

Feature comparison

See how Holdings stacks up against Brex

What you getHoldingsBrex
35+ Free Business Tools✅ Included free❌ Not included
Built-in Accounting✅ Included free❌ Not included
Invoice Generator✅ Included free❌ Not included
Expense Tracking✅ Included free❌ Not included
P&L / Balance Sheet✅ Real-time❌ Requires QuickBooks
Tax Calculators✅ Included free❌ Not included
Monthly Fee$0$0 (Essentials); $12/user/mo (Premium)
APY (Checking)1.75%0% (checking funds don't earn interest)
APY (Savings/Treasury)1.75%~3.34% via money market fund (Treasury — not FDIC insured)
FDIC InsuranceUp to $3MUp to $6M (Checking via ICS); Treasury is NOT FDIC insured
Sub-AccountsUnlimited, freeBudget-based organization
Physical Debit CardsFreeFree (corporate cards)
Virtual CardsFreeUnlimited virtual cards
Domestic ACHFreeFree
Domestic WireFreeFree

Why choose Holdings over Brex

Stop juggling 5 apps — tools, accounting, and banking in one workspace

Brex gives you cards and expense management, but you still need QuickBooks, an invoice tool, and separate tax prep. Holdings replaces all of them with one free platform.

Your invoices auto-update your books

Send an invoice in Holdings and it automatically flows into your P&L, updates your balance sheet, and categorizes the income. No manual entry, no reconciliation.

Tax time takes 10 minutes, not 10 hours

Holdings auto-categorizes every transaction, generates real-time P&L and balance sheets, and includes tax calculators. Your books are always tax-ready.

Replace $100+/mo in software with a free platform

QuickBooks ($30-80/mo) + invoicing tool ($15-30/mo) + expense tracker ($10-20/mo) = $55-130/mo. Holdings includes all of it from $5/mo.

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When Brex might be the better choice

Brex may be a better fit if you need Corporate card infrastructure, Higher yield on large balances (with risk), or Enterprise expense management.

Frequently asked questions

I already have a bank — why do I need Holdings?

Holdings isn't just a bank. It's a financial workspace — 35+ free tools, built-in accounting, invoicing, expense tracking, and tax calculators. Banking is included, but the tools are what replace your QuickBooks, your spreadsheets, and your bookkeeper.

Can I use Holdings tools without switching banks?

Yes. The tools and accounting features are free for everyone. Banking is optional — you can connect your existing bank and still use Holdings as your financial workspace.

Can I switch from Brex to Holdings?

Yes. You can transfer funds via ACH or wire. Holdings' onboarding team can help with the transition.

Which has lower fees — Holdings or Brex?

Both have free base tiers, but Brex Premium is $12/user/month and doesn't include accounting software. Holdings is $0 with accounting included.

What tools are included free with Holdings?

Holdings includes 35+ tools: invoice generator, expense tracking, P&L and balance sheets, tax calculators, receipt capture, cash flow forecasting, and more. All free, all connected to your accounts automatically.

Ready to run your business from one place?

35+ free tools. Free accounting. Connected banking. Try it in 5 minutes.

1.75% APY • Zero fees^ • FDIC insured to $3M*