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Holdings

Software your AI can run.

Books that stay current.
Automatically.

Full double-entry accounting for $25/mo. Every transaction categorized, every invoice reconciled, every report ready when you need it. 30-day free trial; no credit card to start.

Start free trialSee how it works

The overview

Your books,
at a glance.

Invoice #H-2148 paid · categorized

Accounting overview

October 2026

Revenue

$185,420

▲ 12% vs. Sept

Expenses

$108,240

▲ 4% vs. Sept

Net profit

$77,180

▲ 24% vs. Sept

To review

0

pending

RevenueExpenses
MarAprMayJunJulAugSepOct

October · Holdings accounting · live view

The ledger

Every dollar,
double-entered — automatically.

Full double-entry books $25/mo — not a stub, not a subset. When Acme pays, the journal entry posts itself: no imports, no month-end reconciliation.

General Ledger · Journal

Live
DateAccountDebitCredit
Oct 5Acme pays invoiceAuto-posted · #H-2148
Cash money in$8,400.00
Accounts Receivable what they owed, cleared$8,400.00
Oct 1Invoice sent · Acme Corp
Accounts Receivable what they now owe$8,400.00
Revenue · Product retainer income earned$8,400.00
Sep 30Contractor payout
Contractor fees expense recorded$12,000.00
Cash money out$12,000.00

Every entry has two matching sides: a debit (left) and a credit (right). They always equal each other — that’s what “balanced” means. Holdings posts both sides for you, so you never touch a debit or credit by hand.

General Ledger · Journal · auto-posted from Invoicing

From the product

June, closed by itself.

A working Holdings accounting workspace: $7,019.81 in revenue, every transaction categorized, review queue at zero. Nothing imported. Nothing to reconcile.

Holdings accounting overview showing $7,019.81 June revenue, $6,919.81 net profit, a live profit and loss chart, and an empty transactions-to-review queue
June in a working workspace: $7,019.81 revenue, every transaction categorized, review queue at zero.

Connected by default

A paid invoice is already
in your books.

Send an invoice, get paid, and the journal entry is already done — payment and posting are the same event. No stitching, no month-end “import from Stripe,” no reconciliation queue. The books below update themselves.

See invoicing
Invoice #H-2291 paid · 2 hrs ago

Profit & Loss

Your Company, LLC

Period

October 2026

As of Jul 26, 2026

Revenue

Strategy consulting$84,000
Product retainer (Acme Corp)$54,320
Brand identity project$28,900
Misc advisory$18,200
Total Revenue$185,420

Expenses

Contractor fees$48,000
Software & tools$22,840
Travel & client meetings$19,600
Marketing & advertising$11,200
Office & admin$6,600
Total Expenses$108,240
Net Income$77,180

October · Holdings accounting · live view

Try it freeSee it work with your AI →

Questions

Straight answers.

How much does Holdings accounting cost?
Accounting is $25/mo — full control of your books, reports, and reconciliation — with a 30-day free trial. Invoicing is included and has no monthly fee.
Can I connect external bank accounts?
Yes. Holdings accounting syncs with all your bank and credit card accounts — not just your Holdings account — so you get a complete picture of your business finances.
What reports can I generate?
Profit & Loss statements, Balance Sheets, and a General Ledger in real time. All reports are tax-ready and can be shared with your CPA or bookkeeper.
How does transaction categorization work?
Holdings auto-categorizes transactions using machine learning. You can review, edit, and create custom rules to match your chart of accounts.
Does Holdings accounting work for nonprofits?
Yes. Nonprofits get purpose-built Fund Accounting at the same $25/mo — restricted fund tracking, grant tracking, and board-ready reports like the Statement of Activities. Verified 501(c)(3)s also get a free public profile, verified badge, and directory listing.
Can I export data to QuickBooks or Xero?
Yes — Holdings has native QuickBooks integration and works with Xero and other major accounting software. You can also export transactions as CSV and grant read-only CPA access so your accountant can pull reports directly.
Do I need to switch banks to use Holdings accounting?
No. Holdings accounting works with external bank and credit card accounts — not just Holdings banking. You can connect all your financial accounts for a complete picture, even if you bank elsewhere.
How does Holdings handle multi-entity accounting?
Each entity gets its own chart of accounts, reports, and bank connections. You can switch between entities from one login without logging out.
Is there a mobile app for accounting?
Yes. The Holdings mobile app lets you review transactions, approve categorizations, and view key reports on the go. Full accounting functionality is available on desktop.

Try it.

30-day free trial. No credit card to start. Full double-entry accounting for $25/mo after the trial.

Start free trialOr explore invoicing first

Also

Prefer a bookkeeper? See dedicated bookkeeping. CPA or accounting firm? Holdings for accountants.

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