Always-Synced, Always-Organized
Connect your bank and card accounts in minutes. Holdings automatically sorts every dollar by project, client, or initiative—no manual entry, no missing info. Everyone stays in sync, and your numbers are always up to date.
Expenses, Auto-Categorized
Snap a receipt or log a spend—Holdings instantly codes every transaction for taxes, payroll, or reporting. Forget chasing down messy details or fixing categories after the fact. Everything’s organized, the moment it happens.
Instant Insights by What Matters
Spot what’s earning, what’s costing, and what’s growing—by client, project, or team. Holdings gives you the real numbers you need, in real time, so leaders can act fast and you always know the score.
Accounting That Works How You Work
No More Busywork: Transactions from all your accounts organize themselves—no spreadsheets, no clean-up, no extra steps.
See How Each Client, Deal, or Project Performs: Track profit, runway, and spend where it matters. Instantly spot what’s working—and what’s not.
Always Current, Always Audit-Ready: Every number is accurate, every report is at your fingertips. Funding? Partnerships? Taxes? You’re ready—no scramble.
Receipts Done, Not Dreaded: Snap and save receipts in seconds, with smart coding and sorting that eliminates audit stress.
Instant, Owner-First Dashboards: Know exactly where the business stands, without waiting on anyone else.
Truly Zero Cost to Start: Experience full, real-time accounting made for ambitious owners—not just accountants.
