Integration That Fits Your Workflow
Pull in all your bank and card accounts with a click. Holdings maps every dollar to your programs, partners, or departments automatically, so you skip manual entry and keep everyone in sync.
Expenses That Organize Themselves
Snap receipts as you go—whether you’re at an event, in the field, or managing daily spend. Every transaction gets coded for compliance, reporting, or reimbursement, so you and your team never chase details.
See What Matters, Instantly
Spot trends in giving, see which projects are thriving, and prep reports for leadership or your board—fast. Holdings turns your financial data into clear insights, so decision makers and program leads are always informed.
Accounting That Organizes Itself
Seamless integration with Holdings: Connected to every account—no messy imports, no extra work.
Track spending by project, purpose, or source: Clear visibility into how funds are used, from day-to-day operations to special initiatives.
Effortless sorting and coding: Automatically organize expenses for any project, campaign, or activity.
Real-time receipt capture: Log every expense instantly, making audits and reporting straightforward.
Interactive dashboards: See which areas, projects, or programs deliver the greatest results, all from one view.
Easy, audit-ready reports: Prepare clean, reliable reports for leadership, partners, or stakeholders—no last-minute digging.
