The Holdings Product Tour: Watch the Whole Platform in 6 Minutes
Four short walkthroughs — homepage, invoicing, accounting, and the 55 free tools — narrated by Hayley from the Holdings product team. About 6 minutes end to end.
If you've ever wanted to see exactly what Holdings does before you sign up, this is the tour. Four short walkthroughs — narrated by Hayley on our product team — that cover the whole platform end to end.
You don't need to watch them all. Jump to the one that matches what you're trying to do. Or start with the homepage and let the playlist auto-advance through the rest.
Total watch time: about 6 minutes.
1. Start Here — The Holdings Homepage (90 seconds)
The 30,000-foot view. Hayley walks you through the three products that anchor the platform (banking, accounting, invoicing), the 55 free tools that come with every account, and the actions panel where you get set up.
The best video to send someone who's asking "what actually IS Holdings?"
What's covered:
- The three core products (banking, accounting, invoicing)
- The 55 free tools included with every account
- Opening a bank account (5–7 minutes, earns yield)
- Setting up your books (works with any bank)
- Starting to invoice (free with a standard processing fee)
If that's enough context, get started free. Otherwise, keep watching.
2. Invoicing — Send Your First Invoice in 60 Seconds
Invoicing is free forever on Holdings. Not a trial. Not a stub. A real product you can use to bill clients and get paid — you pay a standard processing fee on card and ACH transactions, that's it.
In this walkthrough (about 3 minutes), Hayley shows you the whole flow: set up Stripe payments, create your first invoice with client details and line items, save reusable products, choose a layout, then send it. Plus everything you can do to an invoice after: record payment, download PDF, export the e-invoice, or void.
What's covered:
- Setting up Stripe payments (about 3 minutes)
- Creating an invoice with client details and payment terms
- Adding line items and saving them for reuse
- Standard vs compact layouts
- Sending, recording payment, exporting, voiding
The key detail: when a client pays a Holdings invoice, the entry is already in your books. No manual reconciliation.
3. Accounting — Set Up in Under 2 Minutes
Accounting is where Holdings pays back the time you spend on your books. Basic accounting is free — connect a bank, upload transactions, see your P&L. Upgrade to the Software plan ($25/mo, no trial) for AI bookkeeping: auto-categorization, reports, migration from QuickBooks, backfill, journal entries.
Works with any bank. Not just Holdings.
What's covered:
- The accounting dashboard (P&L graph, account totals)
- Connecting a bank account through Plaid
- Uploading transactions manually via CSV
- What each field does
The 90 seconds it takes to watch is roughly how long it takes to set up. That's the point.
4. Tools — 55 Free Financial Tools
The 55 free tools are the sleeper part of Holdings. Invoice generators. P&L templates. Payroll calculators. 501(c)(3) checklists. Grant budget worksheets. Financial models. Anything you'd otherwise cobble together across five different spreadsheet templates.
They live inside your workspace, filterable by business type or product category, and every tool that produces a document can export a PDF.
What's covered:
- Opening the tool menu
- Filtering by business type or category (freelancer, nonprofit, startup, contractor, agency, etc.)
- Adding a tool to your workspace
- Using a tool (with PDF export)
You can also browse all 55 tools without an account. They work in your browser. No signup, no watermarks.
Watch the Whole Playlist
If you want to auto-advance through all four in order, watch the playlist on YouTube.
Or, if you'd rather just try it:
- Sign up free (no card required)
- Read the pricing page
- Browse the 55 free tools without an account
Frequently Asked Questions
How long is the full product tour?
About 6 minutes total across four videos: 90 seconds for the homepage overview, 3 minutes for invoicing, 90 seconds for accounting, and 75 seconds for the tools walkthrough. You can watch them individually or auto-play the full playlist.
Do I need to sign up to try Holdings?
No — the 55 free tools work without an account. You can use the invoice generator, expense tracker, P&L template, and dozens of other tools directly in your browser. When you're ready for connected banking, invoicing, and accounting, you can sign up free.
Is Holdings really free to use?
Yes. Business banking is free, invoicing is free (with a standard processing fee on transactions), and the 55 tools are free. The Software plan is $25/mo — no trial — for AI bookkeeping, full accounting, and branded invoices.
Which video should I watch first?
Start with the homepage walkthrough if you're new to Holdings. If you already know what Holdings is and want to see a specific product, jump straight to invoicing, accounting, or tools.
Can I embed these videos somewhere?
Yes. They're all on YouTube and embed like any other YouTube video. If you write about Holdings or compare finance platforms, you're welcome to use them. If you'd like a higher-resolution asset or a cutdown for a specific purpose, contact us.