Solutions

Built for how you actually work

Every organization is different. Holdings adapts to yours — whether you're tracking tithes, invoicing clients, or forecasting runway. Start free.

Nonprofits & 501(c)(3)s

Track grants, funds, and donor dollars — connected to your banking. Free to start.

Tithes, building funds, and mission budgets. One account, total clarity for your board.

Per-client P&L, retainer tracking, and engagement margins — without a $300/mo accounting stack.

Invoice clients, separate biz and personal, estimate quarterly taxes — without 3 apps and a spreadsheet.

Shopify, Amazon, Etsy revenue in one view. COGS tracked. Margins visible. No spreadsheet required.

Per-client sub-accounts, retainer tracking, and real-time margins — connected to your account.

Burn rate, runway, and investor-ready P&L from your first dollar — not your Series A.

Job-level expenses, sub-contractor payments, and tax-ready reports — connected to your account.

Don't see your industry? Holdings works for any small business.