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Contractor Banking

Free banking and accounting built for contractors

Track job costs, manage project budgets, and stay tax-ready with sub-accounts, auto-categorization, and zero fees.

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Join 400+ contractors banking smarter

1.75% APY† · Zero fees^ · FDIC insured to $3M*

Holdings Dashboard

Total Balance

$67,420.80

↑ 18.5% from last month

Sub-Accounts

💰
Operating
$38,920.80
🏗️
Johnson Reno Job
$18,500.00
🏦
Tax Reserve (25%)
$10,000.00

Why contractors choose Holdings

Banking and accounting designed for how contractors actually work

🏗️

Track Every Job Separately

Create a sub-account for each job or project. Track materials, labor, and profit per job without spreadsheets.

📊

Auto-Categorize by Expense Type

Materials, fuel, tools, insurance — every purchase is automatically categorized. Your books are always up to date.

💳

Job-Site Purchase Cards

Issue cards for material runs and job-site expenses. Set per-card limits and track every dollar back to the right job.

How it works

Get set up in minutes, not weeks

Step 1

Open your contractor account

Sign up with your SSN or EIN. No branch visits, no minimum deposits. Your account is ready in minutes.

Account Setup

Business name + SSN/EIN
Identity verification
Initial deposit (optional)
✓ Account approved — ready in 2 minutes
Step 2

Create job-specific sub-accounts

Set aside funds for each job, plus dedicated accounts for taxes, equipment, and insurance.

Sub-Accounts

💰
Operating
$38,920.80
🏗️
Johnson Reno Job
$18,500.00
🏦
Tax Reserve (25%)
$10,000.00
Step 3

Track job costs automatically

Every material purchase, fuel receipt, and subcontractor payment is auto-categorized. See job profitability in real time.

Recent Transactions

Home Depot — Lumber-$2,840.00
Materials
Johnson Residence — Draw #3+$12,500
Client Payment
Shell — Fleet fuel-$185.40
Vehicle/Fuel
Step 4

Run job costing reports

Pull job-by-job profitability, quarterly tax estimates, and annual reports. Export for your CPA at tax time.

Profit & Loss

Revenue$87,500.00
Expenses-$52,340.50
Net Income$35,159.50
Export PDFSend to CPA

What you get

Banking and accounting in one platform

Banking

Zero-fee accounts that earn interest

  • FDIC insured up to $3M through program bank network
  • Unlimited sub-accounts for jobs, taxes, and reserves
  • Earn 1.75 APY on every dollar
  • Free ACH, wires, and bill pay
  • Job-site purchase cards with spend controls
  • No minimum balance, no monthly fees
Accounting

Bookkeeping that runs itself

  • Auto-categorize materials, fuel, labor, and subs
  • Per-job P&L and profitability reports
  • Track quarterly estimated tax obligations
  • Connect external accounts for a complete picture
  • Export to QuickBooks, Xero, or CSV for your CPA
  • Upgrade to a dedicated bookkeeper for $100/mo when ready
Free Download

Get the Contractor Finance Checklist

Separate business and personal, track job expenses automatically, and prep for quarterly taxes — the complete checklist.

We'll send the contractor finance checklist and nothing else. No spam, unsubscribe anytime.

Trusted by contractors everywhere

400+

Contractors on Holdings

$0

Monthly fees, forever

4.1★

Trustpilot rating

“Pretty seamless moving over to Holdings from Chase.”
JS

Jordan Scheltgen

Verified Trustpilot Review

Read about giving every dollar a job description → Issue No. 2

Frequently asked questions

Do I need an LLC to open a Holdings account?+
No. Sole proprietors can open a Holdings business account with just their SSN. If you form an LLC later, you can update your account details without opening a new one.
Can I track expenses by project or job?+
Yes. Create a sub-account for each job. Every expense, material purchase, and subcontractor payment is tracked to the right job automatically.
How does Holdings help with quarterly taxes?+
Create a dedicated tax reserve sub-account. Holdings tracks your income and generates P&L reports so you always know how much to set aside for estimated payments.
Can I issue cards for job-site purchases?+
Yes. Issue physical or virtual cards for material runs. Set per-card limits and every purchase auto-categorizes back to the right job and expense type.
Is the accounting really free?+
Yes. Auto-categorization, P&L reports, balance sheets, and cash flow statements are all included at no cost. No QuickBooks subscription needed.
Can I connect other bank accounts?+
Yes. Holdings accounting syncs with external bank and credit card accounts so you see all your contracting finances in one place.

Ready to get started?

Open your account in minutes. No branch visits, no paperwork, no fees.

1.75% APY · Zero fees · FDIC insured to $3M