Invoices sent. Books current.
Free unlimited invoicing for law firms, consulting firms, and agencies — draft and chase from Claude or ChatGPT via MCP. Per-engagement P&L, client fund tracking, and multi-entity accounting for $25/mo. On top of whichever bank you use.
No credit card required · Set up in under 5 minutes · Works with any bank
Total Balance
$485,210.00
↑ 9.4% from last month
By Fund
Per-engagement profitability. No spreadsheet required.
Tools and accounting designed for how firms actually operate
Client Fund Separation
Track client retainers and trust funds as their own funds inside your books — not as bank sub-accounts. Clear audit trails for every dollar.
Multi-Entity Management
Manage multiple entities, partners, or practice areas from one dashboard. Generate per-entity financials with one click.
Partner & Staff Access
Give partners full visibility, associates limited access, and admin staff transaction-level permissions. Everyone sees what they need.
How it works
Get set up in minutes, not weeks
Open your firm account
Sign up with your EIN. No branch visits, no minimum deposits. Your account is ready in minutes.
Account Setup
Set up client and entity funds
Create fund tracking inside the books for client trust funds, partner distributions, tax reserves, and per-entity operations — no separate spreadsheets, no bank sub-account juggling.
By Fund
Track revenue and expenses by entity
Client payments and expenses auto-categorize by entity. See profitability per practice area or per partner.
Recent Transactions
Generate compliance-ready reports
Pull per-entity P&L, trust account reconciliation, and partner distribution reports. Export for auditors or regulatory review.
Profit & Loss
What you get
Agentic invoicing (the wedge), multi-entity accounting, and connected business banking — one platform, one login
Free invoicing built for engagements and retainers
- Unlimited invoices, quotes, and payment links — no monthly fee
- Draft retainer bills and project invoices from Claude, ChatGPT, or Cursor via MCP
- Per-entity billing profiles and branding
- Card + ACH payment links on every invoice (Stripe, ~3% + $0.30)
- Auto-reconciled to the right entity's books when payment lands
- Works on top of whichever bank your firm already uses
Bookkeeping that runs itself
- Per-entity P&L, Balance Sheet, and General Ledger
- Client trust fund reconciliation and audit trails
- Track partner distributions and equity
- Connect external accounts for a complete picture
- Export to QuickBooks, Xero, or CSV for compliance
- Smart rules and auto-categorization that learn as you go
A bank account that lives in your books
- Free business checking — no monthly fee
- FDIC insured up to $3M via i3 Bank + program-bank network
- 1.75% APY on operating cash, retainers, and trust reserves
- Free domestic ACH, wires, bill pay, and staff cards with spend controls
- Deposits auto-reconcile to the right entity's books the moment they clear
- Or connect your existing bank via Plaid — either way, everything writes to the same books
Get the Professional Services Finance Kit
Track billable hours profitability, automate per-client accounting, and generate real-time P&L by engagement. No spreadsheets.
We'll send the professional services finance kit and nothing else. No spam, unsubscribe anytime.
Trusted by professional services firms
250+
Firms on Holdings
$0
Invoicing, no monthly fee
$25/mo
Full multi-entity accounting
“Super smooth onboarding and clear communications.”
Lisa Flosznik
Verified Trustpilot Review
Read how automation is changing bookkeeping → Issue No. 5
Frequently asked questions
How many entities can I manage in one Holdings account?+
Can I separate client or investor funds from operating?+
How does Holdings help with client fund compliance?+
Can my team access the platform with different permission levels?+
Is there a fee for additional entities or funds?+
Does Holdings work with my current bank?+
What reports can I generate across entities?+
Explore Holdings for Professional Services
Agentic Invoicing
Send and chase invoices from Claude, ChatGPT, or the web. Free unlimited.
Client Fund Separation
Separate client funds with full audit trails — tracked inside your books.
Accounting Software
Automatic categorization, P&L, and balance sheets.
Holdings vs QuickBooks
Built-in accounting vs add-on software.
For Agencies
Per-client P&L and project-based accounting.
Accounting for Services
Essential accounting for professional services.
Multi-Entity Accounting
Guide to managing books across multiple entities.
Accounting for Consulting Firms
Essential accounting for consulting firms.
Ready to get started?
Open your account in minutes. No branch visits, no paperwork, no fees.
Free unlimited invoicing · Accounting from $25/mo · FDIC insured up to $3M
Related Resources
Accounting for Consulting Firms
Accounting for Professional Services
Accounting solutions for law firms and consultancies.
Multi-Entity Accounting Guide
Managing multiple entities in one platform.
Holdings vs QuickBooks
Built-in accounting vs add-on accounting software.
Holdings vs Mercury
See how Holdings compares to Mercury — tools, accounting, and banking.
Free Invoice Generator
Create and download professional invoices in seconds.
Free P&L Generator
See what you're really paying
The 2026 Bank Fee Comparison Guide — 12 business banks compared on monthly fees, transaction fees, wire fees, and hidden charges.
Free PDF — no spam, unsubscribe anytime.