Free Business Tools

Create professional business documents in seconds. No signup required.

For Any Business

Create and download professional invoices with live preview

Build a profit and loss statement with auto-calculated margins

Track expenses by IRS category with auto-suggest and deduction totals

Project your cash position 6–12 months ahead with danger zone alerts

Fill out and download a properly formatted W-9 — data never leaves your browser

Create expense reimbursement forms with approval signatures and category totals

Generate IRS-compliant 501(c)(3) donation receipts with all required disclosures

Build grant proposal budgets with standard funder categories

Build professional board meeting agendas from nonprofit, annual, and committee presets

All tools are free. Your data never leaves your browser.

Holdings does all of this automatically — banking, accounting, and bookkeeping in one platform. Zero fees, 1.75% APY.