Why juggle multiple apps, logins, and fees just to manage your business finances? Holdings brings banking, accounting, and bookkeeping together in a single, modern platform designed for business owners who want to save time, earn more, and stay in control.

Here’s how Holdings transforms your financial workflow:

• Unified Dashboard: See your balances, transactions, invoices, and cash flow at a glance—no more switching between tools or spreadsheets.
• Integrated Accounting: Automate invoicing, payroll, and expense tracking. Sync your transactions directly with your books for effortless reconciliation and real-time insights.
• Streamlined Bookkeeping: Let our platform handle the heavy lifting, from categorizing expenses to preparing reports, so you can focus on running your business.
• Team Collaboration: Easily onboard your team, assign permissions, and manage access—all with no extra user fees.

Plus, enjoy these standout perks:

• Zero Banking Fees: No monthly charges, no transaction fees, no minimums—ever.
• High-Yield APY: Earn up to 2% APY on your business balances, so your money works as hard as you do.
• Serious Security: Up to $3M in FDIC insurance and robust fraud protection for your peace of mind.
• Real Support: Get help from real people who understand the challenges of running a business.

Our customers consolidate their checking, savings, and accounting tools, and now save hours every month while earning 2% APY on their reserves. No more lost invoices, no more hidden fees—just one platform that keeps everything running smoothly.

Why Holdings?

Traditional banks and disconnected tools slow you down with low interest, surprise charges, and endless manual work. Holdings flips the script:

• • All your financial tools in one place—banking, accounting, and bookkeeping—so you can focus on growth, not busywork.
  • Transparent, fee-free banking and high-yield returns that reward your business, not penalize it.
  • A platform built for real business owners, with automation and insights to help you stay ahead.