Holdings

Zero-fee banking, flat 2% APY, integrated accounting & bookkeeping,all in one platform for SMBs and self-employed pros. That is the short version of Holdings. The job it does: recording transactions, reconciling banks and producing financial statements.

It makes the most sense for small businesses and their accountants. Alongside the main category they mention Accounting, Banking, Bookkeeping and Payroll, Finance and Financial Services. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Holdings is based in San Francisco, California and around since 2022. Their site is getholdings.com.

Things worth asking about: bank feeds, multi-entity support, and accountant access. Get the renewal terms in writing before the first invoice.

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