Holdings Information

Holdings is one connected account for your business — banking, invoicing, and books built so your AI can run it. Bank, books, and invoicing write to each other, not around each other. A paid invoice is already in your books. A bank transaction is already reconciled. The deposit is already available in your account. One connected system — nothing gets stitched together after the fact. We recently launched Agentic Invoicing. Every other invoicing tool is a UI a human clicks. Holdings ships an MCP (Model Context Protocol) server so any AI agent — Claude, ChatGPT, Cursor, Zed, Windsurf — actually operates your invoicing directly, with a human approval line on every send. Business banking is included via i3 Bank (Member FDIC), with deposit coverage to $3M through a program-bank sweep network. Invoicing has no monthly fee. Accounting is a $25/mo add-on when you want it. Founded in 2022. Backed by Album VC, Fin Capital, Hustle Fund. Team backgrounds include Mercury, SVB, Goldman Sachs, Divvy, and Bill.com. Handled.