Banking, Money Management, and Financial Clarity
—Designed for Nonprofits

One Profit Platform, Three Powerful Solutions

All-in-One Financial Support for Nonprofits
Banking, Accounting, and Bookkeeping

Mission-Driven Banking (Always Free)

$0

/month

Never lose a dollar to bank fees again. With Holdings, your funds are always protected, segmentable by grant or program, and growing your impact.

Open Account

Zero monthly fees—put every cent toward your mission

2.0% return on every dollar—no minimums, maximize your resources

Up to $3M FDIC insurance—peace of mind for every donation and grant

Up to $3M FDIC insurance—peace of mind for every donation & grant

No-fee ATM access at 55,000+ Allpoint locations

Deposit checks by phone—fast, easy, remote

Unlimited debit cards for staff and volunteers—with built-in controls

Expense Tracking & Reporting Software

Accounting Software
(Seamless & Smart)

New

$20

/month

Ditch the spreadsheets—Holdings automates expense tracking and reporting, making funder compliance and board updates simple, fast, and audit-ready.

Direct sync with your Holdings account—see everything in one place

Easily tag every expense by grant, fund, or program—no manual sorting or errors

Snap and upload receipts in seconds

Effortless expense categorization (goodbye spreadsheets)

Live dashboards for real-time tracking by grant or program

Snap and save receipts (no more shoeboxes)

Downloadable, audit-ready reports for funders, boards, or compliance—no extra work

Expert Expense Tracking Support

New

Start at

$100

/month

Get a dedicated expert focused on keeping your expenses organized and tagged by grant or program—so you’re always ready for funders and audits, without hiring a full bookkeeper.

Work with a nonprofit expense expert—not just software

Personalized setup for your programs, grants, and funds

Catch up on past expenses (optional add-on for historical work)

Always organized transactions—no last-minute receipt hunts

Monthly summaries—clear status for your board or team

Year-end and grant reports—tax and funder ready, always