Unified Control
Holdings empowers your nonprofit to bring together all accounts, cards, and data—whether you work with one bank or many, and no matter what platforms you already use. Instantly segment funds by grant or program, control team spending from one dashboard. No double entry, no missing records, just smooth visibility for every dollar—and simple reporting that matches your mission’s needs.
Eliminate Receipt Chasing
With Holdings, every purchase—whether it’s travel, meals, or supplies—is tracked in real time and automatically coded to the right program or grant. No more folders of paper, no more missing documentation, and no more end-of-month scrambling. Every transaction is transparent, categorized, and audit-ready, making compliance and reporting effortless for even the busiest teams.
Instant Insights
Holdings brings nonprofit finances into focus with clear, real-time profit & loss dashboards. Track revenue, expenses, and uncategorized funds at a glance—so you always know where your mission stands. Make smarter decisions, spot trends early, and show your board and funders that every dollar is accounted for, without wrestling spreadsheets or waiting for month-end reports.
Full Nonprofit Accounting—
Zero Monthly Cost
Automatically tracks every grant, donation, and expense—by program, fund, or project.
Effortlessly categorizes and matches transactions—no more spreadsheet work.
Snap receipts and attach to each transaction for complete, audit-ready records.
See live dashboards for budgets, trends, and every program’s bottom line.
