Receipts Handled, Hassle-Free
Upload receipts instantly—the Holdings team takes care of matching and organizing each one. Books always stay clear, accurate, and ready for audits or grant renewals, so there’s no more chasing paperwork or dreading deadline scrambles.
Always Know Where Every Dollar Goes
Every transaction—big or small—is categorized, reviewed, and reconciled by nonprofit bookkeeping pros. See up-to-date spending for each program or grant, in real time, giving directors and boards complete clarity without extra data entry or manual checks.
Board-Ready Reports on Demand
A dedicated expert keeps your books organized, tagged, and up to date, so your team can focus on programs, not paperwork.
Get setup support tailored to your real funders, grants, and reporting realities.
Every transaction is automatically categorized by grant, project, or program—no more combing through bank statements or spreadsheets.
Year-end compliance and funder accountability are handled for you, so you're always audit-ready—no mess, no stress.
