Receipts Sorted, Busywork Gone
Upload receipts instantly—Holdings handles matching, tagging, and organizing for you. Books stay audit-ready and clean, with zero paperwork or deadline stress.
Know Where Every Dollar Goes
Every expense is auto-tagged by program or grant, categorized, and fully reconciled. Get real-time clarity for leadership and boards without manual tracking.
Board-Ready Reports, Instantly
One click produces clean, fund-tagged, audit-ready reports. Stay compliant and responsive—answers for funders or auditors, anytime you need them.
A bookkeeping expert keeps your books clean, tagged, and ready—so you focus on the mission, not paperwork.
Fast setup, tailored for your grants, funders, and reports.
Every transaction auto-categorized by grant, project, or program—no statements or spreadsheet sorting.
Year-end compliance and board reports handled—always audit-ready, no stress.







