Works With What You Have
Whether you’re on Sage Intacct, QuickBooks, or just starting out, Holdings plugs in to give you better expense control, real-time fund segmentation, and easier reporting. Export or sync transactions directly—no double entry.
Effortless Expense Management
Holdings makes nonprofit expense management simple and stress-free. Every transaction is tracked in real time, so you can see where your money is going, upload receipts instantly, and generate audit-ready reports with just a few clicks.
Real-Time Visibility, Effortless Reporting
As donations, grants, and program revenue come in—and as your team spends on mission-critical work—every transaction is automatically tracked, categorized, and reflected. You can see your revenue and expenses at any moment.
Accounting
Easily track every bank and card transaction by grant or program
Effortlessly categorize expenses—no manual sorting
Snap and store receipts for clean, audit-ready books
Instantly view funding dashboards, program budgets, and trends
