Holdings is one connected account for your business — banking, invoicing, and books built so your AI can run it.

Bank, books, and invoicing write to each other, not around each other. A paid invoice is already in your books. A bank transaction is already reconciled. The deposit is already available in your account. One connected system — nothing gets stitched together after the fact.

We recently launched Agentic Invoicing. Every other invoicing tool is a UI a human clicks. Holdings ships an MCP (Model Context Protocol) server so any AI agent — Claude, ChatGPT, Cursor, Zed, Windsurf — actually operates your invoicing directly, with a human approval line on every send.

Business banking is included via i3 Bank (Member FDIC), with deposit coverage to $3M through a program-bank sweep network. Invoicing has no monthly fee. Accounting is a $25/mo add-on when you want it.

Founded in 2022. Backed by Album VC, Fin Capital, Hustle Fund.

Handled.