Holdings Product Tour

The full Holdings product tour. Short walkthroughs covering everything you need to run your small business finances in one place. Holdings is the AI-native finance stack for founders, freelancers, and small teams. Banking, accounting, and invoicing that actually talk to each other — plus 55 free financial tools on top. What's in this playlist: • Homepage — a tour of the three core products (banking, accounting, invoicing) and the 55 free tools • Invoicing — set up Stripe payments and send your first invoice in under a minute. Free forever. • Accounting — connect a bank account or upload a CSV and get to a clean P&L. Basic accounting is free; upgrade to Software ($25/mo) for AI bookkeeping. • Tools — add any of 55 free financial tools to your workspace, filter by business type or category. Pricing: banking is free and earns yield. Invoicing is free with a standard processing fee. Accounting basic is free. Software plan is $25/mo — no trial, cancel anytime. Try it free → getholdings.com Follow along: @getholdings