Holdings, a contemporary financial platform designed specifically for small and midsize enterprises, has officially unveiled its integrated accounting and bookkeeping functionalities. This enhancement evolves Holdings into an all-encompassing financial assistant for entrepreneurs—combining fee-free banking, a competitive APY (up to 3.0%), and integrated accounting software for SMBs in one convenient platform.
“Entrepreneurs often juggle multiple roles, but managing the roles of ‘banker’ and ‘bookkeeper’ shouldn’t be among them,” stated Jason Garcia, CEO of Holdings. “We designed Holdings to reward the diligence of business owners instead of burdening them with unnecessary charges. With integrated bookkeeping features, navigating your business finances can be as straightforward—and beneficial—as it always should have been.”
Key features include:
No banking fees: Enjoy a banking experience free from monthly fees, transaction costs, or minimum balance requirements—guaranteed.
High-yield APY: Benefit from an APY of up to 3.0% on your business balances, ensuring your funds are as productive as your efforts.
Integrated accounting & bookkeeping: Streamline tasks such as reconciliation, invoicing, bill payments, and reporting—eliminating the chaos of managing various disjointed tools and manual spreadsheets.
All-in-one dashboard: Monitor your banking, accounting, and cash flow in real-time, all from a single interface.
Peace of mind: Benefit from up to $3 million in FDIC insurance along with dedicated support available whenever you need it.
In contrast to conventional banks that impose a plethora of fees while providing minimal benefits, Holdings redefines the narrative by rewarding business owners for their loyalty. Utilizing Holdings allows for the seamless movement of funds, enhanced earnings on balances, and liberation from the complications of managing finances across various platforms.
About Holdings
Holdings serves as a forward-thinking financial platform for SMBs, merging zero-fee banking, a high-yield APY, integrated accounting, and full-service bookkeeping. We don’t consider ourselves a bank—we’re your financial partner, dedicated to helping you increase your earnings while simplifying your business processes.
Ready to optimize your money’s potential? Visit getholdings.com to learn more and get started today.
*Holdings is a financial technology firm and does not operate as a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank under a license from Visa U.S.A. Inc. and is accepted wherever Visa cards are utilized.
^No fees for account maintenance or domestic transactions. Some foreign transaction fees could apply in specific situations.
†Annual Percentage Yield (APY) is variable and may change after account opening. The rate is compounded and credited on a monthly basis.
