---
title: Holdings Reviews
meta_title: 'Holdings Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Holdings works for a business like yours.
date_modified: '2026-04-24'
parent_category:
  name: Business Finance
  url: https://www.g2.com/categories/business-finance
---

# Holdings Reviews
**Vendor:** Holdings  
**Category:** [Other Business Finance  Providers](https://www.g2.com/categories/other-business-finance)
## About Holdings
Holdings combines free business checking, 1.75% APY on all balances, and AI-powered bookkeeping into one platform — so you don't need a separate bank, accounting software, and bookkeeper. Open an account in minutes with no minimum deposit. Every business gets unlimited sub-accounts for organizing funds by project, department, or grant. Transactions are automatically categorized, and you can generate P&L statements, balance sheets, and tax-ready reports with one click. Built for small businesses, nonprofits, churches, freelancers, and e-commerce brands. 1,000+ businesses trust Holdings to manage their finances. Key features: • Free business checking — $0 monthly fees, no minimums, no transaction fees • 1.75% APY on all balances (variable, compounded monthly) • FDIC insured up to $3,000,000 through i3 Bank + program bank network • AI-powered bookkeeping — automatic categorization, reconciliation, reporting • Unlimited sub-accounts for fund/project/department tracking • Holdings Visa Debit Card with spend controls • Free ACH and domestic wires • Multi-user access with role-based permissions • Form 990 support data for nonprofits • Optional dedicated bookkeeper for $100/month • SOC 1 Type II certified, 256-bit AES encryption






- [View Holdings pricing details and edition comparison](https://www.g2.com/products/holdings/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-16+06%3A11%3A24+-0500&secure%5Bsession_id%5D=c848be90-5ab3-425c-8fa2-08bc8716cf3a&secure%5Btoken%5D=2a06fae6a76ed63e4f457b4d4c64fdf8b9302ebe5196d2b31f030a168e1aa3eb&format=llm_user)

## Holdings Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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