--- 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 & Provider Details Claimed ###### Profile Status This profile is currently managed by Holdings but has limited features. Are you part of the Holdings team? [Upgrade your plan](https://my.g2.com/holdings/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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 * * * Seller [Holdings](https://www.g2.com/sellers/holdings) Discussions [Holdings Community](https://www.g2.com/products/holdings/discuss) Overview by Jason Garcia Show More ## Top-Rated Alternatives [ ![F6S](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "F6S") F6S 4.7/5(79) ](https://www.g2.com/products/f6s/reviews) [ ![REVOLUT](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "REVOLUT") REVOLUT 3.7/5(21) ](https://www.g2.com/products/revolut/reviews) [ ![Swipesum](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Swipesum") Swipesum 4.9/5(20) ](https://www.g2.com/products/swipesum/reviews) [ View All Alternatives ](https://www.g2.com/products/holdings/competitors/alternatives) ## Holdings hasn't been reviewed yet Used Holdings? Your experience helps thousands of software buyers make confident decisions. G2 reviews are authentic and verified. [ Here's how. ](#modal-242819bbcc65198ea033) We strive to keep our reviews authentic. G2 reviews are an important part of the buying process, and we understand the value they provide to both our customers and buyers. To ensure the value is retained, it's important to make certain that reviews are authentic and trustworthy, which is why G2 requires verified methods to write a review and validates the reviewer's identity before approving. G2 validates the reviewers identity with our moderation process that prevents inauthentic reviews, and we strive to collect reviews in a responsible and ethical manner. [Read more](https://legal.g2.com/community-guidelines) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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