Our Business Affiliates partner with UNA out of a commitment to serving and assisting nonprofits. While this dedication is commendable, we recommend that you complete your own review to ensure that the goals of these—or any—businesses align with your values. Your due diligence helps ensure informed decision-making and fosters productive partnerships.
Holdings
Categories
Accounting and Auditing Financial Services
About
Holdings help your nonprofit maximize and track every fund and donation dollar.
Holdings streamlines nonprofit financial operations in Utah by offering FDIC-insured banking with zero fees, automated grant and fund tracking, comprehensive expense management, and user-friendly accounting software. Unlimited users receive real-time expense monitoring, customizable approval workflows, and built-in compliance tools. Holdings adapts to organizations of any size and connects easily with existing platforms like QuickBooks and Sage Intacct, or operates as a standalone solution. Optional bookkeeping support ensures complete, audit-ready books, while every client benefits from a dedicated relationship manager for smooth onboarding and ongoing assistance.
Additional Info
- Zero-fee banking with up to $3M FDIC insurance for Utah nonprofits
- Virtual accounts split and track funds by grant, program, or need automatically
- Integrated cards for safe, transparent team spending—no reimbursements required
- Unlimited users, free accounting, and real-time expense visibility
- Customizable approval flows and compliance monitoring
- Seamless integration with QuickBooks, Sage Intacct, and more
- Professional bookkeeping support available as needed
- Every organization gets a dedicated relationship manager for expert guidance
Images
Membership Type
Business Affiliate - Champion