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