Holdings
Banking, invoicing, and books your AI can run
Holdings is an integrated financial platform combining banking, invoicing, and accounting. It is designed to be operated by AI agents while retaining human oversight.
| Best for | freelancers and small businesses |
| Website | getholdings.com |
Company facts
| Founded | 2022 |
| Headquarters | West Jordan, US |
| Social profiles | LinkedIn, X, Facebook, Instagram, YouTube, TikTok |
| Brand colour | #f4efe4 |
Facilities and features
- Published pricing
- Integrations
What stands out
The product offers free invoicing, accounting, and banking with no monthly fees.
“No monthly fee.”Holdings, own website
The product allows direct integration with major AI models like Claude and ChatGPT.
“Direct Claude, ChatGPT, or Cursor via MCP”Holdings, own website
Worth knowing
The product charges a standard card processing fee for every invoice paid by card.
“When your customers pay you by card, Holdings takes Stripe s standard”Holdings, own website
Strengths and trade-offs
- The product offers free invoicing, accounting, and banking with no monthly fees.
- The product allows direct integration with major AI models like Claude and ChatGPT.
Appears in
How Holdings ranks
#7 in Best e-invoicing software
How the score is made up: Evidence on its own site 20; How complete its published information is 20; Fit to this ranking's criteria 40; Buying information on its own site 12.
“Integration Ready ChatGPT Claude Holdings Can Draft quotes and estimates Send invoices and payment links Send recurring invoices Chase overdue clients Record incoming deposits”Holdings, own website
Alternatives to Holdings
 ElorusSuper-easy invoicing and time tracking software | #1 in Best e-invoicing software | 96.0 |
 e-invoice.beSimple e-invoicing with no workflow changes | #2 in Best e-invoicing software | 94.0 |
 QvaliaBusiness transaction infrastructure for Peppol e-invoicing | #3 in Best e-invoicing software | 94.0 |
 SufioProfessional invoices for online stores | #4 in Best e-invoicing software | 94.0 |
 XtraKitThe complete financial operating system for modern businesses. | #5 in Best e-invoicing software | 94.0 |
 Agree.comRevenue that runs itself through AI agents. | #6 in Best e-invoicing software | 92.0 |
Questions about Holdings
Who is Holdings best for?
Holdings is best for freelancers and small businesses.
Where does Holdings rank?
Holdings is ranked #7 in Best e-invoicing software (Lister Score 92.0).
What are the best alternatives to Holdings?
The closest alternatives on Lister are Elorus (#1 in Best e-invoicing software), e-invoice.be (#2 in Best e-invoicing software) and Qvalia (#3 in Best e-invoicing software).
Where is Holdings based?
Holdings is headquartered in West Jordan, US, and was founded in 2022.
Is this your company?
Claim Holdings to suggest corrections to its listing (pricing, features, details) or ask about an enhanced profile. We review every claim before anything changes.