CANADA

# Handled.

You built the business. Give any AI the tools and rules to handle the invoicing — in CAD, with GST/HST.

Start invoicing [Talk to the team](https://cal.com/team/holdings-team/book-a-demo)

[Discover](https://getholdings.com/ca#nature-banner)

Software your AI can run.

## Connect ChatGPTClaude to your Holdings account. Ask it to send quotes, invoices, and chase payments. You approve every send. It does the rest.

### Integration
Connected

* ChatGPTClaude
* Holdings

### Actions
- Draft quotes and estimates
- Send invoices and payment links
- Send recurring invoices
- Chase overdue clients
- Record incoming deposits
- Loop your team in on tough calls

### Quote sent
- **Acme Corp · QUO-118 · $4,200.00**  
  Mon 10:24 AM

### Invoice sent
- **Acme Corp · INV-1042 · Net-15**  
  Wed 9:02 AM

### Payment reminder
- 2 clients nudged automatically  
  Thu 2:11 PM

### Payment received
- **Acme Corp · $4,200.00 · card**  
  Fri 11:48 AM

### Posted to your books
- INV-1042 → Revenue · categorized automatically  
  Fri 11:48 AM

### Available in your account
- i3 Bank · +$4,200.00 matched to INV-1042  
  Fri 11:48 AM

Bank, books, and invoicing write to each other — not around each other. A paid invoice is already in your books. The deposit is already reconciled. One connected system — nothing gets stitched together after the fact.

## A bank account that's actually part of your workflow

Most business bank accounts just hold your money. This one connects to your accounting, feeds your reports, and earns 1.75% APY† while it sits there.

- **No monthly fees**  
  Your money stays yours. No minimums, no surprise charges.
- **1.75% APY**  
  Your balance earns interest. Compounded and credited monthly.†
- **FDIC insured up to $3M**  
  Protected through i3 Bank and partner banks.

Your accounts connect. Transactions flow into your financial picture automatically. No importing, no syncing.

Run a nonprofit? → free banking + a free verified public profile.

Claim your profile in our directory — fund accounting from $25/mo.

### Recent transactions
- Acme Corp — Invoice #1042 Revenue ✓ auto
  - +$4,200.00
- Adobe Creative Cloud Software ✓ auto
  - -$59.99
- Tax set-aside (Q2) Taxes ✓ auto
  - -$1,050.00
- WeWork — Day pass Office ✓ auto
  - -$29.00

## This is what handled looks like.

### Collected this month
- **$47,240**
- **Clients paid** 18
- **Quotes accepted** 4
- **Invoices sent** 8
- **Avg. days to paid** 6

3 chased for you, automatically. No more follow-up emails. AI writes them; you approve every send.

## Real businesses. Real reviews.

[★★★★**4.1** on Trustpilot →](https://www.trustpilot.com/review/getholdings.com)

★★★★★  
> “…their team was incredibly helpful every step of the way. Customer service was top notch: responsive, friendly, and genuinely invested.”  
Spencer · July 2025

[Trustpilot review](https://www.trustpilot.com/reviews/68642d5d1b29fb3f054a26b9)

★★★★★  
> “Great communication and support. The team is always there for us! …freeing up valuable time.”  
E · March 2025

[Trustpilot review](https://www.trustpilot.com/reviews/67e20938d7aab69da70681c5)

★★★★★  
> “Easy, smooth, and fast. …Looking forward to exploring even more.”  
Alexandra · April 2025

[Trustpilot review](https://www.trustpilot.com/reviews/68029027ca222e5ad373be28)

## The invitation

### Run the business, not the software. Give your AI the invoicing job. You and your team verify what matters.

Get started

No credit card · Payments 3% + $0.30 per card charge · Accounting when you want it, $25/mo  
Not ready? [Read Calm Finance](https://getholdings.com/newsletter) — our quarterly letter on building businesses that last.