Holdings — Banking, invoicing, and books your AI can run
Handled.
One connected account for your banking, invoicing, and books — built so your AI can run it.
Get started Talk to the team
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.
IntegrationConnected
- ChatGPTClaude
- Holdings
Can
- 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
Actions
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.
Add free banking
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.
FreelancerNonprofitE-Commerce
Sarah Chen, Design
Business Checking
- FDIC Insured
- $18,420.33
- ↑ $26.86 earned this month (1.75% APY)
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.
Already running on it
Real businesses. Real reviews.
★★★★★
“…their team was incredibly helpful every step of the way. Customer service was top notch: responsive, friendly, and genuinely invested.”
Spencer · July 2025
★★★★★
“Great communication and support. The team is always there for us! …freeing up valuable time.”
E · March 2025
★★★★★
“Easy, smooth, and fast. …Looking forward to exploring even more.”
Alexandra · April 2025
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 — our quarterly letter on building businesses that last.