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Overview
One connected account for your banking, invoicing, and books — built so any AI can run it. i3 Bank included. Free invoicing. Accounting from $25/mo.
News
Connect Your AI - 60-second Setup Holdings MCP
Connect Claude, ChatGPT, Cursor, Zed, or Windsurf to Holdings via MCP. Sign up (free), generate a key, paste the config. First invoice in 60 seconds.
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Report
Holdings Product Tour: Banking, Accounting, Invoicing & Tools
Four short walkthroughs - homepage, invoicing, accounting, and the 55 free tools - narrated by Hayley from the Holdings product team. About 6 minutes end to end.
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Report
What Is a W-9 and How to Fill One Out (2026)
A plain-English guide to IRS Form W-9: what it is, why you're being asked for one, and a line-by-line walkthrough of how to fill it out correctly - plus how businesses should collect and store W-9s from contractors.
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Report
Who Gets a 1099? The Complete Decision Guide
A clear decision guide for which vendors and contractors need a 1099-NEC: the $600 threshold, the corporation and credit-card exceptions, and a copy-ready flowchart so you can decide each payee in seconds.
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Report
Design Your Life and Work: A Business Owner's Framework
Most owners build a business that quietly takes over their life. This is the opposite approach: start from the life you want, then design the business - time, money, energy, and the systems that protect all three.
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