# Holdings Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Holdings Software - reviews, pricing plans, popular comparisons to other Banking Systems products and more.

Source: https://www.capterra.com/p/10038458/Holdings

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# 

 Holdings Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 3, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

Holdings

## What is Holdings?

Cloud-based business banking and AI bookkeeping platform designed for SMBs, nonprofits, and self-employed professionals that categorizes transactions and generates reports. It brings together zero-fee banking, 1.75% APY on all balances, integrated accounting, and expert bookkeeping. Features include virtual accounts for project and fund tracking, virtual cards with built-in expense management, audit-ready reporting, and QuickBooks integration.

## What is Holdings used for?

[Banking Systems](https://www.capterra.com/banking-systems-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$100

Per Feature, Per Month

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Holdings?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://Getholdings.com&name=Holdings)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Holdings

0.0

VS.

[4.8 (17)](https://www.capterra.com/p/140814/Fraud-net-Guardian/reviews/)

Starting Price

$100

Per Feature, Per Month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.8 (17)

Value For Money

0.0 (0)

Value For Money

4.8 (12)

Customer Service

0.0 (0)

Customer Service

4.9 (14)

## Holdings alternatives

Highest Rated

[4.8 (74)](https://www.capterra.com/p/158549/LoanPro-Software/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Crowded](https://www.capterra.com/p/255296/Crowdedme/)

[4.2 (34)](https://www.capterra.com/p/255296/Crowdedme/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

79%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/255296/Crowdedme/)

[Temenos](https://www.capterra.com/p/111334/TEMENOS-T24/)

[4.4 (69)](https://www.capterra.com/p/111334/TEMENOS-T24/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/111334/TEMENOS-T24/)

[SBS Core Banking](https://www.capterra.com/p/10018865/SBP-Core-Banking/)

[3.8 (6)](https://www.capterra.com/p/10018865/SBP-Core-Banking/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

67%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10018865/SBP-Core-Banking/)

## FAQs about Holdings

Overview

### What company size and specific industries is Holdings built for?

Holdings is designed for freelancers, agencies, e-commerce brands, nonprofits, startups, professional services, contractors, and churches. It fits small teams and organizations across these sectors, making it suitable for independent workers, service firms, mission-driven groups, and growing businesses that need a product tailored to varied operational needs.

Features and Usability

### What are the key features of Holdings?

Holdings offers core banking and online banking features, plus financial management and accounting for transaction and account oversight. It also includes ATM management, contact database tools, and security and control functions such as authentication, two-factor authentication, compliance management, compliance tracking, and transaction monitoring.

Getting Started and Support

### What training and onboarding options does Holdings offer?

Holdings provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for reviewing product features and setup steps.

Getting Started and Support

### What customer support options does Holdings offer?

Holdings provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat support. No reviewer feedback about support experience is available, so there is no verified evidence to describe response times, helpfulness, or common frustrations.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

ATM Management

Plan and implement systems for monitoring, registering, and management of ATM machines.

Authentication

Verify the identity of users/devices to enable secure access

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Holdings 11 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Plan and implement systems for monitoring, registering, and management of ATM machines.

Verify the identity of users/devices to enable secure access

Track and manage adherence to policies for any service, product, process, or supplier

Track and report regulatory data to either internal management or external stakeholders

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Back-end system that processes daily banking transactions and posts updates to accounts and other financial records.

Plan, manage, and track the financial activities of an individual or organization

Ability to manage transactions online with a mobile device or computer.

Monitor or audit historical and current transactions to analyze customer account activities

Extra layer of security that requires not only a password and username but also something specific to that user

## Pricing

Free Version

Core Banking, Accounting Software, and Business Cards

$0.00

Dedicated Bookkeeping Service

$100.00

Per Feature,Per Month

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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