Razorpay
🇮🇳India
15.0
Holdings Invoicing
5|0 reviews|0 favorites
Introduction
One connected account for banking, invoicing, and books — built so any AI can run it.
Listed on
August 15, 2026
What is Holdings Invoicing?
Holdings is a financial technology platform that combines business banking, invoicing, and accounting into one connected system. It is designed to be operated by AI agents like ChatGPT, Claude, or Cursor, which can draft and send invoices, chase payments, and reconcile transactions. The platform includes a business bank account (provided by i3 Bank, Member FDIC) with no monthly fees and interest on balances.
How to use Holdings Invoicing?
- To use Holdings, you first open an account and connect your AI assistant (such as ChatGPT or Claude) via MCP. You can then instruct the AI to draft quotes, send invoices, set up recurring billing, and chase overdue clients. Every action requires your approval before it is sent. The platform automatically syncs transactions and invoices to your books, and you can optionally add the accounting module for full double-entry bookkeeping.
Core features of Holdings Invoicing
- AI-powered invoicing (draft, send, chase, reconcile)
- Free business banking with no monthly fees
- 1.75% APY on balances (variable)
- FDIC insurance up to $3M through partner banks
- Automatic transaction categorization and reconciliation
- Payment links and QR codes
- Sub-accounts and Visa debit card
- Optional accounting add-on ($25/mo) with 30-day trial
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