Holdings Invoicing
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Holdings Invoicing
Automate invoicing and accounting with AI agents. Create invoices, quotes, and payment links with full control and manual approval before each send.
General Information about Holdings Invoicing
Holdings Invoicing is a billing solution specifically designed to be managed by AI agents. Unlike traditional management software, this tool allows advanced language models such as Claude, ChatGPT, or Cursor to execute administrative tasks directly, integrating into the user's workflow through natural language instructions. Its primary function is to automate the entire billing cycle—from issuing quotes to accounting reconciliation—ensuring the user always maintains final control through a mandatory validation system.
The operation of Holdings Invoicing is powered by MCP (Model Context Protocol) technology. By configuring the MCP server on a computer or custom agent, the AI gains the ability to interact with the billing system. The operational process is straightforward: the user indicates via voice or text which invoice to issue or which client to follow up with; the AI drafts the action and presents it as a draft. No document is sent without explicit user approval, creating a complete audit trail for every move made by the agent.
The tool's functional capabilities cover all the collection needs of a modern business:
- Branded Quotes: Creation of professional proposals that transform into invoices with a single click upon client acceptance.
- Recurring Billing: Scheduling weekly or monthly collections for subscription services or fixed fees.
- Payment Links and QR Codes: Generation of secure payment pages and scannable codes for in-person collections, without the need for a dedicated website.
- Automated Reminders: Management of unpaid invoices through automated alerts that can be configured to any desired frequency.
- Integrated Accounting: Automatic recording of every payment in the ledgers, eliminating the need for manual reconciliations at the end of the month.
This tool is particularly useful for freelancers, agencies, and small businesses operating with AI-based tech stacks that are looking to optimize their time. By delegating the technical execution of billing to an intelligent assistant, professionals can focus on their core activities while the AI handles drafting, sending, and monitoring payments. Holdings Invoicing also offers a conventional web app for those who prefer manual management, unifying both methods into a single product. Additionally, the platform includes business banking features, such as debit cards and sub-accounts, allowing collected funds to be reflected instantly in the business's financial balance.
Features and Use Cases of Holdings Invoicing
How Holdings Invoicing Works
Frequently Asked Questions about Holdings Invoicing
What is Holdings Invoicing and what benefits does it bring to my business?
It is an invoicing solution that allows AI agents to manage estimates, invoices, and collections under your direct supervision.
Is there a monthly fee for sending invoices with Holdings Invoicing?
The basic plan for sending invoices and estimates has no monthly fee; only standard credit card processing fees apply.
How is artificial intelligence integrated into Holdings Invoicing?
The tool uses an MCP server that allows models like Claude or ChatGPT to draft invoices and perform follow-ups using natural language commands.
Can the AI send invoices without my consent?
No, the system requires you to manually review and approve every AI-generated draft before it is officially sent to the client.
What is the difference between an estimate and an invoice within the platform?
An estimate is an initial proposal that, once accepted by the client, can be converted into a payable invoice with just one click.
Is it possible to accept in-person payments with this tool?
Yes, you can generate QR codes for customers to scan and pay by card instantly at events or physical points of sale.
What advantages does the optional accounting add-on offer?
This service includes double-entry accounting, detailed financial reports, automatic bank reconciliation, and the ability to fully customize your branding.
How long does it take for funds to arrive after a customer payment?
Transaction funds are typically available in your account within a standard timeframe of one to two business days.
Holdings Invoicing Pricing
Invoicing + Banking (Free)
$0 per month.
- Unlimited invoicing, estimates, payment links, and QR codes.
- Connect with AI agents (Claude, ChatGPT, Cursor) via MCP protocol.
- Visa debit card and sub-accounts included.
- Access to over 48 free business tools.
- Earn interest on your account balance.
- Restrictions: Documents include "Powered by Holdings" branding.
- Fees: Card processing at standard Stripe rates (3% + $0.30 per transaction).
Accounting Add-on
$25 per month (or $240 per year when billed annually).
- Includes all Free plan features.
- Full double-entry accounting with automatic bank reconciliation (via Plaid).
- Automatic expense categorization and custom rules.
- Financial reporting: P&L (Profit & Loss), balance sheets, and general ledger.
- Recurring invoicing and automatic payment reminders.
- White-labeling: Remove "Powered by Holdings" branding from invoices and estimates.
- Specialized fund accounting for non-profits.
- 30-day free trial available.
Holdings Invoicing Screenshots
