Holdings Invoicing

AI-powered invoicing tool — connect Claude or ChatGPT, tell it what to bill, approve each send from a single dashboard.

getholdings.com

Verified API available Free tier

Quick facts
What is it	AI-powered invoicing tool — connect Claude or ChatGPT, tell it what to bill, approve each send from a single dashboard.
Pricing	Freemium — from $25/mo
Free tier	Yes
Platform	Web Application
API	Yes
Best for	sending invoices and quotes via AI voice or text commands, collecting payments in person with QR codes

Data updated Aug. 16, 2026

What does Holdings Invoicing do?

Holdings Invoicing is a cloud-based billing platform that lets you create, send, and track invoices, quotes, payment links, and QR codes. Its standout feature is direct integration with AI assistants like Claude, ChatGPT, and Cursor: you tell the AI in plain English what to bill, it drafts the invoice, and you approve before anything goes out. You can also use the web app manually if you prefer clicking over typing.

The tool works through an MCP (Model Context Protocol) server that gives your AI agent permission to handle invoicing tasks. Once connected, you can say things like "Send Acme the retainer invoice" or "Mark the Reyes deposit paid." The AI drafts each action for your review, and nothing is sent without your explicit approval. Every action—human or AI—is logged with a full audit trail. Holdings also offers an optional accounting add-on ($25/month) that automatically posts invoices and payments to your books, so payment and journal entry are the same event.

Holdings Invoicing is built for freelancers, contractors, consultants, and small businesses who want to save time on billing without losing control. It's especially useful for people who already use AI agents and want to extend that capability into their financial operations. The platform handles unlimited invoices, recurring billing, auto-reminders, and multiple payment methods (card/ACH via Stripe). It's a practical, no-nonsense tool for anyone tired of stitching together separate invoicing and accounting tools.

Accounting Business & Finance — Other Freelancing Subscription Management

Key features

What makes it stand out

AI integration via MCP — tell Claude or ChatGPT to draft, send, and chase invoices in plain English

Approve every send — nothing goes out without your review, with a full audit trail of all actions

Unlimited invoices, quotes, payment links, and QR codes — no per-feature pricing

Optional accounting add-on that auto-posts payments and journal entries, eliminating month-end reconciliation

Recurring invoices and auto-reminders on your schedule or triggered by your AI

Who is Holdings Invoicing for?

Who benefits most from this tool

sending invoices and quotes via AI voice or text commands

collecting payments in person with QR codes

automating recurring invoices and payment reminders

Pricing

Free tier available — start without a credit card

Invoicing + banking

Free

Unlimited invoicing + quotes
Payment links + QR codes (3% + $0.30 per card charge)
Direct Claude, ChatGPT, or Cursor via MCP
Visa debit card + sub-accounts
Earn interest on your balance
48+ free business tools

Accounting add-on

$25.0/month

$20.0/month billed yearly

Everything in Invoicing + banking, plus:

Full double-entry accounting
Auto-categorization + custom rules
P&L, balance sheet, general ledger
Bank reconciliation (via Plaid, any bank)
Recurring invoices + auto-reminders
Custom branding (no "Powered by Holdings" mark)
Nonprofit fund accounting at the same price

Gallery

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Holdings Invoicing — pricing page — Pricing page

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