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Holdings

Holdings

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AEO Score: 9/10

Crawled 5 times by AI engines

ChatGPT · Perplexity · Apple Intelligence · Claude

getholdings.com

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What this score means

Your AEO score measures whether AI search engines (ChatGPT, Claude, Perplexity, Gemini) can actually read your site and cite it in answers. Two-thirds of websites are invisible to them. Holdings just got measured.

9/10 means Holdings is well-positioned for AI search. The full breakdown below shows where you are still leaving points on the table.

About Holdings

Free business checking at 1.75% APY. Accounting from $25/mo. Done-for-you bookkeeping from $59/mo. 57 free tools — no signup needed. For businesses and nonprofits. FDIC insured up to $3M.

Key Topics

One place for your money, your books, and everything in between.

Details

Category: Finance & Insurance

getholdings.com

AI Visibility Breakdown

8

Structured Data

9

Content Structure

9

Entity Clarity

6

E-E-A-T Signals

9

Technical AEO

10

AI Discoverability

Frequently Asked Questions

How much does Holdings cost?

Start free with 57 free tools, invoices, reports, and business banking. Full accounting software is $25/mo. Want us to handle everything? $59/mo — or free with a $10K+ banking balance.

Do I need to be good with numbers?

No. The free plan gives you tools, invoices, and reports — no accounting knowledge needed. Upgrade to Software ($25/mo) for full double-entry accounting. Or choose Services ($59/mo) and we handle it all.

What are the free tools?

57 free tools for invoices, tax estimates, budgets, P&L reports, expense tracking, nonprofit checklists, and more. Use them without an account. They're included with every plan.

Do I have to open a bank account?

No. Holdings works with your existing bank — we connect through Plaid. But if you add Holdings banking (free), your transactions flow in automatically and your balance earns 1.75% APY.

Is my money safe?

Yes. Deposits are held at i3 Bank, Member FDIC, insured up to $3M. We use 256-bit encryption and are SOC 1 and PCI DSS certified.

How is this different from QuickBooks?

QuickBooks is accounting software. Holdings is accounting + banking + tools + automation in one platform. Depending on your plan, we either help you do it or do it for you. And our pricing starts way lower.

Is this your brand?

Claim free. You'll see:

Your full 6-category score breakdown

Exact fixes: robots.txt, schema, llms.txt

AI bot crawls from ChatGPT, Claude, Perplexity, Gemini

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Picked for Holdings: AEO & AI Search

The AEO Checklist Every Small Business Owner Needs Right Now

Your potential customers are asking ChatGPT, Gemini, and Claude questions about your product category. These AI models are giving answers without sending traffic to your website. You're not losing rank. You're losing visibility entirely.

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Source & Attribution

Scored by Engagemii on May 29, 2026. Methodology: engagemii.com/aeo/methodology

Source URL: https://engagemii.com/aeo/brands/getholdings

Cite this score: Engagemii (2026). "AEO Score for Holdings." Retrieved from https://engagemii.com/aeo/brands/getholdings

Licensed under CC BY 4.0. You may reuse this data with attribution: a visible link to engagemii.com.

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