On-demand webinar

Inside Soldo: How Our Own Finance Team is Cutting Through Admin Chaos

When finance teams, whether they sit within finance itself or within marketing, shift from reactive gatekeeping to proactive enablement, the whole business benefits. It’s faster, it’s smarter, and it builds trust across teams.

In this webinar you’ll discover how to:

  • Reclaim up to 6 days a month with automated reconciliation and approvals
  • Capture opportunities faster by reallocating budgets in seconds without breaking governance
  • Improve forecast accuracy with real-time visibility across every team and region
Who’s speaking

Speakers

Join Kath Watson, Marketing Operations PM, and Rory Choudhuri Head of Product Marketing at Soldo, as they share the real ways they’ve been empowered to make smarter spend decisions while keeping finance in control.

Kath Watson
Marketing Operations Project Manager
Soldo
Rory Choudhuri
Head of Product Marketing
Soldo

Frequently asked questions

Everything you need to know about spend management.

What is spend management and why is it important for finance teams?

Spend management is the process of controlling, tracking, and optimising how money flows through your organisation. For finance teams, the value lies in transforming raw spending data into strategic insight, so resources can be allocated to where they deliver the most impact. Done well, spend management doesn’t just protect the bottom line; it drives better decisions, stronger collaboration, and faster growth.

How can finance empower teams to spend without increasing risk?

Finance can empower other business teams to spend by shifting decision-making closer to the people doing the actual work, within the rules set by finance. That means clear spending limits, automated approvals, and real-time visibility into every transaction. With solutions like Soldo, you can even issue virtual cards or prepaid cards instantly, reallocate budgets, make a bank transfer, whenever the business needs it, ensuring speed and flexibility without losing governance or compliance. Read more about how to empower teams whilst keeping finance in control here.

How can budgets be reallocated when priorities change and how to know where to reallocate from?

When priorities shift, the real challenge isn’t just moving money, it’s knowing where that money should come from. Real-time visibility of every budget and transaction is essential. In the webinar, Kath shares how she sees real-time spend across all marketing teams and regions, so funds can be reassigned in seconds to the areas with the greatest impact, all while staying within governance rules.

How can finance stay in control when spend decisions happen outside the finance team?

When decision-making is decentralised, finance can maintain control by keeping real-time visibility over every transaction. With Soldo, all spend data is automatically captured, categorised, and integrated with finance and ERP systems like NetSuite, Xero, Sage, Quickbooks etc., giving finance a complete view, without chasing teams for updates. This ensures decisions can be made closer to the work, while finance still has accurate, up-to-date information for reporting and compliance.

How can automation help finance avoid becoming a bottleneck?

Automation replaces manual approvals, reconciliations, and data entry with instant, rules-based processes. In Soldo, teams can request and approve spend in seconds, receipts are uploaded automatically, and transactions sync directly with your finance system. Customers have reduced reconciliation from up to six days a month to just half a day — freeing finance to focus on strategic work instead of processing paperwork.