Forget petty cash, out-of-pocket expense reimbursements or sharing company credit cards. Take control of business spending by giving your teams physical or virtual expense cards that can be assigned to individual or multiple users.
Create dedicated physical or virtual expense cards for different departments, projects, or even locations. Assign these to individual or multiple users, so teams always have access to funds. Virtual cards can be generated instantly, for immediate use. Perfect for replacing petty cash or reimbursementsLearn more
Empower teams to spend company funds, while keeping control of spending. Set up spending limits on expense cards then manage the types of transactions that can be made as well as the geographic locations and merchant categories employees can spend in. Add or remove multiple users to company cards for complete flexibility.
International businesses and global workforces mean managing spending in different currencies. Quickly create multi-currency wallets and cards in GBP, USD and EUR for your teams with Soldo. Provide your team with an expense system that’s accessible from anywhere.
Create an individual wallet for a particular team, project or client and link specific expense cards for pre-approved, budget-friendly spending. Alternatively draw funds from the Main Wallet or Company Wallet, for the utmost flexibility. Make sure teams always have access to funds by setting up low balance alerts or auto top-ups.
Employees can capture receipts, VAT, categories and more with the Soldo mobile app. Easily set up reminders, so employees add the required information to every transaction as they spend. That means, you don’t have to chase up receipts at month-end.
Apply in minutes and get going in as little as one working day. You can add more to your plans and change or cancel your plan at any time. Billing is monthly.
A basic plan giving you a taste of the Soldo platform.
Get added flexibility to control funds and manage company spending.
Get increased visibility, control and support for multiple currencies.
For medium and larger businesses, that need customisation, flexibility and dedicated support.
These prices exclude VAT. The Soldo software platform is operated by Soldo Software Ltd. The emoney business account and payment services are provided by Soldo Financial Services Ltd and are subject to additional fees such as card issuance, cash withdrawals and others. See all the financial services fees here, and the typical limits here.
Expense management is a sub-category of spend management and relates to the tracking and controlling of employee spend.
With our new functions you can:
Any employee of the company that is given access to the Soldo account can use the expense management capabilities with different responsibilities, in line with their profile:
Super Admin/Admin: Set up the ‘Expense review’ feature, grant permission to check and approve expenses, give others access to approve/reject or request transaction info, edit employee expenses, set up spending policy profiles, add out-of-pocket expenses, set up expense categories, split transactions, download reports in different formats and expense claims in PDF.
Accountant: View and enrich their own and employee expenses, add their out-of-pocket expenses, categorise their expenses, split their transactions, download reports in different formats and expense claims in PDF.
Line Manager: View their own and specific employee expenses, enrich their transactions, approve/reject or request transaction info for specific employee expenses, add their out-of-pocket expenses, categorise their expenses, split their transactions
Employee: View and enrich their transactions, add their out-of-pocket expenses, categorise their expenses, split their transactions.
See ‘How do I set up the expense review feature?’ section.
To add an out-of-pocket expense:
If you’re a Super Admin or an Admin, follow these steps to create expense categories:
If you’re a Super Admin or an Admin, follow these steps to set-up a spending policy profile:
To split a single transaction:
Remember that the split information will only be visible in the transaction details and related reports, employees that have amounts attributed to them won’t see their part in their transaction list.
Admins or Accountants can download PDF documents, ready for spender and approver signatures. Once expenses have been approved, a report can be created for each user. You can also use the accounting platform report to see the status of each expense. Download report files in different formats in the ‘Reports’ section.
Yes, these features are available in all the markets we operate in.