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Integrations & APIs Microsoft Dynamic 365 Integration

Effortless bookkeeping with Soldo and Microsoft Dynamics 365 Business Central

Connect Soldo to Microsoft Dynamics 365 Business Central to sync your expenses and get accurate accounting data for effortless reconciliation.

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Microsoft Dynamic 365 Integration

We've helped thousands of businesses simplify their business spending

Easy integration. Effortless reconciliation.

Synchronised in one click

Save time and effort by syncing your expense data with Microsoft Dynamics in one click.

Faster month-end reconciliation

Close your books faster with the data you need for an efficient month-end.

Improved accuracy


Eliminate manual data entry errors for more accurate reporting.

Accelerate your bookkeeping in just a few clicks

The Soldo and Microsoft Dynamic 365 integration makes your life easier with smart features that make expense management simple.

Seamless synchronisation

Soldo transactions sync with Microsoft Dynamics 365 Business Central in just one click, saving you time and reducing manual data input.
Save hours on data entry and reduce the likelihood of errors with one easy-to-implement integration.

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Simple expense sharing

You can pre-categorise your expense data before it is shared with Exact, and ensure it goes on the right purchase ledger, with the right notes and attachments. You won’t chase another receipt again.

Export invoices in minutes

See which transactions need to be exported, have been exported, and those you’ve chosen not to export by month, and reduce the month-end admin burden.

For expense data you want to export including invoices, just check it has all the necessary information and export to Microsoft Dynamics 365 Business Central.

Connecting Soldo to Microsoft Dynamics 365 Business Central is simple

Log in

Log in to Soldo, then look for Microsoft Dynamics 365 Business Central in the search box of the Marketplace section.

Connect

Select Microsoft Dynamics 365 Business Central and connect.


Choose

Choose how to export transactions to Microsoft Dynamics 365 Business Central.

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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.