Integrations

Empower employees and teams to spend company money online and in-store with Soldo payment cards. Cover employee expenses, such as travel and entertainment, or company spending for online ads and IT procurement – all while retaining complete control over spending.

Integrations Overview

Accounting

Easily sync and reconcile all your expenses and receipts with your accounting software.

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Expenses

Sync and reconcile all your expenses and receipt data if you already have an existing expense platform.

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Document management

Sync and securely store transaction meta data, such as receipts and invoices.

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Open banking

Simplify loading funds to Soldo with direct deposits.

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Accounting

Easily sync and reconcile all your expenses and receipts with your accounting software.

Support for major accounting apps

Support for data syncs with the following accounting software: Xero, QuickBooks Online, NetSuite, Zucchetti, Sage, Datev.

Bank feed

Automatically receive bank statements from Soldo directly into your accounting platform to simplify the expense reconciliation workflow.

Accounting data enrichment

Sync user meta data such as receipts, tags, and transaction classification to streamline your accounting processes at the end of each month.

Reconciliation

Easily classify and reconcile transactions within Soldo, ready for syncing with your accounting software.

User and company expenses

Sync employee expense data such as receipts for food and invoices for company spend like SaaS subscriptions.

Expenses

Sync and reconcile all your expenses and receipt data if you already have an existing corporate expense platform.

Mastercard smart data

Connect with 50+ expense management providers, including Chrome River, Concur, Coupa, Expensify, MobileXpense, Rydoo, SAP, Tallie, Workday, ezSoft.

Transaction sync

Integration with your expense platform enables Soldo to sync transaction and receipt data in real time, making expense reporting seamless for employees.

Expense and invoices

Soldo supports company expense and invoice management – for example, for online procurement and ad spend – in addition to employee expenses and receipts.

All expense platforms supported via Mastercard SmartData:

Abacus, AirPlus, BIS (Business Information Services), Certify, Chase SFTP Server, Chrome River, Concur, Conferma, Continia Software, Coupa, CrowdCast, Cybershift, Declaree, ExpenSys, ExpenseWatch, Expensewire, Expensify, Exspend, Fraedom (formerly Spendvision), Global Point Technologies, Hitachi Systems, IBM, Infor, Inlogik, Insperity, InterplX, JTB Business Travel Solutions, Inc, KDS, LG custom Format, MobileXpense, Moneyforward, Oracle, Panasonic Net Solutions, Rakus, Reardon Commerce, Rydoo, SAP, SBI Business Solutions, SDG2 Pass Through, SRXP, Serko Expense, SumTotal Systems (Cybershift), SutiSoft, Tallie, TravelPool, VExpenses, WNS, Webexpenses Ptd Ltd, Workday, expensemanager Software Pty Ltd, ezSoft.

Document management

Sync and securely store transaction meta data, such as receipts and invoices.

Supported platforms

Zucchetti, Sage AutoEntry, Xero HubDoc, Dext (Receipt Bank), Flux.

Email forwarding

Email forwarding of invoices and receipts to the Soldo document store.

Open banking

Simplify loading funds to Soldo in three simple steps

 

View all your bank account information – such as balances and transactions –
in one place and simplify loading funds to Soldo.

Select your bank and an amount in the Soldo console

Authenticate and confirm transfer at your bank’s website

Access the funds in your chosen GBP-denominated wallet

Connect to 30+ UK banks  
Automatically connect to over 30 UK banks including Barclays, NatWest, HSBC, Lloyds, Starling, Revolut and many more. Let us know if your bank isn’t included and we’ll add it.

Streamline wallet funding 
Easily load your Soldo account in seconds, without leaving the platform. No more memorising account details or being slowed down by data entry.

Stay protected 
Make safety a priority and cut the potential for errors when inputting account numbers and details to make a faster payment or BACS transfer.

Soldo® 2022 All rights reserved
The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland, authorised as an Electronic Money Institution by the Central Bank of Ireland (firm registration number C179925). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

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.

The software services and the website are provided by Soldo Software Ltd., a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd. (data protection number: ZA 092035) 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 the website, the software and related services shall be sent to Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.