Spend Management Concepts

Our platform utilises advanced 3D Secure (3DS), to safeguard online transactions by providing enhanced fraud protection.

Create granular card rules to control spend, before a transaction is made.

Review expenses, with a multi‑ step approval process, that can be tailored to the way your business operates.

Keeps review processes timely with automated notifications for expense reviewers.

Give employees the level of Soldo access they need to get their job done with Advanced user profiles.

Configure low-balance and declined transaction alerts, so the right people can take action.

Automatically reconcile Amazon Business invoices in Soldo, enhancing accuracy and eliminating errors in the reconciliation process.

Easily link your Soldo Card to your Apple or Android mobile phone in order to make contactless payments.

"Automate the flow of money between users, cards or wallets either periodically or when transfer balance is low at bulk."

"Ensure that employees always have an adequate amount of company money or funds allocated to them, so that they can spend without issues

With Autotags you can create rules that automatically add a custom classification to a payment transaction.

A Statement, that shows how your company money is being used in Soldo over a set period of time.

Delegate the ability to make on an ad hoc or evergreen basis; grant requests for funds for bank transfers on an ad hoc basis within Soldo.

Transfer money, held in the Soldo platform, to make external payments anywhere.

Transfer funds into main and company wallets in bulk, using an .xlsx file upload, for one-off top ups.

Request funds for business travel and approve and assign funds required for the trip ahead of time or during the trip.

Apply card rules, such as card spend limits to many Soldo cards at once.

Track your carbon footprint, including Scope 3 emissions, to support ESG reporting.

Allocate a ringfenced pot of money, or budget, to a team or cost centre using our Company Wallets. Soldo Cards can then be linked and draw money from the wallet.

Working with skilled security researchers, we test our products with over 10 security assessments per a year.

Integrate Soldo transaction data into any financial system where there isn’t a direct integration, via Custom Template Export.

Soldo Software Ltd. and Soldo Financial Services Ltd. have both obtained the Cyber Essentials Plus Certification meaning our customers our protected against common online threats.

Use our direct integration with DATEV to download expenses from Soldo and quickly import them.

As an Unlimited customer, you get access to a Customer Success Manager, who will work with you to ensure that you get maximum value from Soldo.

Provide your developers access to use Soldo’s Business API, in order to connect to other financial and business systems.

Store safely and securely your receipts digitally in line with local regulations.

Use our direct integration with Exact Online to automatically sync transaction data from Soldo.

Expenditure filter and lock provides enhanced protection against unathorised spending.

Create Expense Categories so employees can classify the expenses that they make.

Create Expense policies for your company that automatically flag to employees and their managers, out-of-policy spend.

Archive employee expense reports so that expense details are always easily available for audit and tax reporting needs.

Generate expense reports at any time, for any time period, for each employee.

Review expenses made by employees, then approve, deny or ask for further information.

Select and change the funding source (where a card draws money from) of a card.

Bring together users, company wallets or cards into a single Group where controls can be applied and reports generated.

Soldo is part of the G-Cloud framework, so can provide cloud computing services to the UK public sector.

Use our HR system integrations to automatically sync employee data.

Soldo is ISO/IEC 27001 accredited, which means we align to globally

Soldo Technology’s ISO/IEC 9001 certifications since 2019 demonstrate that the group’s quality management system complies with the highest international standard.

Lists allow you to collect all spend transactions for a particular team or project by allowing employees to apply the list to their spend.

Have a question about a feature or need help with configuration? Use in-product, web chat, or email support to get answers.

Main Wallets hold company money transferred from your business bank account. They are set to one currency, either GBP, EUR or USD.

Connect Soldo Card spend data with your existing expense management solution using Mastercard® Smart Data integration.

Use our direct integration with Microsoft Dynamics 365 to sync your expenses transactions from Soldo in just one click.

Allows employees to submit mileage claims to be reimbursed accurately. Includes configurable reimbursement rates and automatic distance calculations with Google Maps.

Move transactions from one wallet to another to correctly allocate spend to a budget.

Soldo primarily supports Euro, GBP and USD currencies. Each Main Wallet can be setup with one type of currency.

Multi-entity is the capability to easily switch from one associated account to another to manage your finances in the same platform but segregating responsibilities to each company.

Use our direct integration with NetSuite to automatically sync transaction data from Soldo.

Streamline the process of matching receipts to the correct transactions, VAT identification, and ensure the image quality of receipts.

Dedicated virtual Soldo Mastercard ® that can be created and used for each online ad campaign – linked to a particular supplier for recurring payments.

Add out-of-pocket expenses e.g. business purchases made using personal money.

A real-time overview of all things Soldo. See a quick summary of your spending activities with trend visualisation.

Transfer money, held in the Soldo platform, to reimburse employees for out of pocket expenses using a dedicated workflow.

Create a CSV containing employee out-of-pocket expenses that can be exported into payroll systems.

Soldo Software Ltd has been accredited as a Level 1 PCI DSS service provider since 2017.

Need assistance with bespoke Soldo integrations with your ERP or financial system, or have a custom requirement? Our Professional Services team are here to help.

Use our direct integration with QuickBooks to automatically sync transaction data from Soldo.

Physical cards can be used instantly, from the moment they're ordered, either online or via Google/Apple Pay.

Create a report for a specific time period that details how much money needs to be reimbursed back to employees for out-of-pocket expenses.

Create approval workflows and allow your employees to request card top ups or a temporary virtual card.

Reserved Wallets allow you ringfence a pot of money to be used by a shareable, non‑nominative company card.

Bring together groups, users, wallets or cards into a Resource Set so that controls can be applied and reports generated.

Use our direct integration with Sage Accounting to automatically sync transaction data from Soldo.

Provide your developers a secure demo account for testing, experimenting and learning without any impact on your live account

Integrate Soldo Card and transaction data into SAP Concur, using our direct, Bank Feed integration.

SSO simplifies user access management across different platforms. This feature will enable users to sign into Soldo more easily and in a more friction free manner.

A Soldo Mastercard®, physical or virtual, assigned to a team, project or specific cost centre, so that spend can be aligned to a budget.

A Soldo Mastercard®, physical or virtual, assigned to employees, so that they can spend allocated company money in a controlled way.

Soldo Fuel Cards are a dedicated card that can be used to buy fuel, at service stations or for tolls/parking.

Get access to step-by-step guides, videos and frequently asked questions, so you can get maximum value from Soldo.

Split an expense transaction between colleagues or by different expense categories, so that spend can be represented accurately.

Set automatic Reminders for employees to encourage them to enter the necessary details into their expense transactions

We employ Secure Customer Authentication (SCA) for multi‑ factor authentication, increasing the security of electronic payments.

Dedicated virtual Soldo Mastercard ® that can be created and used for each subscription supplier for recurring payments.

As an Unlimited customer, get direct access to Soldo product experts, who will work with you to get maximum product value.

Sync and securely store and archive receipts and invoices, according to tax laws in France, Germany and Italy.

A virtual Soldo Mastercard®, that can be requested by an employee that can be used for either 7 days or up-to 10 transactions.

Whether new features or a refresh on core product capabilities, our regular Training webinars help maximise your investment.

Using the Mobile App employees can snap a photo of their receipts and add expense details, as soon as a payment is made.

Generate reports that detail spend transactions made using Soldo Cards or via bank transfer, by particular employees, teams or projects or by specific expense categories such as fuel.

Export business travel invoices for bookings made using a Soldo Card, from TravelPerk into Soldo automatically.

Create custom roles and set the specific permissions of what that role can access and do in the platform.

A User Wallet is automatically created when you assign a card to an individual employee.

Create custom VAT rates so that your employees can select the correct VAT rate for a specific expense or purchase made.

Use our direct integration with Xero to automatically sync transaction data from Soldo.

"Use our direct integration with Zucchetti’s ZTravel to manage travel and expense reports."