Cut unproductive spend admin

Empower your teams with Bank Transfer Access

Allow approved users to send payments via Faster Payments and SEPA within defined limits, workflows, and permissions. Stay in control while unblocking potential bottlenecks.

Delegate seamlessly with Out of Office

Temporarily reallocate your approvals and expense reviews to other colleagues when you go on holiday. Keep payments and approvals flowing and reduce dependencies over busy holiday periods.

Chase pending reviews automatically

Set up automated notifications for pending approvals. Ensure timely reviews and smooth expense processing, without the usual chasing. You can set and optimise the timing and frequency of chasers to get the best results.

Additional enhancements

Increase agility, stay in control and ensure compliance

Sandbox

Access a safe environment for testing features, configurations and integrations.

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Expense review

Improve clarity and control around expense reviews with optimised navigation.

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Data filters & faster exports

Get custom report filters and export any data set from Soldo at the click of a button.

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Security enhancements

Benefit from the latest enhanced protection against fraud.

Accounting transaction imports

Automatically import data into your accounting
system.

Navigation improvements

Experience even greater usability with intuitive navigation enhancements.

Bank Transfer Access – A game-changer for finance

“Bank Transfer Access is a game-changer for finance and procurement leaders looking to streamline low-value, operational spend without sacrificing oversight. By enabling delegated bank transfers within clear governance frameworks, Soldo is solving one of the most persistent pain points in decentralised purchasing: the trade-off between speed and control. This launch gives organisations the agility to execute payments at pace while maintaining the structure and compliance needed to operate at scale. It’s a significant step forward in the evolution of intelligent, decentralised spend management.”

Charles Aladesuru, Research Manager European Enterprise Solution at IDC

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Spring Product Launch - Prospects - Feature Card Image

Frequently asked questions

Everything you need to know about the product and billing.

How do I see the new features in action?

On this page, you’ll find interactive demos that show you around our latest features. Click the demos linked in each of the boxes on this page. If you want to dive deeper, and you are an existing Soldo customer, please contact your Soldo Customer Success Manager, or click here. If you’re new to Soldo, click here to get in touch and we will get back to you as soon as we can to show you around the platform.

I’m a customer, how do I activate these new features?

If you’re already a Soldo customer, you may already have access to these new features. Navigate to the relevant location in the Soldo web app. Some features are automatically enabled, others are available for you to toggle on or off. If you don’t see these available, please contact your Soldo Customer Success Manager, or click here.

I’m not a customer, how do I get access to these features?

To learn more about Soldo’s new features, click this here to get in touch with the Soldo team. We will get back to you as soon as possible to explore how our spend management platform can liberate your finance team to accomplish more.

Can I set up spending limits with Bank Transfer Access?

Absolutely. Set thresholds per user, team, or transfer.

Can I restrict who users send money to?

Yes. You can limit transfers to specific recipients or groups of recipients.

Admins can:

Set custom approval chains
Define daily/monthly caps
Limit who users can pay
Audit all transfers from a central view

Still have questions?

Can’t find the answer you’re looking for? Please chat to our friendly team.

Get in touch

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The website in all languages and for all markets is 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. All communications related to the website shall be sent to the registered office.

The software services provided to customers resident in or with registered office in an EEA country or in the UK 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 the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.

The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).

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.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. 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.

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