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Hear from our experts as they walk through a practical, end-to-end flow – from transaction enrichment and review readiness to seamless accounting exports, so Finance always works with structured, reliable data.

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Jo Smallwood
Jo Smallwood
Head of Learning & Development
Soldo
Matt Heale
Matt Heale
Lead Product Education
Soldo

Connected spend. Cleaner close. Less friction.

Discover how to bring structure to your spend stack. See how Soldo helps you enrich transactions automatically, capture receipts with OCR, and export clean, structured data into your accounting systems — so Finance works with reliable information from day one, not at month-end.

Frequently asked questions

Everything you need to know

What if our spend data is currently inconsistent?

That is exactly the problem this session addresses. Soldo enriches transactions automatically with categories, cost centres, lists and auto-tagging, so data becomes structured as spend happens — not reconstructed later.

Can exports match our accounting structure exactly?

Yes. Soldo supports native accounting exports as well as custom template exports, so data can be formatted to align with your specific chart of accounts, cost centres, and reporting requirements.

How do integrations like Amazon Business work?

Soldo integrates with tools such as Amazon Business to streamline procurement and reduce manual rework. The session also covers examples of HR and travel integrations that help reduce duplication and improve data consistency.

Does OCR work for out-of-pocket transactions?

Yes. Receipts can be captured in-app or forwarded by email, and OCR automatically extracts key data to reduce manual entry — including VAT where applicable.

Can I review and approve transactions before month-end?

Yes. Transactions become review-ready in real time, allowing managers and Finance to validate context, receipts and compliance before month-end pressure builds.

Still have questions?

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

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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.

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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.