On-demand webinar

Soldo in Action: Set Spend Rules That Scale

Spending often scales faster than control – leaving finance teams to clean up the mess afterwards.

On this webinar you will learn how Soldo helps you stay ahead of team spending by setting smart rules, streamlined approvals, and real-time visibility – all without slowing your processes down.

In this webinar, you’ll discover how to:

  • Structure spending by team, department, or project for clearer ownership
  • Apply smart card controls to prevent overspending before it happens
  • Streamline approval workflows to speed things up without losing control
Who’s speaking

Speakers

Hear from our product and customer success experts as they walk through practical ways to scale spend control without adding admin.

Anne-Julie Gil
Customer Success Manager
Soldo
Matt Heale
Lead Product Education
Soldo

Don’t wait to regain control

The longer you delay, the more manual work you will accumulate. This session will help you take the first step towards a scalable, structured approach to spend management, with practical tips, real product walkthroughs, and features you can apply today.

Frequently asked questions

Everything you need to know.

Who is this webinar for?

Finance professionals, budget owners, and operations leads who want to gain more control over spending – without slowing down the business.

I already use Soldo – will I learn anything new?

Yes – we’ll show you how to get more from existing features and discover tips to optimise your spend setup.

Why do I need proactive spend rules?

Reactive spend control creates delays, rework, and manual admin. Proactive rules put Finance in control before money leaves the business. 

Is this relevant feature for small teams or only large organisations?

The principles apply to both. Whether you manage a small team or a complex structure, you’ll learn how to scale spend control efficiently.

How do I get in touch for further support or discuss an upgrade to my Soldo plan? 

We’re here to help. If you’d like to give feedback, request support, or explore upgrading your Soldo plan, please complete this form.

Still have questions?

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