Don’t let workflow bottlenecks hold you back
Reimbursements, company cards and cash advances can’t keep up with live digital workflows such as daily bank feeds from current accounts. Waiting for statements and expense reports creates lags of weeks or even months – meaning your visibility of finances is limited to outdated insights. While expense reconciliation is a tedious manual process that can result in mistakes.
Traditional expense management processes don’t cut it
Still managing spending and expenses using legacy tools and processes? There’s a hidden cost to your clients and your practice.
Time-sapping (and tedious) compliance tasks get in the way of more profitable advisory services.
Manual processes result in human errors, and time wasted fixing issues cuts into your bottom line.
Without an up-to-date view of client spending, advice is based on an incomplete financial picture.
Spend your time smarter with Soldo
Soldo is a smart multi-user expense account. Our complete spend platform removes of the headache of expense management and sheds light on client spending.
Cut the time spent managing spending and expenses, get back to more profitable jobs.
Automate tedious tasks to streamline your workflow and reduce manual data input errors.
Integrate client accounting systems, sending transactions and enriched data in a click.
The complete spend management solution
Soldo comes with everything you and your clients needs to manage spending and simplify expenses. And, because we own our financial stack, we’ll can continue to innovate at pace.
|Multi-user platform and spend rules||
|Mobile app and receipt capture|
|Accounting partner programme||–|
|Free plan for clients and practices||–||Practice only|
|Xero bank feed connection||–|
|Xero expense platform integration||–||–|
“Using Soldo with Xero is a real game changer. The whole process of accounting for lots of transactions is massively simplified and takes no time at all.
Expense forms are old hat! Invoices are captured at the point of sale by the card holder (by taking a photo on the app) and it all flows beautifully from there.”
Managed Services Director, Vertis Accounting
It all starts with partnership
Getting going with Soldo is easy. Our dedicated partner programme is free to join, and we’ll be with you every step of the way to help you spend smarter.