Integrations & APIs Sage Integration

Connect Soldo to Sage for effortless book keeping

Manage spend easily in Soldo, then sync transactions to Sage automatically. You get accurate transaction data in your accounting platform without extra paperwork – ready for reconciliation.

Sage Integration

We've helped thousands of businesses simplify their business spending

Make month-end easier than ever

Win back valuable time

Flow all transaction data into Sage automatically and save your team hours at month-end.

Get accurate transaction data

Eliminate manual data entry errors and get an up-to-date view of all business spending in Sage.

Simplify reconciliation


Match or create transactions within Sage for complete visibility of business-wide expenditure.

Features that make a difference

Soldo’s flexible platform allows you to quickly and easily set funds aside for specific individuals or teams. Set up multiple currency wallets and cards in seconds, customise your spending controls for different cards, and create different groups to mirror projects or departments within your office.

Export invoices in minutes

See which transactions need to be exported, have been exported, and those you’ve chosen not to export by month, and reduce the month-end admin burden.

For expense data you want to export including invoices, just check it has all the necessary information and export to Sage Business Cloud Accounting.

Export invoices in minutes

Automatic bank feed

Soldo transactions automatically sync with Sage daily, saving you precious time and reducing manual data input. Save hours on data entry and reduce the likelihood of errors with one easy-to-implement integration.


Automatic bank feed

Easy expense sharing

The Soldo mobile app captures receipts, lists, and notes at the point of purchase, so finance teams always have the information they need. Easily validate the information and – with just one click – send it all to Sage Business Cloud Accounting for reconciliation.

Easy expense sharing

Connecting Soldo to the Sage bank feed is simple

Log in

Log into Sage and connect your bank. Then search for Soldo in the search box.

Log in

Connect

Select Soldo and authorise the connection, then choose which account to add.

Connect

Choose

Select a start date with up to 90 days of historical transactions available to sync.

Choose

Your security is our top priority

At Soldo, we prioritise your security. Our commitment to safeguarding your data is reflected in our adherence to industry-recognised certifications and regulations.

ISO 27001
We meet international standards for information security.

PCI DSS
We ensure secure handling of credit card information.

Your security is our top priority

Manage spending, wherever you are

Soldo gives you a safer way to manage and distribute company money without sacrificing speed, visibility, or trust. 

Manage spending, wherever you are