Spend controls

Delegate the execution of payments while ensuring the only payments that happen are those that should happen. For additional control, fine tune who can see and do what in your account with permissions and roles.

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Dashboard

See spending across your company with a simple analytics dashboard. Spot business spending trends at a glance.

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Card rules

Create rules to set spend limits and control use including types of transactions, geographic regions, and merchant categories.

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Roles and permissions

Map your organisation by defining admins, managers, or employees, then assign permissions based on roles.

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Fund management

Hold and segregate funds for teams and projects in multiple wallets to provide access to budgeted funds.

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Real-time visibility, notifications and alerts

See all payments in real time across the organisation and set notifications and alerts on spending.

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Reports

Detailed, real-time reporting on company spending. Easily search and filter to find the data you need.

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Dashboard

Track and monitor your company spend and trends at a glance.

Overview on spending

Get a clear view of the spending trends across your company, see who is spending the most and where.

Tracking cashflow

Monitor cash flow, looking at the outstanding available balance across all the wallets in the account.

Card rules

Create rules to set spend limits and control use including types of transactions, geographic regions, and merchant categories.

Card lock

Instantly lock or unlock cards in real time to enable or disable spending.

Card payments

Control how a card can be used, whether contactless in-store or online.

Merchant categories

Enable or disable specific merchant categories, such as gambling.

Geography

Limit spending by only enabling specific countries where the card can be used.

Spend limits

Set monthly, weekly or daily spend limits to regulate and control card payments.

Cash withdrawals

Prevent or allow cash withdrawals at cashpoints or set monthly, weekly, or daily limits.

Roles and permissions

Assign users different roles like employee, manager, accountant, administrator etc. and set permissions to control access to data and spend.

Roles

Different employees have different responsibilities and jobs. Map your organisation and assign roles: from spender to manager and administrator.

Permissions

Each role assigned to a user will have different capabilities and access to functionalities depending on the set of permissions assigned to them.

Scope

Apart from a role, a user can also be assigned visibility over a particular set of resources, enabling administrators to define what they control.

Fund management

Hold and segregate funds for teams and projects in multiple wallets to provide access to budgeted funds.

  • Company wallets and selectable wallets
  • Dedicated funds for teams, projects or spend types

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Real-time visibility, notifications and alerts

See all payments in real time across the organisation and set notifications and alerts on spending.

  • Request of a purchase
  • Register interest

Transaction reports and account statement

Get detailed, real-time reports on company spending that can be easily searched and filtered.

  • Reports by wallet, user, card, group, and fuel
  • Account statement
  • Export capability in multiple file formats (PDF, XLS, CSV, QIF, OFX)

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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 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.