Connect Soldo to Sage for effortless bookkeeping

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.

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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

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.

Simple expense sharing

Simple 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.

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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.

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.

Connect

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

Choose

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

New to Soldo? Here’s how we can help.

Soldo combines smart company cards with a comprehensive platform, making it easy to manage business spending. Finance stays in control with built-in budgets and real-time visibility, and everyone saves time with intuitive expense apps and automated bookkeeping.

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The website in all languages and for all markets is 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. All communications related to the website shall be sent to the registered office.

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.

The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).

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.