Why Soldo is the smart choice for practices

There’s a smarter way to manage business spending and expenses. Soldo makes life easier for accountants, bookkeepers and their clients.


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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statements and expense reports creates lags of weeks or even months – meaning your visibility of finances is limited to outdated insights.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.

Lost profits

Time-sapping (and tedious) compliance tasks get in the way of more profitable advisory services.

Costly mistakes

Manual processes result in human errors, and time wasted fixing issues cuts into your bottom line.

Outdated insights

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.

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“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.”

Ian Jarvis

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.

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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.