Financial operations, automated
Turn repetitive finance work into controlled workflows.
Soldofi automates the work around your accounting system: invoice processing and approvals, payments, reconciliations, reporting, and supplier communication.
Less spreadsheet work. Fewer manual checks. More time for the decisions that actually need your team.
The problem
Your accounting system has the data. Your team still has to do the work.
The information is already there. The problem is everything your team has to do between systems.
Invoices still need to be processed
Someone has to open invoices, capture the details, check them, code them, and send them for approval.
Approvals are hard to keep track of
Finance teams chase people across email and messages just to get a transaction approved.
Reconciliation means comparing records manually
Supplier statements and ledger data are often checked line by line to find the few items that don't match.
Reports take work before they become useful
Teams spend hours preparing aged payables, receivables, and other financial reports before they can actually use them.
Soldofi connects these manual steps into one workflow.
What Soldofi automates
The financial work between your systems and your team.
Soldofi works alongside your accounting software to handle repetitive operational work, while your team stays responsible for decisions and exceptions.
Accounts Payable
Get invoices from inbox to ledger without the manual work. Capture invoice information, check it against your rules and financial records, route it for approval, and post approved invoices to your accounting system.
Reconciliation
Find the differences instead of checking every line. Compare supplier statements and bank transactions with your financial records and separate matched transactions from the exceptions that need investigation.
Reporting
Know what is outstanding without rebuilding the report. Get a clear view of aged payables and receivables by entity and currency, using information connected to your accounting records.
Supplier Operations
Keep supplier conversations and questions connected to the financial records. Bring supplier emails, statements, remittances, and invoice conversations into the context your finance team needs.
Automation without losing control
Let Soldofi do the work. Keep your team in control of the decisions.
Not every financial decision should be automated.
Soldofi handles repetitive processing while your team controls coding, approvals, exceptions, and payment decisions.
- 01
Prepare
Invoices and financial transactions enter the workflow.
- 02
Review
The relevant information and checks are brought together for review.
- 03
Approve
The authorised person makes the final decision.
- 04
Process
Approved work moves to the next stage or back to your accounting system.
- 05
Track
Every important action is recorded for visibility and auditability.
Automate the process. Keep accountability with the people responsible for it.
Built for real finance teams
Manage multiple entities without losing the financial context.
When your business operates across entities or currencies, financial information can quickly become difficult to compare.
Soldofi keeps entity-level information separate while giving your team a consistent view of the work that needs to be done.
Multiple entities
Keep financial workflows and records associated with the correct organisation.
Multiple currencies
Work with each entity's reporting currency rather than mixing unlike balances.
One operational workflow
Give your finance team one place to manage the work happening across your financial systems.
Works with your existing systems
Keep your accounting system. Automate everything around it.
Soldofi isn't asking your finance team to replace the systems they already rely on.
Connect your accounting and business systems and let Soldofi handle the operational work around them.
Xero
Connect your organisation and bring financial data directly into Soldofi workflows.Google Workspace
Connect your existing finance mailbox for invoice intake and supplier communication.Microsoft 365
Use your existing Outlook mailbox without changing how suppliers contact your team.Coming soon
NetSuite
Microsoft Dynamics 365 Business Central
Shopify
How Soldofi works
Connect your systems. Set your rules. Let the workflow handle the rest.
- 01
Connect
Connect Soldofi to your accounting system and the mailboxes your finance team already uses.
- 02
Set your controls
Define who prepares, reviews, approves, and handles exceptions.
- 03
Let work flow in
Invoices, transactions, supplier requests, and financial information enter automatically.
- 04
Review what needs you
Soldofi handles repetitive processing and brings exceptions and decisions to the right people.
- 05
Keep your ledger authoritative
Approved transactions flow back to your accounting system, which remains the source of truth.
Questions
Frequently asked questions
No. Soldofi works alongside the accounting software you already use. Approved transactions flow back into it, and it remains the source of truth for your financial records.
Xero, Google Workspace and Microsoft 365 are available now. NetSuite, Microsoft Dynamics 365 Business Central and Shopify are on the way.
Your team does. Soldofi handles the repetitive processing (capture, coding, matching, routing) while coding decisions, approvals, exceptions and payment releases stay with the people responsible for them.
Yes. Financial workflows and records stay associated with the correct organisation, and each entity is worked in its own reporting currency rather than mixing unlike balances.
Connect your accounting system and the mailboxes your finance team already uses, then define who prepares, reviews, approves and handles exceptions. Work begins flowing in from there.
See how much of your finance workflow can run without the manual work.
Bring us your current process. We'll show you where Soldofi can automate repetitive work, improve visibility, and keep your existing financial controls in place.