How Soldofi works
Connect your systems. Set your rules. Let the work flow.
Soldofi sits alongside your accounting system and automates the repetitive work around invoices, approvals, payments, reconciliation, and reporting. Your finance team stays in control while Soldofi handles the work between the systems.
From incoming work to completed records
One workflow from invoice to reconciliation.
Instead of moving information between inboxes, spreadsheets, accounting software, and approval emails, Soldofi connects the steps into one controlled process.
Capture
Bring the work in automatically. Invoices and financial information enter Soldofi from your connected systems and existing finance processes.
Check & prepare
Turn incoming information into work your team can review. Soldofi captures the relevant financial information and prepares invoices and transactions for the next step.
Approve
Put the right person in control of the decision. Define who can prepare, review, and approve financial work.
Process
Let approved work move forward automatically. Once the required approval is complete, the transaction moves to the appropriate next stage.
Reconcile & report
Finish the process, not just the transaction. Bank activity, supplier statements, outstanding balances, and other financial information can then be reconciled and turned into usable reports.
Step 1: Connect
Start with the financial data you already have.
Soldofi connects to your existing accounting system rather than asking your team to create another source of financial data.
Once connected, relevant information such as suppliers, invoices, outstanding balances, bank accounts, and transactions can flow into the workflows that need it.
Step 2: Set your rules
Tell Soldofi how your finance team works.
Every business has different responsibilities and approval requirements.
Configure the workflow around the controls you already use rather than changing your finance process to fit the software.
Configuration, not development.
Your workflow should reflect your business without requiring a new custom software project.
Step 3: Let work come in
Your suppliers don't need to change how they invoice you.
Invoices can be routed to a dedicated Soldofi address or uploaded directly.
The important part is that your finance team doesn't have to manually move each invoice from an inbox into another system.
The goal isn't to change your suppliers' behaviour. It's to remove the manual work your team does after the invoice arrives.
Flow
Supplier sends invoice
Invoice enters Soldofi
Information is captured
Invoice is prepared for review
Approval workflow begins
Step 4: Review & approve
Automation handles the process. Your team makes the decisions.
Not every financial decision should happen automatically.
Soldofi handles repetitive processing while your team remains responsible for coding, review, approval, and exceptions.
Prepared
Invoice or transaction is ready for review.
Reviewed
The relevant financial information is checked.
Approved
The authorised person approves the transaction.
Booked
The approved transaction moves to the accounting ledger.
Nothing reaches the ledger simply because the system processed it.
Built around your existing systems
Soldofi works alongside your accounting system, not instead of it.
Your accounting system remains the authoritative record for your financial data. Soldofi handles the operational work around it: capturing information, moving work through approvals, preparing payments, reconciling records, and surfacing exceptions.
Your accounting ledger
Source of truth
Soldofi
Workflow & automation
Automate the work around your ledger without replacing the ledger itself.
Once you're connected
Your finance team stops moving information and starts managing exceptions.
Once the workflow is configured, the process becomes repeatable.
Invoice
- Invoice arrives
- Captured
- Checked
- Coded
- Approved
- Booked
Payment
- Outstanding invoices
- Payment plan
- Approval
- Release
Reconciliation
- Statement or bank activity
- Matching
- Exceptions
- Reconciliation
Reporting
- Financial records
- Aged balances
- Reporting
The more repetitive the process, the more work Soldofi can take off your team's plate.
Getting started
You don't need a major implementation project.
To get your first workflow running, we need a few things from your team.
An administrator
Someone who can authorise the connection to your accounting system.
Your approval structure
Who prepares, who reviews, and who approves your financial work.
Your finance mailbox
Only if you want supplier email and invoice intake to be part of the workflow.
We'll help configure the workflow around the way your team already operates.
See how Soldofi would work with your finance process.
Tell us how you handle invoices, approvals, payments, and reconciliation today. We'll walk you through where Soldofi can remove the manual work while keeping your existing controls and accounting system in place.
Get started