Connect your systems
Bring the systems you already use into one financial workflow.
Soldofi connects to your accounting software and finance mailbox so information can move into the workflows that need it, without replacing the systems your team already relies on.
Why connect?
Your financial data already exists. Soldofi puts it to work.
Your accounting system already knows which suppliers you use, what you owe, what customers owe you, and what transactions have happened. Your mailbox already receives invoices and supplier questions. The problem is that your team still has to move information between those systems and turn it into completed work. Connecting Soldofi removes that manual handoff.
Accounting systems
Connect your accounting system once. Use the data across your workflows.
Once your accounting system is connected, Soldofi can use the financial information needed for AP, payments, reconciliation, reporting, and bank workflows.
NetSuite
Coming soonBring your NetSuite financial records into the same AP, payment and reconciliation workflows.
Microsoft Dynamics 365 Business Central
Coming soonConnect your Business Central data to automate the financial work around your ledger.
Shopify
Coming soonBring order information into Soldofi for matching against invoices in your accounting system.
Finance inboxes
Keep using the mailbox your suppliers already know.
Your suppliers don't need to learn a new process just because you're automating finance operations. Connect your existing finance mailbox and use it for invoice intake and supplier communication.
Google Workspace / Gmail
AvailableConnect your existing Google mailbox to Soldofi and use it for supplier communication and invoice workflows.
Microsoft 365 / Outlook
AvailableConnect your existing Microsoft mailbox to Soldofi without changing the address your suppliers already use.
Once connected
Your systems keep doing what they're good at. Soldofi handles the work around them.
Your accounting system
Provides the financial records.
Soldofi
Uses that information to run your workflows.
Your finance team
Reviews exceptions and makes the important decisions.
Back to your accounting system
Receives approved financial transactions where applicable.
One connection. Multiple financial workflows.
AP Automation
Process supplier invoices. Capture invoice information, prepare it for approval, and book approved invoices.
Payment Runs
Build payment plans from outstanding payables. Use your financial records to create controlled payment workflows.
Reconciliation
Compare supplier statements against your ledger. Identify matches and focus your team on differences.
Aged Reporting
Understand what's outstanding. Use connected financial data to report aged payables and receivables.
Bank Reconciliation
Classify and reconcile bank activity. Bring bank transactions into a structured workflow.
You stay in control
Connect through the system you already trust.
Soldofi uses your provider's own authorisation process for supported connections. You don't hand Soldofi your accounting-system password.
You authorise the connection
Approve access through your accounting or mailbox provider.
Soldofi uses the authorised connection
Only the information needed for the relevant workflows is brought into Soldofi.
You can revoke access
Remove the connection from the provider whenever you choose.
Your ledger remains authoritative
Soldofi automates the workflow around your financial records. It does not replace your accounting system.
Not connected yet? Start with your existing export.
You don't have to wait for a direct connector to start working with Soldofi.
For supported workflows, you can begin with an export from your existing accounting system and move to a direct connection later.
Supported examples
Don't see your system?
We're building Soldofi around the systems finance teams already use. If your accounting system or finance tool isn't listed, tell us what you're using and what you need to automate.
Connect the systems you already use. Automate the work around them.
Tell us which accounting system, mailbox, entities, and finance processes you're working with. We'll show you how Soldofi can fit into your existing setup.
Get started