Security & controls
Automation with financial controls built in.
Soldofi is designed for finance workflows where access, approvals, accountability, and auditability matter as much as automation. Automate the repetitive work without giving up control of your financial operations.
Automate the work. Keep control of the decisions.
Financial automation shouldn't mean giving a system unrestricted control over your books. Soldofi is designed to separate the work of preparing, reviewing, approving, and processing financial transactions. Your team remains responsible for important financial decisions while Soldofi handles the repetitive steps around them.
Access & responsibility
The person preparing a transaction doesn't have to be the person approving it.
Finance processes often require more than one person to be involved.
Soldofi allows responsibilities to be separated so that preparation, review, and approval can belong to different people.
Automation should strengthen your existing controls, not bypass them.
Prepare
Someone captures and prepares the invoice.
Review
A reviewer checks the financial information.
Approve
An authorised person approves the transaction.
Process
The approved transaction moves to the next stage.
Approval workflows
Important financial actions stay behind an approval gate.
Soldofi doesn't treat processing an invoice as the same thing as approving it.
Work can move through defined approval stages before it reaches the next financial step. For invoice processing, approval is required before an invoice can be booked to the accounting ledger.
The workflow can automate the process without automatically making the financial decision.
Accountability
Know who did what and when.
Financial teams need to be able to understand how a transaction moved through the process.
Soldofi records important workflow activity so your team can trace actions and decisions.
| Actor | Timestamp | Field | Old value | New value |
|---|---|---|---|---|
| A. Reviewer | Report date, 09:14 | Status | Inbox | Pending |
| B. Controller | Report date, 11:02 | Status | Pending | Approved |
| C. AP lead | Report date, 10:03 | Line created | not set | Pending approval |
| D. Director | Report date, 14:20 | Plan status | Stage two | Released |
A completed transaction should come with a clear history of how it got there.
Financial integrity
Soldofi works around your ledger, not instead of it.
Your accounting system remains the authoritative record of your financial information.
Soldofi is the workflow layer.
Your accounting system remains the financial record.
System access
Connect through the systems you already trust.
Supported accounting and mailbox connections are authorised through the provider's own consent process.
You don't need to hand Soldofi your accounting-system password.
Your accounting system
Provider authorisation
Soldofi
Controlled workflows
For example, Xero connections are authorised through Xero's consent flow rather than by providing Soldofi with your Xero credentials. You can manage and revoke authorised connections through the relevant provider.
Permissions
Give people access to the work they are responsible for.
Not everyone on your finance team needs the same level of access.
Soldofi's workflow model allows responsibilities and duties to be separated so that users can perform the actions appropriate to their role.
Access should follow responsibility.
Payment security
Moving money should require more than clicking a button.
Payment plans can move through defined approval stages before they are released.
This helps separate the person who prepares a payment plan from the people responsible for reviewing and approving it.
Every payment decision stays visible and accountable.
Data handling
Use the information needed for the workflow.
Soldofi connects to your financial systems to retrieve the information required for the workflows you enable.
The goal is not to create another permanent copy of your accounting system. Soldofi uses connected financial data to perform operational work while your accounting system remains the authoritative record.
Important note
For specific data retention, storage, encryption, infrastructure, or compliance requirements, contact us for the details applicable to your organisation and deployment.
Security is part of the workflow, not a separate feature.
For finance teams, security isn't only about protecting a database.
It's also about making sure the right person prepares the transaction, the right person approves it, important changes are traceable, payments don't bypass approval, the accounting ledger remains authoritative, and connections can be controlled by the organisation.
That's how Soldofi approaches financial automation.
Security questions
Common questions for vendor evaluation.
Have a security or vendor assessment question?
Tell us what your organisation needs to evaluate, from access controls and approval workflows to accounting-system connections and auditability.
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