Soldo Features
Expense Reports (6)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users This feature was mentioned in 72 Soldo reviews.
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements This feature was mentioned in 64 Soldo reviews.
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements This feature was mentioned in 66 Soldo reviews.
Digital Receipt Management
Based on 79 Soldo reviews. Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system This feature was mentioned in 48 Soldo reviews.
Currency Conversions
As reported in 47 Soldo reviews. Enables easy entry of expenses in other currencies and converts to expense report currency
Travel Management (1)
Advanced Integrations
Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. 24 reviewers of Soldo have provided feedback on this feature.
Mobile (2)
Receipt Capture
As reported in 73 Soldo reviews. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
As reported in 23 Soldo reviews. Allows users to track mileage from mobile device using maps or GPS.
Administration (6)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 56 Soldo reviews.
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer 51 reviewers of Soldo have provided feedback on this feature.
Automated Reminders
As reported in 24 Soldo reviews. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies This feature was mentioned in 56 Soldo reviews.
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 76 Soldo reviews.
PCI Regulation Compliant
Complies with PCI security standards This feature was mentioned in 48 Soldo reviews.
Platform (7)
Reporting
Access pre-built and custom reports and dashboards. 71 reviewers of Soldo have provided feedback on this feature.
APIs / Integration
Based on 52 Soldo reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 50 Soldo reviews.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 77 Soldo reviews.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices. 71 reviewers of Soldo have provided feedback on this feature.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet. This feature was mentioned in 54 Soldo reviews.
Complex Approval Workflow
Provides workflow for complex approval structures 46 reviewers of Soldo have provided feedback on this feature.
Setup (2)
Approvals
Define rules and workflows that managers can use to approve different kinds of spending. 51 reviewers of Soldo have provided feedback on this feature.
Alignment
Based on 47 Soldo reviews. Align spending across various departments such as procurement and accounting.
Payment Cards (3)
One-time Virtual
Based on 38 Soldo reviews. Online credit card number that can be instantly sent to employees and used for secure, one-time purchases
Recurring Virtual
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services This feature was mentioned in 37 Soldo reviews.
Physical
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets This feature was mentioned in 44 Soldo reviews.
Reporting (4)
Real time
Report on spend transactions as they happen in real time This feature was mentioned in 42 Soldo reviews.
Multiple Views
As reported in 41 Soldo reviews. Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Export
Based on 44 Soldo reviews. The ability to export reports in various formats, such as excel, CSV, and Google Sheets
Budgets
Report on and track spending against budgets 40 reviewers of Soldo have provided feedback on this feature.
Payments (4)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information This feature was mentioned in 40 Soldo reviews.
Recurring
As reported in 39 Soldo reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
Based on 38 Soldo reviews. Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment
ACH
Allows for the electronic transfer of funds between banks 37 reviewers of Soldo have provided feedback on this feature.
Fraud & Risk Management (3)
Notifications
Real-time notifications for fraudulant and/or duplicate spending This feature was mentioned in 42 Soldo reviews.
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments 41 reviewers of Soldo have provided feedback on this feature.
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards This feature was mentioned in 45 Soldo reviews.
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Technology Glossary Features
View definitions of the features and discover new technology terms.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.





