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Gain control of your employee spending with Soldo’s prepaid cards

Inform Accounting are proud to partner with Soldo, a specialist business spend management platform.

Soldo is a multi-user spending account, complete with Mastercard® debit cards, intuitive admin and effortless reporting. You finally have an easy way to delegate, control, and track your employees’ (and your company’s) expenses.

Configure your employees as users and create company cards, allocating each an online wallet and Soldo Mastercard® debit card (plastic or virtual). Set bespoke spending limits and rules to suit everyone’s needs (and trust levels); chiming perfectly with your procurement policy.

 

 

Key features

  • Track and manage out-of-pocket and out-of-policy expenses 

  • Split payments and categories transactions into customisable categories 

  • Get advanced real-time reporting by wallet, card, team, department, and fuel spend 

 

Ready to get started with Soldo?

Getting your Soldo account setup couldn’t be easier. Set up your account via their website - just select the plan you want, and in a few clicks your account will be ready for you! 

Not quite ready to commit? Soldo offer a 30-day free trial on their Pro and Premium plans, so you can test it out and see if it’s the right move for you and your business.

 

Benefit from our partner discount!

If you are an Inform Accounting customer, you can benefit from our partnership with Soldo in the form of a discount on your base subscription. How about 30% off for the first 12 months of your subscription?

To get your discount code, simply fill out our form here to submit your details, and one of our team will send you the code - you’ll need this before you setup your account, as you will need to enter this code at the ‘checkout’ stage.

Request your discount code

 

Share access with your accountant

Giving your accountant access to your Soldo account means we can help look into any issues that might arise, 

Once you have your new account, just follow these simple steps to add us to your account:

  1. Log in to your Soldo account 

  2. Go to ‘Users’ in the side navigation panel 

  3. Select ‘Create user’ in the top right hand corner and add your accountant as a user

  4. Once added, go to your list of users and click on your accountant

  5. Select ‘Permissions’ in the top navigation panel

  6. Scroll down and enable ‘Admin’ permissions for your accountant 

  7. Finally, select the role ‘Accountant’ 

 

Billing

Depending on the plan you select, and whether you choose to add on any extras, Soldo starts from as little as £6* (+ VAT) per user per month (minimum 3 users).

You can also check out Soldo’s subscription calculator to see an estimate of what your cost is likely to be here.

Like many other cloud accounting platforms, Soldo operates on monthly billing, so you can add more to your plans and change or cancel your plan at any time.

*prices correct as of November 2023

 

 

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Speak to one of our specialist accountants today!

If you’d like to know more about how we can support your wealth management, we’re happy to help.