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.

Policy Compliance Management

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.

Soldo Categories on G2

Expense Management

Spend Management

Expense Management

Spend Management

Filter for Features

Expense Reports

Ease of Creating Expense Reports	As reported in 63 Soldo reviews. Creation of expense reports takes little time and is intuitive for new users	79% (Based on 63 reviews)
Bank / Credit Card Integration	Based on 56 Soldo reviews. Can easily pull in receipts from all credit card statements	81% (Based on 56 reviews)
Smart Categorization	Automatically assigns categories/accounts based on past entries and credit card statements This feature was mentioned in 57 Soldo reviews.	77% (Based on 57 reviews)
Digital Receipt Management	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. This feature was mentioned in 70 Soldo reviews.	83% (Based on 70 reviews)
Employee Reimbursement	Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system 40 reviewers of Soldo have provided feedback on this feature.	73% (Based on 40 reviews)
Currency Conversions	Based on 39 Soldo reviews. Enables easy entry of expenses in other currencies and converts to expense report currency	78% (Based on 39 reviews)

Travel Management

Advanced Integrations

Based on 17 Soldo reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

74%

(Based on 17 reviews)

Mobile

Receipt Capture		Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device This feature was mentioned in 64 Soldo reviews.	88% (Based on 64 reviews)
Mileage Tracking	See feature definition	As reported in 17 Soldo reviews. Allows users to track mileage from mobile device using maps or GPS.	62% (Based on 17 reviews)

Administration

Business Tool Integration		Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 49 Soldo reviews.	82% (Based on 49 reviews)
Workflow		Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer This feature was mentioned in 44 Soldo reviews.	81% (Based on 44 reviews)
Automated Reminders		Sends automatic reminders to employees that have not completed expenses reports and/or timesheets 17 reviewers of Soldo have provided feedback on this feature.	73% (Based on 17 reviews)
Policy Compliance Management	See feature definition	Based on 48 Soldo reviews. Enables administrators to create rules that enforce compliances of corporate time and expense policies	81% (Based on 48 reviews)
User, Role, and Access Management		As reported in 67 Soldo reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.	85% (Based on 67 reviews)
PCI Regulation Compliant		As reported in 42 Soldo reviews. Complies with PCI security standards	79% (Based on 42 reviews)

Platform

Reporting	Access pre-built and custom reports and dashboards. This feature was mentioned in 62 Soldo reviews.	84% (Based on 62 reviews)
APIs / Integration	As reported in 45 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.	77% (Based on 45 reviews)
Internationalization	Enables users to view and transact business with the same content in multiple languages and currencies. 43 reviewers of Soldo have provided feedback on this feature.	81% (Based on 43 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 68 Soldo reviews.	87% (Based on 68 reviews)
Mobile User Support	Based on 62 Soldo reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.	89% (Based on 62 reviews)
Offline	As reported in 46 Soldo reviews. Provides users ability to create and access expense reports/timesheets while not connected to internet.	80% (Based on 46 reviews)
Complex Approval Workflow	As reported in 40 Soldo reviews. Provides workflow for complex approval structures	78% (Based on 40 reviews)

Setup

Approvals		Based on 45 Soldo reviews. Define rules and workflows that managers can use to approve different kinds of spending.	81% (Based on 45 reviews)
Alignment		Align spending across various departments such as procurement and accounting. This feature was mentioned in 42 Soldo reviews.	74% (Based on 42 reviews)

Payment Cards

One-time Virtual	Online credit card number that can be instantly sent to employees and used for secure, one-time purchases This feature was mentioned in 32 Soldo reviews.	72% (Based on 32 reviews)
Recurring Virtual	Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services 32 reviewers of Soldo have provided feedback on this feature.	71% (Based on 32 reviews)
Physical	Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets 38 reviewers of Soldo have provided feedback on this feature.	84% (Based on 38 reviews)

Reporting

Real time	Based on 36 Soldo reviews. Report on spend transactions as they happen in real time	80% (Based on 36 reviews)
Multiple Views	Reports that allow the user to sort and filter by vendor, team, GL, department, etc. This feature was mentioned in 36 Soldo reviews.	78% (Based on 36 reviews)
Export	The ability to export reports in various formats, such as excel, CSV, and Google Sheets This feature was mentioned in 39 Soldo reviews.	85% (Based on 39 reviews)
Budgets	Report on and track spending against budgets This feature was mentioned in 35 Soldo reviews.	68% (Based on 35 reviews)

Payments

Vendor	As reported in 35 Soldo reviews. Pay vendors through a dashboard or portal and maintain vendor payment information	71% (Based on 35 reviews)
Recurring	Manage and execute recurring payments, such as subscriptions, services, utilities, etc. 33 reviewers of Soldo have provided feedback on this feature.	73% (Based on 33 reviews)
Employee Reimbursements	Based on 34 Soldo reviews. Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment	64% (Based on 34 reviews)
ACH	Allows for the electronic transfer of funds between banks This feature was mentioned in 32 Soldo reviews.	68% (Based on 32 reviews)

Fraud & Risk Management

Notifications	Based on 36 Soldo reviews. Real-time notifications for fraudulant and/or duplicate spending	82% (Based on 36 reviews)
Unique Cards	Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 35 Soldo reviews.	80% (Based on 35 reviews)
Controls	Control spend limits, expiration dates, and lock and unlock stolen or lost cards This feature was mentioned in 39 Soldo reviews.	87% (Based on 39 reviews)