Give Finance the Power to Say Yes
This Spring, we’re introducing new features that put Finance in control while empowering teams to move fast and spend responsibly.
Whether you’re unblocking payments, managing travel spend, or ensuring compliance, Soldo’s Spring 2025 release helps you do it with more control and less admin. Let’s take a look at what’s new, and how you can use it to drive your business.
Introducing: Bank Transfer Access
Our newest feature, Bank Transfer Access, lets finance teams delegate bank transfers securely and within policy — – all while maintaining complete visibility and control. You can also allow approved users to send bank payments within defined limits, workflows, and permissions.
Say goodbye to delays, bottlenecks, and workarounds. With Bank Transfer Access, finance stays in control, while teams get what they need faster.
Why the Finance team love it:
- Cut time-to-payment from days to minutes
- Reduce admin costs by up to 90% on low-value spend
- Enforce policy automatically, without becoming the ‘no’ department
From urgent supplier payments to routine operational spend, your teams can now make secure bank transfers directly in-platform, and Finance will see every step. Pay suppliers however it makes sense, by card, or by bank transfer; the payment instrument is up to you.
Out-of-office Delegation
Approvals shouldn’t get stuck when someone is away. Now, you can automatically delegate approval rights to another reviewer during absences.
- Avoid delays due to holidays or sick leave
- Automatically reassign approval rights
- Maintain continuity without manual work
Set automatic reminders for reviewers
No more manually chasing people for approvals. Soldo can now send automatic reminders before and on the deadline –— keeping reviews on track.
- Auto-send reminders before and on deadlines
- Set the reminder schedule to match your preferences
- Reduce bottlenecks in the review process
- Improve compliance and accountability
Expense Views
Super Admins and employees alike told us: it was hard to know what needed attention, and where things stood.
We’ve fixed that with dedicated views for each user type:
- Admins can see the full company-wide review flow
- Managers have a focused view of expenses they need to review
- Employees can track the progress of their own expenses
Security Enhancements
Cyber threats are evolving – and we’ve evolved to counter them. The Spring launch brings UI and back-end enhancements to increase security and protect customer systems from fraud, phishing, and more.
What’s new:
- Stronger safeguards across the platform
- New protection layers for login and transaction flows
- Better resilience against emerging cyber threats
Soldo users across all plans now benefit from increased protection, without adding friction to the experience.
Sandbox Environment
Safely test before you deploy.
The new Sandbox feature gives your team a secure environment to test Soldo’s integrations, automations, and workflows without impacting live data.
- Test out changes in a risk-free space
- Ensure compliance before rolling out company-wide
- Ideal for admins, IT teams, and finance ops
Better filters and easier exports
You can now save your favourite filters and export any report or table –— perfect for regular reports or quick offline analysis.
- Save your most-used report filters
- Export any table instantly
- Ideal for recurring reports and offline analysis
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