Report and analyse
Analyse your payments and streamline expense management and reconciliation
Export transaction data in a variety of formats for a range of different uses and integrations.
Export as a PDF document, with the possibility to include receipts and invoices.
Export in Excel format for further data analysis.
Frequently asked questions
Where will you send my monthly statement? Where do I find it?
With Soldo, there is no more waiting for end-of-month bank statements to arrive. Managers have completely, up-to-date spending insights at the touch of a button. However, if you are looking for a ready-made statement you can find it automatically generated in the ‘report’ section of the web console.
What is an authorised transaction?
When you make a purchase, the funds are held in your bank account with plans to clear. Often the transaction will be settled within a day, barring any disputes or currency conversion. In Soldo, pending expenses are authorisations. The date of the authorisation will also help you distinguish between Monday’s coffee and Tuesday’s coffee from the same retailer
What is a settled transaction?
Once the money has actually left your bank account, the amount is referred to as a settlement. This is the final charge for that transaction. Bookkeepers love this stuff, they can’t get enough of actual settlement value and date. That’s why all exports from Soldo will list transactions according to the date of settlement, rather than the date of the authorisation