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Soldo

Via import

Prepaid company cards with a budget per card, receipt capture, spend rules and reporting.

Direct connection planned

How the data gets in

  • Google Sheets sync
  • Excel import
ExpensesExpense Management
Via file importVisit WebsiteManual

Soldo and finban – allocated money, planned timeline

Soldo works with prepaid company cards: each card gets a balance and rules, and nothing beyond the allocation can be spent. That reverses the usual order – the money leaves before it is spent, which matters for planning.

Top-ups count differently from card transactions

With a credit card the spend hits your account later. With a prepaid card it hits earlier, at top-up. So in finban the top-ups belong in the cash timeline and the individual transactions in the analysis. Counting both as outflows counts twice.

How Soldo data reaches finban today

Export top-ups and transactions separately, map the columns once, or keep the export in a Google Sheet. A native integration is planned.

What finban is not

finban does not replace Soldo, and it is not bookkeeping or tax advice. It reads; it never writes back.

Frequently asked questions

Is there a direct Soldo integration in finban?

Not yet – it is planned. Today the data comes in by export or a Google Sheet.

Will top-ups and card spend be counted twice?

Only if both are treated as outflows. Keep the transactions in a category that does not feed the cash timeline.

Features

Prepaid company cards
Budget per card
Receipt capture
Spend rules
Reporting
Accounting export

Strengths

  • Money is allocated before it is spent
  • Budget sits on the card, not in a policy document
  • Simple to hand out to teams

Best For

Kleine TeamsFilialen und StandorteVereine und Projekte

Available in

DEATITGBIENL

Soldo's integrations

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Set up once, then one click

Soldo does not connect directly — you bring the file. Column mapping, overwrite rules and error handling are set up once; every import after that is a single click.