Moving to new Soldo plans from 1 March 2023, following a receipt of a legal notification

Yes, you will automatically move to a new plan and pricing on 2 November 2023. We’ll email you at least 30 days before your move to let you know when it will happen, what you need to do, and any other important information.

Because you were referred to Soldo through our Accountant Partner Programme, you’ll continue to enjoy preferential rates. We’ll automatically apply a50% discount to the standard pricing on your new plan. T&Cs apply.

You can read more about our new pricing here.

On 4 April 2022, we launched new plans designed to give our customers the most value and best possible experience from Soldo.

From 1 March 2023, we’ll begin moving all customers who signed up before 4 April 2022 onto a new plan and any legacy plans will be discontinued.

This article helps customers who signed up before 4 April 2022 understand the new plans. We’ll explain the key differences in pricing and features as well as the impact of moving to a new plan.

Launching new plans is part of our commitment to continuously improving and evolving to meet our customers’ changing needs.

These plan changes, as well as our new and upcoming features, allow us to provide customers with greater value by enabling end-to-end company and employee expense management through the Soldo platform.

We’re discontinuing legacy plans because the new plans we introduced on 4 April 2022 better serve our customers’ needs.

All the new features we launched after this date, including expense management capabilities introduced last year, are only available on the new plans.

By discontinuing our legacy plans, we’re making sure that you don’t miss out on these as well as an exciting roadmap of upcoming features.

We’ll continue to invest in our new plans over the coming months and years. We’re committed to continuously improving and evolving to meet your changing needs.

Yes, we’ll automatically move all of our customers to the new version of their current plan, starting from 1 March 2023. We’ll email you at least 30 days before your move to let you know when it will happen, what you need to do and any other important information.

If you’d like to move before then and start benefiting from a new plan straight away, you can do that quickly and easily through the web console. Simply log in, navigate to Company Info, go to the Soldo Plan tab and select the new plan you’d like to move to.

If you don’t want to move to a new plan, you have the right to close your Soldo account.

To do this, you’ll need to send us written notice of your decision to close your Soldo account via email to businesssupport@soldo.com with ‘New plan’ as the subject. You won’t be charged any closure fees.

If we don’t receive written notice before the planned date of your move, we’ll assume that you’ve accepted the new plan and pricing.

You’ll pay a monthly fee on our new plans. This is based on the number of users on your Soldo account, instead of the number of cards. Each user has a card included. Monthly fees start from a minimum of three users. For example:

• We charge £6/6€ per user on our new Pro plan, so you’ll pay a minimum monthly fee of £18/18€
• We charge £10/10€ per user on our new Premium plan, so the minimum monthly fee is £30/30€
• There will be no changes to our Soldo Financial Services fees

When you move to a new plan, we’ll make this change immediately. You’ll receive your first bill on the new plan one month later, based on your first month’s usage.

If you’re in the UK, you can find full pricing details per plan here or use thishandy calculator to estimate how much you’ll pay on your new Pro or Premium plan.

If you’re in Europe, you can find full pricing details here and estimate your new monthly bill using this handy calculator.

Yes, if you’re in the UK, we recommend you do the following before moving to a new Pro or Premium plan:

• Delete any inactive users from your Soldo account so that you won’t be charged for them when you move to a new plan with per user pricing
• Use this handy calculator to estimate your new bill
• Take a look at the features included your new Pro or Premium plan

If you’re in the Europe, we recommend you do the following before moving to a new Pro or Premium plan:

• Delete any inactive users from your Soldo account so that you won’t be charged for them when you move to a new plan with per user pricing.
• Use this handy calculator to estimate your new bill
• Take a look at the features included your Pro or Premium plan

We’ve adjusted some of the features in our new plans to better reflect customer needs. We’ll continue to launch exciting new features and improve existing features across all of these new plans in 2023 and long into the future.

For example, here’s what you can expect when you move to our new Pro plan:

• NEW expense management features: review track and categorise expenses into customisable categories with built-in post approval process and reporting
• Three cards included as standard for subscriptions/online ads: manage and get complete visibility of recurring spend on subscriptions and online ads, with dedicated virtual cards and reports. Additional cards can be added to your plan for a small charge
• Five temporary cards included as standard for pre-approved spend per month: control ad-hoc spending by issuing temporary virtual cards, valid only for 7 days and up to 10 purchases. Additional cards can be added to your plan for a small charge
• Users and cards: a minimum of three users. Each user has a card included
• Advanced reporting: Advanced reports and auto-tagging (automatically sorting payments by category) will now only be available on our Premium plan

When you move to a new Premium plan, you’ll unlock our full expense management suite including:

• Out-of-pocket expenses: allow employees to add expenses made using their money, so you can track and manage all company spending in one place
• Spending policy profiles: easily identify and manage out-of-policy expenses with reports that highlight any transactions that fall outside of your spending policy profile
• Split transactions: get more accurate expense reporting by allowing employees to split single transactions with their colleagues, so that the correct amount is attributed to the right employee
• Categorise transactions: create custom expense categorisations and tax rates, so employees can classify transactions based on types of spend and relevant tax details
• Users and cards: a minimum of 3 users. Each user has a card included
• Company wallets: organise and divide up company money to help every team and project stay on budget. One company wallet included in your plan. Add as many as you like for £3/3€ each

If you’re in the UK, you can click herefor a detailed look at the features included in each of our new Pro and Premium plans. If you’re in European, you can find a detailed look at those features here.

If your requirements change and you need additional features not offered on your new plan, you can move to one of our other new plans.

• Who is eligible for a new Start plan?

  We’re discontinuing all of our legacy plans and moving all customers to the new plans that were launched in 2022. Our new Start Plan is only available to existing Start customers. We will no longer be offering a Start Plan to businesses joining Soldo for the first time.

• How does the pricing differ on the new Start plan?

  The pricing on our new Start plan is based on the number of users on your Soldo account, instead of the number of cards. Our new Start plan includes three free users, each with a card included.

  If you add extra users or cards, you’ll be billed for these monthly in arrears. Here’s how it works:

  • If you have three users with cards (or fewer), your new Start plan will continue to be free
  • You can add extra users (each with a card included) for a fee of £7/7€ each per month
  • You’re allowed up to 10 users in total on your new Start plan
  • You can add extra cards to individual users for a fee of £5/5€ each per month
  • All fees will be taken from your main wallet on, or shortly after, your monthly bill is issued
  • Your Soldo Financial Services fees (e.g. card issuing or cash withdrawals) will stay the same
• How do the features differ on the new Start plan?

  We’ve adjusted some of the features on our new plans to better align with our customers’ needs.

  Here’s what will change when you move to a new Start plan:

  • Now, you can use the Soldo mobile app to capture receipts on the go,complete with notes, tags and, attachments for every transaction, which means more accurate month-end reconciliation.
  • You can now connect Soldo with your accounting software (Sage, Xero, Quickbooks, and more) to seamlessly reconcile transactions.
  • You’ll now be able to give your accountant full access to your Soldo account, import expense category classifications and add tax rates.
  • Your new Start plan still includes user cards. Company cards and fuel cards will now only be available from our Pro level plans.
  • Your consolidated balance statements will now be located in the ‘Wallets’ section of the web console.
  • You can still set monthly spend and cash withdrawal limits for each user card. Granular level card ruleswill now only be available from our Pro level plans. These include geographic and merchant categories, contactless, daily and weekly spend and withdrawal limits, and auto lock-out.
  • User dedicated wallets will now only be available from our Pro level plans.
  • Reports by transaction view will now only be available on our Premium plan.

  If your requirements change and you need additional features not offered on your new plan, you can move to one of our other new plans.

Yes, you can move at any time and immediately start enjoying all the features and benefits that your new plan has to offer.

You can move to a new plan right now by following these simple steps:

• Log into your Soldo account
• Go to Company Info and open the Soldo Plans tab
• Select the new plan you'd like to move to

Your plan will change immediately, starting from the current billing period, and you’ll receive email confirmation.

No, you won’t be able to go back once you’ve moved to a new plan. This is because we’re discontinuing all of our legacy plans from 1 March 2023.

If your needs change, you can move to one of our other new plans.

If you’d like to speak to someone from the Soldo team about the new plans or our decision to discontinue the legacy plans, please email businesssupport@soldo.com and we’ll be happy to help.