What can I use the Soldo Business API for?

The Business API gives you flexible, secure access to your Soldo account data. It helps you connect with other tools, automate tasks, and customise how you manage spending.

Below are just some of the ways our customers use the API to save time, reduce manual work, and improve control across their organisation.

Connect to your accounting or ERP platform

• Export transactions automatically to tools like Xero, NetSuite or SAP, including essential fields like amount, date, category and tags
• Import accounting dimensions such as cost centres or projects, so they can be used to categorise spend in Soldo
• Sync vehicle lists to make mileage and fuel reimbursements more efficient

Keep HR and finance in sync

• Sync employee details from your HR platform to automatically create users and assign cards based on role or department
• Assign roles or permissions in Soldo based on HR data
• Send expense review outcomes to your payroll system to manage deductions for rejected or out-of-pocket expenses

Automate your internal processes

• Create and assign cards when a user is added or a specific task is completed
• Top up wallets on a schedule or when balances are low
• Automatically issue temporary cards when a pre-approved expense is approved or a physical card is reported lost or expired
• Send regular reports based on specific filters, such as all transactions marked “awaiting review”

Build custom dashboards and reports

• Export live transaction data to your analytics tool or data warehouse
• Create dashboards to monitor budgets, spending patterns or team-level activity
• Track metrics like average spend per user or wallet utilisation

Trigger actions from other tools

• Connect project management tools such as Jira to issue cards when tickets are approved
• Integrate with workflow tools such as Zapier or internal platforms to automate based on events in other systems

Need help building your integration?

You can find technical documentation in the Soldo API Reference. For help with more advanced use cases or secure implementation, reach out to your Soldo contact or product specialist.