In this section, we will cover some of the questions you may have when you consider our newer plans. If you are already on one of our newer plans click here.
1. I signed up to Soldo before 4 April 2022, how will new plans introduced after this date impact me?
On 4 April, we launched new plans designed to give our customers the most value and best possible experience from Soldo.
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.
2. Why has Soldo launched new plans?
Launching new plans is part of our commitment to continuously improve and evolve 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 spend and employee expense management through the Soldo platform.
3. How are the new plans different from my current 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 our new plans in the coming months. You’ll need to move to a new plan to access these features.
For example, here’s what you can expect if you move from your current Pro plan 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 for subscriptions/online ads: manage and get complete visibility over subscriptions and online ads with dedicated virtual cards and dashboard
- Five temporary cards included for pre-approved spend per month: control ad-hoc spending by issuing temporary virtual cards, valid only for seven days and up to 10 purchases
- Users and cards: a minimum of three users with a limit of 20 users and 30 cards. Each user has a card included.
- Transactions: transaction reporting and auto-tagging will now only be available in our Premium plan
If you move to a new Premium plan, you’ll unlock our new expense management suite including:
- Out-of-pocket expenses: add out-of-pocket expenses to Soldo 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 reporting by splitting single transactions into several with the right amount attributed to the right employee
- Categorise transactions: create custom rules so employees can categorise transactions into categories you've defined to suit your needs
- Users and cards: a minimum of three users with a limit of 30 users and 40 cards. Each user has a card included.
Click here for GB page (or here for EU page) for a detailed look at the features included in each of our new plans.
4. How does the pricing differ on the new plans?
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 per user on our new Pro plan, so you’ll pay a minimum monthly fee of £/€18
- We charge £/€10 per user on our new Premium plan, so the minimum monthly fee is £/€30
If you move to a new plan, we’ll make this change immediately, starting from the current billing period. Before you move to a new plan, please make sure you delete any inactive users from your Soldo account to avoid additional charges.
You can find full pricing details per plan here for GB page (or here for EU page).
5. What are the benefits of moving to a new plan?
By moving to a new plan, you’ll get the most value and best possible experience from Soldo – plus access to all the new features we launch going forward.
The exciting roadmap of new features we’re launching now and, in the future, will only be available on our new plans. Our full expense management suite, for example, is only available on our new plans and includes:
- Out-of-pocket expenses: add out-of-pocket expenses to Soldo 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 reporting by splitting single transactions into several with the right amount attributed to the right employee
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 our customers’
6. Do I have to move to a new plan?
We recommend switching to get the most value and best possible experience, although this is currently optional.
We’ve launched new features, such as expense management, that are only available on our new plans. By staying on your old plan, you’ll miss out on these and upcoming features such as outbound bank transfers (coming early 2023) which will make Soldo your one place for end-to-end company and employee spend management.
If you decide to move to a different plan from 24 October 2022 onwards, only our new plans will be available.
7. How do I move to a new plan?
You can move to a new plan at any time by following these simple steps:
- Log into your Soldo account
- Go to ‘Company Info’
- Open the ‘Soldo Plan’ tab
- Select the new plan you'd like to move to
We’ll change your plan immediately, starting from the current billing period, and send you an email to confirm.
8. Can I move back to my old plan?
Once you’ve moved to a new plan, you won’t be able to go back to your old one. If your needs change, you can move over to one of our other new plans.
9. I’m still not sure if I should move, can I speak to someone for advice?
If you’d like to speak to someone from the Soldo team about our new plans, please get in touch on businessupport@soldo.com and we’ll be happy to help.