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  1. Soldo
  2. Get started with Soldo

Get started with Soldo

A useful guide on registering and setting up your company in Soldo.

Soldo use cases

  • How do I enable employee spending?
  • How to review, report on, and analyse expenses?
  • Create separated budget wallets in Soldo?
  • Ad-hoc expense requests

Registration, Onboarding and Plans

  • How do I upgrade my subscription plan?
  • How do I register with Soldo?
  • Why does Soldo require documents like identification and proof of address?

Setting up your Company

  • How can I get an overview of how to use Soldo?
  • What are the 'default' roles? What can each default role (in Permissions) do?
  • What can each 'default' role (in Permissions) do and see in each plan?
  • What is the difference between a SuperAdmin and Admin?
  • How can I make someone a SuperAdmin?
  • How can I make someone an Admin?
See all 8 articles

Pricing

  • Changing to New Soldo Plans (Apr 2022)
  • Changing Soldo Plan
  • What is included in my plan if I signed up to Soldo between 4 April to 3 July 2022?
  • Billing and add-ons
  • I am an existing customer and signed up to Soldo prior to 4 April, where can I see my plan?

Moving to new Soldo plans from 1 March 2023

  • I signed up to Soldo before 4 April 2022. Will I be moved onto one of the new plans that were introduced after this date?
  • Why did Soldo introduce new plans on 4 April 2022?
  • Why is Soldo discontinuing legacy plans?
  • Will I be moved to one of the new plans?
  • What if I don’t want to move to a new plan?
  • How does the pricing differ on the new plans?
See all 12 articles
Soldo
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The website in all languages and for all markets is provided by Soldo Software Ltd., a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. All communications related to the website shall be sent to the registered office.

The software services provided to customers resident in or with registered office in an EEA country or in the UK are provided by Soldo Software Ltd a company incorporated in the UK with company number 09233754 and VAT: GB204213566, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom. Soldo Software Ltd (data protection number: ZA 092035) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All the communications related to the software and related services shall be sent to the registered office. Soldo Software Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.

The software services provided to customers resident in or with registered office in Italy are provided by Soldo Italia S.r.l. , a company incorporated in Italy with company number 11864540965 at the Registry of companies of Milano, Monza, Brianza, Lodi, VAT: IT11864540965, and registered office at Via degli Olivetani 10/12, 20123 Milano (Italy). Soldo Italia Srl complies with all applicable data protection and privacy legislation in force from time to time in Italy including the General Data Protection Regulation ((EU) 2016/679). All communications related to the software and related services shall be sent to the registered office Soldo Italia Srl, Via degli Olivetani 10/12, 20123 Milano (Italy).

The financial services provided to customers resident in or with registered office in an EEA country are provided by Soldo Financial Services Ireland DAC, a company incorporated in Ireland with company number 610705, and registered office at 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.  Soldo Financial Services Ireland DAC is regulated by the Central Bank of Ireland. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ireland DAC pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ireland DAC complies with all applicable data protection and privacy legislation in force from time to time in Ireland, including the EU General Data Protection Regulation (EU 2016/679) and the Data Protection Acts 1988 - 2018. All communications related to financial services provided by Soldo Financial Services Ireland DAC shall be sent to Soldo Financial Services Ireland DAC, 33 Sir John Rogerson’s Quay, Dublin 2, Ireland.

The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.