Features

AI-Powered Accounts Receivable

A Closer Look at What Solido Does

Solido connects to your accounting software, keeps track of your invoices, and sends reminder emails based on rules you set. Here's how each part of the platform works.

Dashboard & Analytics

See where your receivables stand

The dashboard gives you a summary of your unpaid invoices, overdue amounts, and collection trends - all in one place. Instead of pulling reports from your accounting software, you can check in here for a quick overview.

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What you'll see:

Unpaid and overdue totals - updated in real time
Days Sales Outstanding (DSO) - so you can track your average collection period
Invoice trends over the past 6 months - issued, paid, and unpaid
Upcoming emails - scheduled for the next 30 days
Recent activity - showing what's been sent

Automated Email Reminders

Set your reminder schedule

You create the rules, and Solido sends the emails. This could be a gentle nudge a few days before an invoice is due, or a series of follow-ups after it becomes overdue. You decide what makes sense for your business.

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What you can configure:

Days before or after due date - emails can sent any number of days before or after an invoice is due
Time of day - choose the time of day reminders are sent
Days of the week - choose which days of the week reminders will send
Turn rules on or off - adjust as your process changes

Manual Email Creation

Send emails when you need to

Automation works well for routine follow-ups, but sometimes you want to write something specific - a direct message to a particular client, or a note about a specific invoice. Solido makes it easy to do both.

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What you can do:

Choose the contact and invoice you're writing about - once a contact is selected, Solido will show you their outstanding invoices
Format your message - the simple text editor makes it easy to format your message
Write or generate your email - write your own or let Solido do it for you
Set time - send the email immediately or schedule it for later
attach the invoice - Solido will automatically attach the invoice

Contact Management

Control who gets reminders

Not every contact should receive automated reminders. Maybe you have a client relationship you'd rather handle personally, or a contact who isn't the right person for payment follow-ups. Solido lets you manage this.

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What you can do:

Choose whether a customer receives emails from Solido - pause reminders to specific customers
Manage contacts within organisations - choose who receives emails at each company
See communication history - see every email sent to each customer
Search and filter - find contacts quickly

Invoice tracking

Your invoices, synced and organised

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What you'll see:

Automatic syncing - new invoices and payment updates come through automatically
Search - you can search by invoice number or customer name
Filter by status - unpaid, paid, void, or deleted
See full invoice details - amount due, status, due date, contact, and email history
Multi-currency - invoiced amounts are shown in their original currency

AI-generated emails

Emails that write themselves

Solido generates reminder emails based on the rules you configure for each stage. Instead of editing templates, you set parameters like tone and structure, and Solido composes appropriate emails that and attaches the relevant invoice.

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How it works:

Set the tone - choose how formal or friendly each reminder stage is
Define the structure - specify what information and details to include
Invoice details included automatically - amount, due date, and invoice number
Different settings per stage - your first reminder can be gentle, later ones can be more direct
Consistent but not robotic - emails vary naturally while following your rules

Email Mailbox Integration

Send emails from your own email address

Solido connects to your Microsoft 365 or Google Workspace account. Reminders are sent from your nominated email address, and clients can reply directly to you.

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What's supported:

Integrates with your account - Connect your Microsoft 365 or Google Workspace account
Multiple mailboxes - connect and send from more than one account
Custom email signatures - control how your emails appear
Team invitations - add colleagues so emails can be sent from them as well

Xero Integration

Connect to your existing software

Solido integrates directly with Xero. Once connected, your invoices and contacts, and payment statuses sync automatically. When an invoice gets paid in Xero, Solido knows to stop sending reminders.

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