Collections Intelligence
Stay on top of every invoice
Real-time dashboard, automatic syncing, and full invoice visibility so you always know where your receivables stand.
DASHBOARD & ANALYTICS
See where your receivables stand at a glance
The dashboard gives you a real-time summary of your unpaid invoices, overdue amounts, and collection trends. Instead of pulling reports from your accounting software, check in here for a quick overview of everything that matters.
What you'll see:
- Unpaid and overdue totals, updated in real time
- Days Sales Outstanding (DSO) to 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 has been sent
INVOICE MANAGEMENT
Your invoices, synced and organised
Every invoice from Xero appears in Solido automatically. Search, filter, and drill into any invoice to see its full history including amounts, status, due dates, contacts, and every email that's been sent about it.
What you'll see:
- Automatic syncing so new invoices and payment updates come through automatically
- Search by invoice number or customer name
- Filter by status: unpaid, paid, void, or deleted
- Full invoice details including amount due, status, due date, contact, and email history
- Multi-currency support with invoiced amounts shown in their original currency
XERO INTEGRATION
Connected to your accounting software
Solido integrates directly with Xero. Once connected, your invoices, contacts, and payment statuses sync automatically. When an invoice gets paid in Xero, Solido knows to stop sending reminders.
How it works:
- Securely connects via Xero OAuth login
- Automatic invoice syncing with no manual import needed
- Contact syncing so customer details come through automatically
- Payment status updates with invoices marked as paid in real time
- Multi-organisation support to access multiple Xero tenants from one account
- Sync monitoring to check status, view history, and retry if something fails
Automatic Updates
Invoices and payments sync in real time
Stop on Payment
Reminders stop when a client pays
Full History
Every email and status change tracked
Explore more features
Automation
Email Automation
Automated reminders, AI-generated emails, and manual follow-ups. All on your schedule.
Learn moreEmail & Contacts
Email & Contacts
Send from your own mailbox and manage exactly who receives reminders.
Learn moreTeam
Team & Workspace
Multiple workspaces, team invitations, and a guided setup that takes minutes.
Learn moreSecurity
Security & Billing
Enterprise-grade authentication, flexible plans, and full account control.
Learn moreReady to automate your collections?
Setup takes about 10 minutes. Your first reminders can go out today.