Team & Workspace

Built for teams and growing businesses

Multiple workspaces, team collaboration, and a guided setup that gets you running in minutes.

WORKSPACE MANAGEMENT

One account, multiple businesses

Whether you're a solo operator or managing accounts receivable across several entities, Solido can accommodate your setup. Each workspace has its own invoices, contacts, and integrations.

What's available:

Create multiple workspaces. Keep different businesses or divisions separate
Independent settings. Each workspace has its own configuration
Separate integrations. Connect different Xero accounts per workspace
Easy switching. Move between workspaces without logging out

Workspace settings

TEAM MANAGEMENT

Collaborate with your team

Invite colleagues to your workspace so they can access shared invoice and email data. Assign roles to control who can manage settings and who can view information.

How it works:

Invite by email. Send workspace invitations in seconds
Assign roles. Owners get full access, members get standard access
Track invitations. See pending and accepted invites
Automatic access. Team members join the workspace upon acceptance

Get set up in 10 minutes

Solido's guided onboarding walks you through every step, from connecting your accounting software to sending your first reminder.

1

Create workspace

Name your workspace

2

Company details

Address, timezone, currency

3

Connect Xero

Link your accounting software

4

Sync data

Import invoices & contacts

5

Choose plan

Select your subscription

6

Connect email

Link Microsoft or Google

7

Set reminders

Configure your rules

Explore more features

Collections

Collections Intelligence

Real-time dashboard, invoice tracking, and Xero integration. Everything you need to stay on top of your receivables.

Automation

Email Automation

Automated reminders, AI-generated emails, and manual follow-ups. All on your schedule.

Email & Contacts

Email & Contacts

Send from your own mailbox and manage exactly who receives reminders.

Security

Security & Billing

Enterprise-grade authentication, flexible plans, and full account control.

Ready to automate your collections?

Setup takes about 10 minutes. Your first reminders can go out today.

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