Creating Your Solido Account

Creating Your Solido Account

Getting started with Solido takes just a few minutes. This guide walks you through creating your account, choosing your sign-up method, and completing the onboarding steps so you can start automating your accounts receivable.

Step 1: Visit app.solido.ai

Open your browser and go to app.solido.ai. On the login page, click the Create an Account button to begin the sign-up process.

Step 2: Choose Your Sign-Up Method

Solido offers three ways to create your account. Choose the option that matches the email and calendar platform your business already uses:

• Microsoft 365: Sign up using your Microsoft work account. This is ideal if your business uses Outlook for email.
• Google Workspace: Sign up using your Google work account. Choose this if your business uses Gmail for email.
• Xero: Sign up directly with your Xero credentials. You can connect your email provider later during onboarding.

After selecting your preferred method, you will be asked to grant Solido the necessary permissions. These permissions allow Solido to send reminder emails on your behalf and sync your accounting data. You can review exactly what access is required before confirming.

Step 3: Complete the Onboarding Process

Once your account is created, Solido guides you through a six-step onboarding flow. Each step helps configure your workspace so you are ready to send reminders as soon as possible.

1. Create Your Workspace: Name your workspace and set your preferred currency. A workspace is where all your team members, invoices, and settings live.
2. Connect Xero: Link your Xero organisation so Solido can sync your invoices and contacts. If you signed up with Xero, this step may already be complete.
3. Connect Your Email: Add the email address Solido will use to send reminders on your behalf. This ensures emails come from your business address, not a generic no-reply address.
4. Company Settings: Enter your company details including your business name, address, and contact information. These details are used in your reminder emails.
5. Set Up Reminders: Configure your first reminder rules. Solido provides sensible defaults, but you can customise the timing, tone, and frequency to match your collections process.
6. Select Your Plan: Choose the plan that fits your business. You can start with a free trial to explore all features before committing to a subscription.

What Happens After Onboarding

Once you complete onboarding, Solido begins syncing your outstanding invoices from Xero. Depending on the size of your account, this may take a few minutes. You will see your invoices appear in the dashboard as they sync.

With your invoices synced and your reminders configured, Solido will automatically start sending payment reminders based on the rules you set. You can monitor all activity from the dashboard, where you will see which reminders have been sent, opened, and acted upon.

If you need to adjust any settings after onboarding, everything is accessible from the Settings menu in the left sidebar. You can update your Xero connection, add more email mailboxes, invite team members, or refine your reminder rules at any time.