Overview
Chasing payment shouldn't cost you the relationship.
Solido runs accounts receivable for firms that sell on payment terms and expect to keep selling to the same clients. Your finance team gets a chase that runs itself. Your client gets an email from someone they know.
- Debtor days down by up to 30%. One account went from 28 days to 19.
- Every reminder drafted against one invoice, and approved before it sends
- Sent from your team's own mailboxes, under real names, with the Xero invoice attached
- Email, SMS and task steps in one escalation sequence
- Promises, disputes, payer ratings and tasks tracked across the whole ledger
- Read-only in Xero. Solido writes nothing back to your ledger
- Free for 30 days
Automate the Chasing, Not the Relationship
- Reminders go out from your own Gmail or Microsoft 365 mailboxes, under the sender's name and signature. Replies come back to your inbox, not a no-reply address.
- Each reminder is drafted against the invoice it chases: the number, the amount, the due date, and how far past it is.
- Every reminder is approved before it sends. Nothing reaches a client unseen.
- Tone escalates as an invoice ages. Volume does not. No threats, no legal language, no "as per my last email".
Escalate Across Channels
- Multi-step workflows built from Email, SMS and Task steps.
- SMS for the invoices email alone is not moving.
- Contact people and escalation tiers set per client, so the right person is chased and the right person signs off.
- Payer ratings score every client Good, Watch, At risk or Insufficient data from their own payment history, so you see who is slipping early.
Chase on the Right Day
- Timing runs against each invoice's own due date, not one blanket rule per contact.
- Business-day and workspace-timezone maths built in, so nothing lands at 2am on a Sunday.
- Reminders stop the moment the payment syncs back from Xero, and open tasks on that invoice close with it.
Handle What Another Email Cannot
- Promises to pay. Record a promised date and reminders hold until it passes.
- Disputes. Park a queried invoice, resolve it with a note, then resume chasing. A reminder never lands on top of an open question.
- Tasks. A shared queue for the follow-ups that need a person, assigned across your team.
- On hold. Pause one client without stopping the rest.
Run It Across the Team
- Invite your team, set roles, and run more than one workspace.
- DSO, ageing, collection effectiveness and reminder attribution on one dashboard.
- Multiple Xero organisations, each with its own workspace and currency. Figures are never aggregated across currencies.
Read-Only in Xero
Solido reads invoices and contacts and writes nothing back. Your ledger stays exactly as you entered it, so nothing Solido does has to be reconciled or undone.
Built for professional services, agencies and consultancies. Free for 30 days.
Solido + Xero
How Solido Works With Xero
Solido connects through OAuth 2.0 and imports your ledger in a couple of minutes. It never sees or stores your Xero password, and you can disconnect at any time from your Xero account settings.
What Solido Reads From Xero
- Invoices. Numbers, amounts, due dates and payment status. As invoices are raised, updated or paid in Xero, Solido follows.
- Contacts. Company names, contact people and email addresses, so reminders reach the person who actually pays.
- Payments. When an invoice is settled in Xero, the payment syncs back and chasing on that invoice ends.
A Read-Only Connection
Solido reads invoices and contacts and writes nothing back to Xero. Your ledger stays exactly as you entered it, so nothing Solido does has to be reconciled, corrected or undone. If you want your accounting data left alone, this is the difference worth checking against every other tool on this shelf.
Reminders Come From Your Mailbox
- Connect Microsoft 365 or Gmail once.
- Reminders send from your own address, under your name and signature, with the Xero invoice attached.
- Your client replies to you, in the thread they would use for anything else.
- Solido appears as one quiet line at the bottom.
How the Sync Runs
- On connection. Solido imports your existing invoices and contacts, including the ones already overdue, so you can start chasing straight away.
- Continuously. Solido watches Xero for changes. A new invoice or a received payment appears within minutes. Nothing to refresh, nothing to re-import.
- Visibly. Every sync is recorded. If one fails, you see what happened and what to do about it.
Timing That Respects the Due Date
Reminders are scheduled against each invoice's own due date rather than one blanket rule per contact, calculated on business days in your workspace timezone. An invoice due Friday is not chased on Sunday morning.
More Than One Xero Organisation
Each organisation connects to its own Solido workspace, with its own reminders, contacts and currency. Figures are never aggregated across currencies.
Pricing plans
This app includes a free 30 day trial
Starter
- 100 reminder emails a month
- 1 user
- Extra emails keep sending, billed per email
- Xero sync, promises, disputes and payer ratings
Growth
- 500 reminder emails a month
- 5 users
- Extra emails keep sending, billed per email
- Everything in Starter, plus multi-step workflows
Pro
- 2,000 reminder emails a month
- Unlimited users
- Lowest per-email rate once you go over
- Everything in Growth, plus more than one workspace
Getting started
Getting Started With Solido
Setup takes about five minutes.
What You Need
- A Xero organisation you can authorise
- A Microsoft 365 or Gmail mailbox to send reminders from
- About five minutes
Step 1: Get the App
Click Get this app on this listing. You will be taken through creating your Solido account and connecting Xero.
Step 2: Connect Xero
Authorise Solido against the organisation you want to chase for. Your invoices and contacts import straight away, including the ones already overdue.
Step 3: Connect Your Mailbox
Connect Microsoft 365 or Gmail. Reminders send from this address, under your name and signature, so your client sees an email from you rather than from a tool. Replies come back to your inbox.
Step 4: Set Your Rules
Tell Solido how reminders should read and when they should go out. Timing is set against each invoice's own due date, on business days, in your workspace timezone. If email alone is not moving an invoice, add an SMS or a Task step to the workflow.
Step 5: Approve the First Few
Reminders are drafted for you and wait in Messages for your approval. Read the first few against your own ledger before you approve them. If the tone is not yours yet, adjust the rules and look again.
What Happens Next
Reminders go out on schedule. Promises, disputes and tasks collect against the invoices that need a person rather than another email. When a payment syncs back from Xero, chasing on that invoice stops, queued reminders are removed, and open tasks are closed.
Tips for a Good Start
-
Start on the invoices that are already late The backlog is where the first result comes from, and it is already sitting in Xero.
-
Send from the address your client already replies to Recognition does more for response rates than any wording change.
-
Record a promise the moment you get one Solido holds reminders until the date passes, so a client who has committed is not chased in the meantime.
-
Check payer ratings before you escalate A client rated Good who has slipped once needs a different reminder from one rated At risk.
If You Get Stuck
The Solido user guide covers setup, workflows and troubleshooting, and there is a support contact link on every page of the site. Support is also reachable from inside the app.
Your first 30 days are free.
