Can reminders be sent from personal mailboxes with Solido?
Yes, one of Solido's key features is that it allows reminders to be sent from the user's Microsoft 365 or Google Workspace accounts. This not only provides a personal touch to the reminders, but also keeps the conversation within one's own mailbox.
What is the 'Receivables Intelligence' feature in Solido?
'Receivables Intelligence' is a key feature in Solido that provides users with a real-time dashboard for effective tracking of invoices. The level of transparency it offers keeps the user up to date about unpaid and overdue invoice totals, scheduled emails, and recent activity.
How does Solido ensure continuity in client communication?
Solido ensures continuity in client communication by allowing reminders to be sent from the user's own Microsoft 365 or Google Workspace accounts. Responses from clients stay within the user's inbox, facilitating a smooth and uninterrupted conversation flow.
How do Solido's multiple workspaces feature work?
Solido's multiple workspaces feature enables efficiency across larger teams by allowing users to send invitations to others and set up separate workspaces within a matter of minutes.
How does Solido handle email follow-ups?
Solido handles email follow-ups via its automation feature, which enables both AI-generated emails and manual follow-ups to be sent from the user's mailbox. The user-can define the rules for the follow-ups, determining when they'll be sent and the frequency.
Can Solido send AI-generated emails?
Yes, Solido is capable of sending AI-generated emails. The content of these emails is composed based on the rules the user sets for each reminder stage.
What industries does Solido serve?
Solido serves a wide array of industries, being industry-agnostic. It is suitable for professional services, technology companies, and agencies among others. Specific examples include law firms, consultancies, accounting practices, SaaS companies, Software businesses, and IT services.
How does Solido integrate with Microsoft 365 or Google Workspace?
Solido integrates with Microsoft 365 or Google Workspace by enabling emails to be sent from these accounts. This integration allows clients to reply directly to the reminders, and the conversation stays within your inbox, ensuring continuity.
How does the email scheduling feature of Solido work?
The email-scheduling feature in Solido works based on user-defined rules. Users have the flexibility to schedule when, how many, and on which days of the week the reminders are to be sent.
How does Solido keep track of client payments?
Solido keeps track of client payments through its constant sync with Xero. Any changes in client payment status are automatically detected by Solido, which then stops sending reminders for that specific invoice.
How can Solido help reduce administrative overhead?
Solido helps reduce administrative overhead by allowing for the automation of invoice reminders. This reduces the time and effort needed to track and follow up invoices, saving up to 20+ hours per week on AR admin according to their website.
Does Solido offer customizable reminder logic?
Yes, Solido allows for customizable reminder logic, granting users the autonomy to determine when, how many, and which days of the week the reminders are to be sent.
What industries is Solido designed for?
Solido is designed for a wide range of industries, irrespective of their type or size. It is especially beneficial for professional services, agencies, and technology companies including law firms, consultancies, accounting practices, SaaS companies, Software businesses, and IT services.
Does Solido provide an updated real-time dashboard?
Yes, Solido offers a real-time dashboard as a part of its 'Receivables Intelligence' feature. This dashboard provides up-to-date information on unpaid and overdue invoice totals, scheduled reminders, and recent activity, allowing users to effectively track their invoices.
What is Solido?
Solido is an AI-powered tool that automates invoice reminders, facilitating better management of accounts receivable. Connected to your accounting software, Solido allows you to set rules for when and how your invoice reminders are sent, maintaining your business communication's personal touch.
How does Solido work?
Solido works by allowing you to set the rules on when and how invoice reminders are sent. It automatically sends the reminders using your specified parameters from your own Microsoft 365 or Google Workspace account. Solido picks up invoice status changes and stops sending reminders once payment is made. Solido's dashboard provides you with important insights, showing unpaid and overdue totals, upcoming scheduled emails, and recent activity. It also incorporates contact management, allowing you to control who receives reminders, and the option to manually send one-off emails for a more personalized approach.
How does Solido integrate with Xero?
Solido integrates with Xero by automatically syncing your invoices and contacts from your Xero account. Whenever an update is made in your Xero account, the change is reflected in Solido. For instance, if a client makes a payment, the invoice status is updated in Solido, which then discontinues sending reminders for that particular invoice.
What features does Solido offer for managing receivables?
Solido offers a plethora of features for managing receivables, including automated invoice reminders, a clear dashboard with insights into unpaid and overdue totals, email invoicing, payment tracking, automated synchronization with Xero, selective contact management to control who receives reminders, and manual email options for personalized interaction.
Can I set specific rules in Solido for sending invoice reminders?
Yes, you can set specific rules in Solido for sending invoice reminders. You can dictate the number of days before or after a due date the reminder should be sent, the time of day, and the days of the week. Solido then executes these rules automatically, keeping you free from the everyday administrative tasks.
Does Solido support QuickBooks integration?
No, Solido currently does not support QuickBooks integration. However, it is noted as a forthcoming feature.
How does automated synchronization work in Solido?
In Solido, automated synchronization works by keeping track of invoice status changes in real-time. It automatically syncs invoices and contacts from your accounting software (like Xero), ensuring status changes like payments are detected immediately. Once a client pays an invoice, Solido picks up the status change and stops sending reminders for that invoice.
How can I manage contacts in Solido?
In Solido, contact management is quite comprehensive. You can manage exactly who receives reminders, thereby exercising control over client communication. It offers a feature for selective contact management, allowing you to control who receives reminders. This enables you to stay on top of every client invoice without the administrative overhead.
What features does Solido's dashboard offer?
Solido's dashboard offers visibility into your receivables with features that allow you to view unpaid invoices, overdue amounts, and DSO trends all in one place. You can also see your upcoming scheduled emails and recent activity, providing you with a clear understanding of where your receivables stand.
Can Solido send reminders from my own email account?
Yes, Solido sends reminders from your own email account. Specifically, reminders are sent from your Microsoft 365 or Google Workspace account, and not a generic system address. This ensures that the emails retain a personal touch and clients can reply directly, keeping the conversation in your inbox.
Can Solido cease reminders automatically once payment is made?
Yes, Solido can cease reminders automatically once a payment is made. Using real-time synchronization with your accounting software, it detects when an invoice status changes to 'paid' and stops sending reminders for that invoice.
How does Solido handle team collaboration?
Solido handles team collaboration with features like team invitations and multiple workspace management. This allows multiple team members to be involved in the invoice management process and ensures everyone stays updated on the invoice status. Solido is, therefore, well-suited for teamwork and collaboration.
Is Solido suitable for my consulting firm?
Yes, Solido is suitable for consulting firms. With its features such as team collaboration, workspace management, and personalized invoice reminders, it helps consulting firms streamline their invoice management and improve their accounts receivable processes.
Can Solido help me track payment status changes?
Yes, Solido can help you track payment status changes. It integrates with your accounting software, and its automated synchronization feature enables it to stay in sync with any status changes. When a client pays, Solido picks up the status change and stops sending reminders for that invoice, helping you effectively track payment statuses.
Can I manually send emails using Solido?
Yes, if you want to add a more personal touch or handle unique situations, Solido allows you to manually send one-off emails. This extends greater control to you over your business communication.
How does Solido facilitate workspace management?
With Solido, you can manage workspace effectively as it offers multi-workspace management. You can handle multiple businesses from one account, separately manage different departments or entities within your business, and invite team members to help manage and monitor the invoice process, thereby facilitating comprehensive workspace management.
What insights can I gain from Solido's platform?
The insights you can gain from Solido's platform include unpaid and overdue totals, upcoming scheduled emails, and recent activities. The dashboard displays these insights in real-time, providing you with an up-to-date overview of your receivables situation.
Does Solido offer selective contact management?
Yes, Solido offers selective contact management. This feature allows you to choose exactly who receives invoice reminders, giving you more control over your business communication and ensuring that only appropriate personnel or clients are included in each reminder.
How does Solido handle client management?
Solido handles client management by allowing you to control who gets invoice reminders. By syncing with your accounting software, it automatically imports client information and allows you to select who among these contacts should receive reminders. This way, you can manage client communication effectively and maintain your client relationships.
Can Solido integrate with my Microsoft 365 or Google Workspace account?
Yes, Solido integrates with both Microsoft 365 and Google Workspace. It uses these integrations to send out personalized invoice reminders from your own email account instead of a generic system address. This retains the personal element in your emails, and since the reminders comes directly from your account, clients can reply straight to your inbox.