Sole App Features
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Sole App
Smarter Way to Manage Your Business
Stay in control of your finances without the complexity. Look professional, simplify tax time, and manage everything in one place with tools built specifically for Australian sole traders and small businesses.
Spreadsheets (e.g. Excel)
Make the shift to Sole
Other accounting software
Make the shift to Sole
Take a picture of your expense receipt
- Capture expenses in a breeze to make sure they are captured for the easiest tax time ever
- Never worry about a shoebox of receipts again – store them safely in the cloud
Swipe to reconcile (yes, it’s that easy)
- Grabbing a coffee? Reconcile your bank from anywhere
- Bank grade security through Twilio’s API
Business insights in the palm of your hand
- Automated key business insights anywhere
- Make sure you have the right information at hand to make informed decisions
Work flexibly
- Someone else doing the books at home on a computer? No worries use mobile and computer at the same time.
- Sometimes size does matter – use your computer for the big tasks and your mobile on the go
Unlimited professional invoicing
- Throw the manual spreadsheets and reminders out the window!
- Personalise for your business in a few clicks
Smart invoicing
- Limitless finance documents, including scheduled and repeating invoices
- Add custom notes to make sure everything is documented in a flash
Multi-Currency Support
- Work globally without friction.
- Create invoices, track payments, and manage finances in multiple currencies.
Get paid
- Overdue reminders to make sure your clients pay you
- Easily track when you will be paid to keep your cashflow in the green
Never forget to send an invoice again
- Send and manage your invoicing on your computer or phone
- Now you can invoice on site (the quicker you invoice the quicker you get paid)
Deposits (coming soon)
- Secure payment upfront in one simple invoice flow, avoid double handling and get paid faster.
- Request deposits easily and track them across jobs and projects.
Personalise your invoices
- Make your invoice recognisable and professional
- Never guess about what needs to be on an invoice – click and go
Stripe integration (coming soon)
- Accept payments via Stripe with fast, secure processing and automatic reconciliation in Sole
Need more work?
- Set a reminder to follow up future work opportunities
- Automate or follow up personally – the choice is yours
Professional invoice templates & reference numbers
- Specify which fields you want to include on the invoice that are on-brand
- You can select your invoice/quote reference numbers (no need to start at INV-00001 when you join Sole – pick up where you left off)
Invoice & quote reminders
- Easily track the status of your outstanding invoices
- Manually send reminders to make sure you get paid
Get paid instantly, your way
- Accept card (tap and pay), direct debit, Apple Pay and Google Pay directly from your invoices
- No follow ups, no manual reconciliation, Sole marks everything as paid for you
Send to Multiple Contacts
- Send invoices and quotes to multiple recipients at once.
- Keep everyone in the loop without extra effort.
Integrate and match your bank transactions
- Link your bank account to Sole and enable a live bank feed to reconcile your transactions.
- Sole maintains bank grade encryption to keep you safe.
Share access and data with your accountant or bookkeeper
- Easily and securely share your data with your accountant or bookkeeper to avoid last minute emails, spreadsheets and other disasters.
Guided in-app training
- Step by step prompts show you what to do from day one
- Learn as you go without needing any accounting background
Manage your business performance
- Easily see how your business is performing by tracking your transactions to ensure you are meeting your financial targets and get paid on time.
- Plan and smash your goals.
See everything in one dashboard
- View key numbers, invoices and tasks in one simple place
- Quickly spot what needs attention to stay on top of your business
Smart matching rules
- Set simple rules so regular transactions match automatically
- Spend less time reconciling and more time earning income
Fast data migration
- Bring in past invoices, contacts and balances in minutes
- Move to Sole without double handling or starting from scratch
Quotes and invoices
- Sending professional quotes and invoices has never been easier
- Advanced features to give you a lot of flexibility
Endless quotes and business reminders
- Tired of messing around with outdated quote templates? Looking for something that is consistent and professional?
- Set your own logo on the go
Quote on site
- Generate quotes on-the-job
- Need to make any amendments? Swipe and fix – simple as that
Never miss a job
- Set automated reminders to make sure you can follow up
- Easy to use and even easier to convert to an invoice
Just take a picture of the receipt
- Capture your receipts within the app
- Images are securely stored on the cloud
Industry specific templates
- Use invoice, quote and expense templates tailored to your type of business
- Reduce setup time and keep your records aligned with how your industry works
Guided set up for your industry
- Answer a few simple questions and Sole configures itself for your business
- Get practical prompts that reflect the way you work from day one
Product Feedback
Have a great feature in mind?
Check our Features roadmap first and if you can’t see it there, reach out to us using the form below. We review all requests and publish them on the Feature requests page where you can vote for the features you would like to have.
