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Sole app features

Unlock our fully resourced financial toolkit

Take the stress out of accounting and business management - everything you need

Stay in control by lifting your financial game today. Look like an expert, make tax time a breeze and make sure you stay in control. Everything under one roof for any Australian sole trader and small business (no matter the industry)

On the move or on the big screen

Access our software anywhere, anytime, and in a format designed to make it easy to master your bookkeeping.

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

Professional & quick invoicing

Throw the manual spreadsheets and reminders out the window! Send unlimited smart invoices and take advantage of limitless finance documents, including scheduled and repeating invoices and customisable documents.

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

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)

Personalise your invoices

  • Make your invoice recognisable and professional
  • Never guess about what needs to be on an invoice - click and go

Need more work?

  • Set a reminder to follow up future work opportunities
  • Automate or follow up personally - the choice is yours

Expense responsibly

Stress less. Sole's got your back. Simply take a photo, add the details and pretend it never happened. Expense responsibly!

Just take a picture of the receipt

  • Capture your receipts within the app
  • Images are securely stored on the cloud

Link in your bank account

  • Easily import your expenses from most of Australia's banks
  • One click expense matching

Maximise tax time deductions

  • Don't miss any deductions by keeping it all within Sole
  • Make it simple for your accountant come tax time

Keep expenses organised

  • Categorise expenses easily to make sure it is charged to the right place
  • Sort, filter and search

Simple quotes

Tired of messing around with outdated quote templates? Looking for something that is consistent and professional? Use Sole to convert business to revenue with unlimited quotes and business reminders.

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

Simple & secure accounting

Link your bank account to Sole and enable a (secure) live bank feed to reconcile your transactions. Do it all in the simplest and Aussie way possible.

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.

Activity statements and reports (GST reporting)

  • Need a snapshot of your BAS position for your bookkeeper or accountant? Simply review and send an automated GST report in ATO-ready format. Run your profit and loss, balance sheet, GST and transaction reports in an instant.
  • Simply review and send an automated GST report in ATO-ready format

Manage clients & suppliers

Need to call Sally or email Dan about a quote or invoice? Easily access your customer or supplier details for quoting and invoicing

Client book

  • Need to call Sally or email Dan about a quote or invoice? Everything stored in one place.
  • Easily access your customer or supplier details for quoting and invoicing

Supplier book

  • Never waste another second searching for that lost business card
  • Easy to update and even easier to use

Automatic upload

  • Upload clients/suppliers from your contact book
  • Need to add some further details? Easily update within the app

Key insights

  • Manage and easily follow up any outstanding invoices
  • See which clients are your most valuable at a glance

Simple for you & easy for your accountant

Make BAS and tax time straightforward for you & your accountant - relax and share the relevant data with your accountant (put a stop to the big email chains).

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.

User friendly tax estimator

  • Curious about your tax position? We can help with that!
  • See your tax due or credit estimate any time.

Reporting suite

  • Keen as mustard to run, extract and send reports of your financial data from your account direct to your accountant or bookkeeper? We got it covered
  • Accountant asking for reports? Income & expenses, balance sheet? Ready whenever you are.

Avoid tax time surprises

  • Curious about your tax position? We can help with that!
  • Configured to mirror the sole trader tax structure outlined by the Australian Taxation Office (ATO)
  • Simply follow the input prompts and hit 'calculate tax' to view your Tax Results for the selected period

Sole bonus features

Get exclusive discounted access to bonus features from our awesome partners with your Sole membership

Award winning payroll & HR software (Info-Tech)

Easy to use payroll and HR Solution through Sole's aware winning partner InfoTech.

Tap & go with Zeller

An affordable and powerful EFTPOS payment solution for both countertop and mobile businesses.

Coming soon

The below features are included on our roadmap and planned for delivery in the near future. Refer to our roadmap for more details

Get paid instantly with InstantPay

The fast and secure payment platform any sole trader business needs

Asset/inventory module

Sick of rewriting a description of your goods and services each time you prepare a quote or invoice?

Kilometre tracker

This one is pretty self explanatory - a km logging solution that calculates distance travelled using Google maps, with the ability to manually enter data if needed

Time tracker

Again, we won't flog the horse on this one - use a timer to track your hours on a per project basis, create timesheets, convert your time into $$$ through an auto-generated invoice

Accountant Portal

At your discretion, grant your accountant permission to review and edit your entries in Sole and get tax ready quicker

Auto-match bank feed

Automatically reconcile your bank feed, without any manual input (but you are always able to update or change the reconciliations)

Have a feature in mind?

Check our roadmap first and if you can't see it there, reach out to us using the form and we will consider adding it to Sole