Sole’s Feature Roadmap

Delivering An Evolving Product

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Product Roadmap

What We’re Building Next

A transparent view of the features we’re delivering to simplify financial management, improve compliance, and support your business as it grows.

Investment property portfolio

Planned
Simple tracking for rental properties, including income, expenses and loans so you can see property performance and be ready for tax time.

Crypto and Shares module (investments module)

Planned
Track basic investment holdings like crypto and shares alongside your business finances so you have a single view of your money.

Super contributions and dashboard tracking

In progress
Tools to record and monitor your superannuation contributions so you can stay on top of obligations and your future retirement savings.

Accrual accounting

Planned
Option to switch on full accrual accounting so you can recognise income and expenses when they are earned rather than only when cash moves

Liability/Equity module

In progress
Better tracking of loans, credit cards, owner drawings and equity so your balance sheet properly reflects how your business is funded.

Additional management pre-defined reports to make things easier for you

Planned
A library of ready-made performance reports so you can quickly see profit, cash flow and key trends without needing an accountant to build custom reports.

Budget tool

Planned
Simple budgeting tools to set monthly or annual targets, compare budget versus actuals and keep your business on track.

Asset module improvements (police reports, depreciation, disposal)

In progress
Enhanced asset tracking so you can attach police reports, automate depreciation calculations and record disposals properly for tax and insurance.

Additional AI to minimise effort and simplify processes

In progress
Smarter prompts and auto-fill for invoices, expenses and bank matching, so Sole can do more of the heavy lifting for you in the background and reduce repetitive admin.

Payroll (STP)

In progress
Simple payroll tools with Single Touch Payroll reporting so you can pay staff correctly and stay compliant with ATO requirements.

Calendar / scheduling

In progress
A calendar view of jobs and appointments so you can see your week at a glance and reduce double bookings.

Mileage kilometre Tracking

In progress
Record business trips and kilometres so you can claim the right deductions without manual logbooks. Enhancements to the existing feature.

Business Scheduling & Calendar integration

In progress
Book in work, allocate times and manage your day so you always know what is coming up next.

Stripe integration

In progress
Connect Stripe so clients can pay invoices online by card which speeds up cash collection and improves your customer experience.

Accept Quote button

In progress
Add an accept button to your quotes so customers can approve work online which then flows straight into your jobs and invoicing.
Roadmap Items

Delivered roadmap items

You voted and we delivered functionality that helps you run your business and takes stress away from keeping the books right.

Accountants & Bookkeepers:

Manage Accountants and Bookkeepers
Allow users to save details of their account and bookkeeper, so that reports can be easily shared
Accountant and Bookkeeper Listing
Provide a shared network of Accountants and Bookeepers for Sole users to find assistance in their area.
Optional Account Sharing
Allow users to enable second and third 'logins' that can be allocated to an accountant / bookkeeper
Accountant and Bookkeeper Portal
Enhance the access and traceability of a Sole user's accountant/bookkeeper through a dedicated portal.

Advanced Financial Modules and Compliance:

Multi Currency
Support for multiple currencies so you can invoice overseas clients and track foreign currency payments without messy manual conversions.

Bank Feed:

Re-authenticate failed connections
Improve the ability for users to re-connect their bank feeds in the event of failure events.
Bank Feed Enhanced Auto-Match
Allow users to manage suggested ‘rules’ for Sole to match transactions received in the bank feed

Business Management:

Reporting Suite 1.0
Allow users to extract, and send to their accountants/bookkeepers, key reports such as transactions, GST and assets.
Reporting Suite 2.0
Allow users to extract, and send to their accountants/bookkeepers, key reports for Profit and Loss, and Balance Sheet
GST Global Setting
Add the ability for non-GST users to turn off GST on all transactions across their account
Transition from Xero to Sole
Improve accounting platform migration from Xero to Sole, allowing users to import transactions seamlessly.
Transition Sole to Xero
Allow users whose businesses have grown to seamlessly migrate from Sole to Xero.

Industry Presets, Products and Services:

Products and Service Listing
Save your common products and services with pricing so you can build quotes and invoices in just a few clicks. Enhancements to the existing feature.
Industry specific presets to make things even quicker
Pre-configured settings, categories and templates tailored to your industry so Sole feels set up for you from day one.

Invoices:

Scheduled Invoices and Reminders
Allow users to create forward scheduled invoices for upcoming work.
Recurring Invoices
Allow users to create recurring invoices over time, that can be automatically sent and saved by Sole.
BCC Invoice Emails
Allow users an option to receive a BCC email when invoices are sent to customers.
Editable Invoice Numbers
Add more flexibility for users to re-number and customer invoice references
Notifications for upcoming / overdue invoices
Provide Sole users with a choice to notify their customers of upcoming invoices, which can be a manual push or automated

Jobs, Time and Scheduling:

Timesheet Tracking
Capture time spent on jobs so you can bill accurately and understand how profitable your work really is.
Job and project codes
Tag income and expenses to specific jobs or projects so you can see which work is actually making you money.

Payments:

WorldPay Instant Payments & Direct Debit Integration
Seamless integration for GoCardless payments in Sole. Get paid easier and on-time, all within Sole.
Online Payment Integration
Seamless integration for online store payments in Sole.

Payments, Invoicing and Customer Experience:

Send invoices and quotes to multiple contacts
Choose multiple recipients for each quote or invoice so everyone who needs it receives the same document at the same time.
Changelog

Release notes

You voted and we delivered functionality that helps you run your business and takes stress away from keeping the books right.
  • Multi currency support
  • Timesheet and time tracking
  • Job and project codes
  • Integrated products and services listing
  • Improved contact flows
  • Industry specific presets
  • Send invoices and quotes to multiple contacts
  • Personalised AI insights and actions
  • Notifications and reminders1
  • Super contribution tracking improvements
  • FITREC integration for personal trainers
  • Simplified interface for faster daily tasks
  •  Carer menus and improved navigation
  • Industry presets for invoices and expenses
  • Tailored onboarding based on your business
  • Add brand colours using HEX codes
  • Improved handling and display of logos
  • More intuitive invoice creation flow
  • Apply monetary discounts directly on invoices
  • Corrected “Total Paid” invoice display
  • Send invoices to multiple contacts
  • Accept quotes instantly with new button
  • Advanced automated matching rules added
  • Improved accuracy of transaction matching
  • Split single transactions across customers
  • Enhanced rounding and tolerance matching
  • Match items without linking a bank account
  • Improved bankfeed login reliability
  • Possible-match added to invoices and expenses
  • Bulk unmatch and edit transactions
  • Better bulk upload for transactions
  • Global GST configuration improvements
  • Balance sheet and cashflow enhancements
  • Added benchmark data for insights
  • Split multiple images for expenses
  • Improved asset module stability
  • Faster loading during login
  • Improved code quality and system security
  • Added Ubank integration link
  • Enhanced WorldPay onboarding and prompts
  • Mobile number change feature added
  • New NDIS budget setup resource
  • Custom Invoice & Quote Templates
  • Improved bankfeed filtering
  • Bulk bankfeed matching
  • Standard Quote & Invoice Terms
  • Additional information in the transaction report
  • Automated payment receipts
  • Standard quote and invoice terms
  • How to guide for sharing account details with Accountant and Bookkeepers
  • Command Centre – ability to add customised fields
  • Command Centre – download reports
  • Command Centre – Quick start guide for Accountants and Bookkeepers
  • Command Centre – Accountants and Bookkeepers can create user accounts
  • Improved loading speed and performance
  • Dashboard Upgrades – More clarity, fewer clicks.
  • Simplified shared access screen (accountants and bookkeepers)
  • Quick start guide added
  • Free business health check added for all Sole customers
  • Improved invoice notes
  • Improved shared account access
  • Refreshed FY25 dashboards and data for reporting, tax calculator and drop-down menus in app.
  • Go-live of Sole’s Command Centre, allowing users to share access of their account, transactions and data to accountants, bookkeepers and other trusted advisors.
  • Major backend update for better web app performance.
  • Updated overnight bank data feed to pull 10 days data, to better account for pending transactions from banks.
  • Backend and infrastructure updates on mobile and web applications.
  • Minor Tax Estimator rule and wording updates.
  • Changes to sign-up flow and better integration of Sole Bootcamp.
  • Released Sole’s ‘Free Forever’ tier, allowing users to have access to Sole without a paid subscription. The ‘Free Forever’ tier includes basic functionality with some limits in place.
  • Added a web app timeout message prior to logging user out, allowing user to extend session timer.
  • Added existing ‘Description’ field to invoice body, which will appear for customers.
  • Launched an integrated Sole referral program to enable user’s to refer their friends to Sole for a subscription benefit for both parties.
  • Enabled user logo improvements, including better controlled cropping, and consistent presentation throughout mobile and web.
  • Released capital/equity matching accounts, to enable users to match owner contributions and dividends in the bank feed.
  • Improved user automated email journey to provide clearer access to guidance, support and tips throughout the journey.
  • Delivered invoice and quote template customisability, including:
    • Selection of optional invoice fields (customer/user names, business names, address, ABN, etc.); and
    • Inclusion of optional Sole user business contact information and links such as Facebook, Instagram, LinkedIn, etc.
  • Brand colour customisation: Allowing users to select their primary and secondary colours to update document formatting.
  • Bank Feed Match Retention: Providing an option for users to disconnect and reconnect their bank feeds while retaining previously matched transactions for accounting purposes.
  • Go-live of Sole education courses website (https://courses.soleapp.com.au/)
  • Released automated and manual Invoice & Quote reminders to customers before and after due dates expiry.
  • Fixed bug to allow undo on ‘paid by cash’ invoices
  • Added ability to account for internal transfers between Sole user bank accounts.
  • Moved all new subscriptions to Sole’s web app platform.
  • Corrected ordering of partner/affiliate benefits in app.
  • Delivered ‘editable invoice and quote reference numbers’ preferences on web application.
  • Released invoice and quote ‘sent status’ on web application.
  • Delivered new subscription and payment management portal on Web Application.
  • Changed format inconsistency in reports on Android App.
  • Updated Web App links and performance based on analytical reporting
  • Corrected invoice preview screen on Web Application.
  • Fixed ‘supplier’ input bug on Web Application.
  • Minor wording updates on web application.
  • Enhancements to SMS tool supporting automated texts.
  • Fixed unsubscribe link not loading correctly.
  • Preparation update for End of Financial Year and FY24 reporting / tax.
  • PDF Invoices and Quotes automatically attached to customer emails.
  • Launched ‘Sole Support Hub‘ through Atlassian Service Management.
  • Subscription and coupon code updates.