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
Unlimited professional invoicing
- Throw the manual spreadsheets and reminders out the window with cloud accounting software.
- Personalise for your business in a few clicks
Smart invoicing
- Limitless finance documents with automated invoicing software, including scheduled and repeating invoices
- Add custom notes to make sure everything is documented in a flash
Multi-Currency Support
- Work globally with multi-currency accounting software.
- Create invoices, track payments, and manage finances in multiple currencies.
Get paid
- Overdue reminders with payment tracking software to ensure faster payments
- 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
- 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
- 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
Send to Multiple Contacts
- Send invoices and quotes to multiple recipients at once.
- Keep everyone in the loop without extra effort.
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
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
Timesheet & Time Tracker
- Track time effortlessly with a clean weekly view.
- Stay on top of billable hours and productivity.
Track trips in the background
- Automatically record distance so you do not have to log every trip manually
Log and review kilometres easily
- See all your trips in one place and make quick adjustments when needed
Stay ready for tax time
- Keep accurate records for deductions and reimbursements without the admin
Sync your calendar and manage jobs
- Connect Google or Microsoft Calendar, or use Sole to track bookings, jobs, and availability in one place
Let clients book you instantly
- Share a booking link so clients can lock in jobs without the back and forth
Get paid and reconcile automatically
- Send reminders with payment options including card, direct debit, Apple Pay, Google Pay, and tap to pay, then have everything recorded and marked as paid in Sole automatically
Get personalised, real time insights
- Ask questions about your finances, cash flow, or performance and get clear answers based on your actual data
Take action in seconds
- Create invoices, log expenses, and generate reports directly from a single message
Private and secure by design
- Your data stays within your business, it is not shared or used to train external models
Built in legal support with Sprintlaw
- Access simple, practical legal guidance directly in the app, helping you make decisions and stay compliant without additional cost
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.
Track GST and stay BAS readyIntegrate and match your bank transactions
- Automatically track GST across your income and expenses as you go. Sole categorises and calculates everything in the background, so when it is time to lodge your BAS, your numbers are accurate, organised, and ready to go.
Estimate your tax in real time
- Stay ahead of your tax obligations with a live tax estimate based on your actual business activity. Sole gives you a clear view of what to set aside, helping you avoid surprises and stay in control throughout the year.
Track your super in one place
- See what you have set aside, what has been paid, and what is still outstanding, all in one clear view so nothing gets missed.
Track time as you work
- Start, stop, or log time across multiple jobs with one click.
- Keep everything organised in one place so nothing gets missed
Turn time into invoices automatically
- Convert tracked time into invoices in seconds, no rework required
- Reduce admin and get paid faster with accurate, ready to send invoices
Stay in control of your records
- Manually adjust, review, and edit entries at any time
- Ensure everything is accurate before invoicing or reporting
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
Organise work by project or job
- Group income, expenses, and time under each project
- Get a clear view of how each job is tracking financially
Track milestones and progress
- Break projects into key stages and monitor completion
- Stay on top of deliverables and avoid delays
See performance at a glance
- Understand profitability, time spent, and outstanding work
- Make better decisions with clear, real time project insights
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
Get quotes approved instantly
- Add an accept button to your quotes so clients can approve on the spot, then move straight to invoicing and payment without delays or follow ups
Pay your team in minutes
- Process payroll quickly with clear, simple workflows so you can run pay runs without the admin
Stay compliant automatically
- Handle super, tax, and reporting correctly in the background so you avoid errors and stay compliant
Everything flows into your accounts
- Payroll, super, and tax are recorded automatically, keeping your books accurate and up to date
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
Store and manage your assets
- Keep all details, values, and records together, including generating reports like police reports when needed
Track your inventory as you go ( Coming Soon )
- Stay on top of stock levels, values, and usage without separate systems
Track depreciation automatically
- Sole updates asset values over time so your numbers stay accurate without extra work
Keep track of what you owe
- Add things like GST, loans, or bills so nothing gets missed
All your important actions, in one place
- See invoices to follow up, expenses to review, and tasks to complete without searching across the app
Review and approve, not start from scratch
- Sole prepares actions for you so you can stay on top of your accounts with minimal effort
Stay in control without the admin
- Nothing gets missed, with a clear view of what needs to be done and what is already complete
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.
