Solido

Introduction to Solido

Solido is an AI-powered solution designed to automate invoice follow-ups for relationship-led businesses. By leveraging intelligent reminders, it helps users get paid faster without compromising client relationships. The platform sends personalized and professionally worded emails in your business' own voice, ensuring a consistent and professional approach to accounts receivable management.

With its advanced automation capabilities, Solido allows you to set custom rules for when and how reminders are sent. It integrates seamlessly with your accounting software, such as Xero, and ensures that all communications are sent from your Microsoft 365 or Google Workspace account. This not only maintains the authenticity of your brand but also enables clients to reply directly within their inbox. Solido's dashboard provides real-time visibility into unpaid invoices, overdue amounts, and scheduled emails, making it easier to manage your financial workflows efficiently.

Takeaways

• AI-powered invoice reminders that are perfectly timed and professionally worded
• Customizable rules for sending reminders (days before/after due date, time of day, days of the week)
• Emails sent from your own mailbox (Microsoft 365 or Google Workspace)
• Automatic synchronization with Xero for invoices and contacts
• Dashboard for tracking unpaid invoices, overdue amounts, and activity
• Option to send manual emails for more personal communication
• Integration with multiple workspaces and team collaboration features

How Solido Works

Solido operates by first connecting to your accounting system, such as Xero, to sync invoices and contact information. Once connected, you can define your reminder rules—such as how many days before or after the due date the reminders should be sent, what time of day, and which days of the week. These rules are fully customizable to match your business's preferences.

The platform then generates and sends reminders based on these rules. Each email is composed using AI, following the tone and style you define. Since the emails are sent from your own mailbox, clients see them as coming directly from your business, maintaining a professional image. If a client pays an invoice, Solido automatically detects this change and stops sending further reminders for that particular invoice.

In addition to automated reminders, Solido allows for manual email sending, giving you the flexibility to handle specific cases personally. The dashboard provides a centralized view of all unpaid invoices, upcoming reminders, and recent activity, allowing you to monitor and adjust your workflow as needed.

Core Benefits and Applications