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New integration: effortless bookkeeping with Soldo and Microsoft Dynamics 365

December 14, 2023

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://www.soldo.com/en-gb/blog/new-integration-effortless-bookkeeping-with-soldo-and-microsoft-dynamics-365/

We’re excited to announce that you can now integrate Soldo with Microsoft Dynamics 365 Business Central to make your bookkeeping effortless.

“At Soldo, our goal is to simplify tasks for our customers. Recognising that many of our users rely on Microsoft Dynamics 365 Business Central, we’ve integrated the two platforms, accelerating the reconciliation process and enhancing financial reporting and analysis.” – Martina Paolicchi, Integrations Product Manager at Soldo

This integration is available on Soldo Pro, Premium and Enterprise plans today at no additional cost.

Why integrate Soldo with Microsoft Dynamics 365?

Soldo’s direct connection to Microsoft Dynamics 365 Business Central syncs your expense data for accurate accounting and easy reconciliation.

Save time and effort: Sync your Soldo expense data to Microsoft Dynamics 365 in a single click. This integration seamlessly transfers financial information without the risk of human error.

Speed up month-end: Close your books faster with the data you need for easy reconciliation. The Soldo mobile app captures receipts, lists, and notes at the point of purchase. Validate and effortlessly send this data to Microsoft Dynamics 365.

Improve accuracy: Eliminate the risk of manual data entry errors for hassle-free, accurate reporting. Make more informed decisions based on precise, real-time financial data.

How can you connect Soldo and Microsoft Dynamics 365?

To connect Soldo to your Microsoft Dynamics 365 account, simply log in to Soldo and look for Microsoft Dynamics 365 Business Central in the search box of the Marketplace section.

Next, select Microsoft Dynamics 365 and authorise the connection. Then, choose whether you want to export transactions to Microsoft Dynamics 365 as journal lines or purchase invoices. And you’re ready to go!

Connect today for seamless and accurate financial reporting with Soldo and Microsoft Dynamics 365 Business Central.

For more information, speak to your Customer Success Manager or read though our FAQs.

Why leave it there?

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