Solido

Introduction to Solido

Solido is an AI-powered accounts receivable automation tool designed to streamline invoice follow-ups for professional services businesses. It enables finance and operations teams to automate reminder communications while maintaining full control over timing, tone, and escalation logic. Solido is built for relationship-led organizations—including consulting firms, marketing agencies, and professional services teams—where preserving client trust and brand voice is critical during payment collection.

The platform integrates directly with accounting software and email infrastructure to ensure reminders are sent from the business’s own domain and mailbox. By automating repetitive accounts receivable tasks, Solido reduces manual administrative effort without requiring changes to existing client communication workflows or internal processes.

Key Takeaways

• Automated, rule-based invoice reminders that trigger before or after due dates based on configurable schedules
• AI-generated email content tailored to each reminder stage, written in the business’s established voice
• Email delivery via Microsoft 365 or Google Workspace accounts—clients reply directly to the sender’s inbox
• Real-time synchronization with Xero for automatic invoice and contact updates, including payment status detection
• Centralized dashboard showing unpaid and overdue invoices, scheduled reminders, and DSO trends
• Manual email capability for one-off, personalized outreach when automated reminders are insufficient
• Support for multi-workspace management and team collaboration across multiple mailboxes and business entities

How Solido Works

Solido operates through a three-step workflow: connection, configuration, and monitoring. First, users connect their Xero account to automatically import invoices, contacts, and payment statuses. Second, they configure reminder rules—including timing (e.g., days before/after due date), preferred send times, days of week, and designated mailboxes. Third, Solido executes reminders according to those rules, sending AI-composed emails from the user’s authenticated email account. The system monitors payment status changes in Xero and halts reminders for paid invoices without manual intervention.

All communications remain visible in the user’s dashboard, which displays upcoming scheduled emails, recent activity logs, and financial metrics such as total unpaid amounts and Days Sales Outstanding (DSO). Users retain the ability to review, pause, or manually send follow-ups at any time.

Core Benefits and Applications

Solido supports practical applications across finance operations in service-based businesses. It reduces manual accounts receivable administration by over 20 hours per week, helping teams focus on strategic financial oversight rather than repetitive outreach. The platform helps lower DSO by up to 30% through consistent, intelligently timed follow-ups that avoid both premature pressure and delayed collection.

Use cases include managing recurring client billing cycles, handling late payments with graduated escalation (e.g., gentle reminder → firm follow-up → final notice), and maintaining compliance with internal communication policies. Its integration architecture ensures compatibility with existing tech stacks—particularly for Australian and New Zealand businesses using Xero, Microsoft 365, or Google Workspace.