Before the offsite
The office manager asks whether the Events wallet can cover a team offsite. Memtro reads the wallet and answers that £3,200 is available and £400 blocked, and lists two pending spending requests from Priya Nair for travel.
Soldo + Memtro
Ask how much is left in a team's Soldo wallet, and which expense reports await processing.
Connect Soldo with a client ID and secret and Memtro reads wallets, cards with the last four digits only, people, groups, expense reports and spending requests. Card numbers, bank details and dates of birth are never returned. It reads on demand and there is no hourly sync. When asked, and once an administrator has granted the action by name, it can approve a spending request, which releases company money and cannot be undone here, or decline one, review expenses, process expense reports, tag and categorise transactions, and create groups and categories.
In Memtro
What you can do with Soldo in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Soldo tool, reads what it needs, and answers with the source cited.
What it does
- 01Wallets with available and blocked amounts per currency, whose they are and which group
- 02Cards by status, holder, wallet and currency, with only the last four digits
- 03People with job title, department, groups and roles, and groups with their members, wallets and cards
- 04Expense reports by status, owner or period, and spending requests for goods, funds or trips with who asked and the amount
- 05When asked and granted, approves a spending request, which releases company money and cannot be undone here, or declines it with a note to the requester
- 06When asked and granted, approves or denies expenses, asks for more information, sends reminders, marks reports processed or cancelled, tags and categorises transactions, and creates groups, tags and expense categories
Acts when asked
When you ask it to
These tools change something in Soldo. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Approve a spending request for funds or goods and services (releases company money)
- 02Decline a spending request with a note
- 03Approve, partially approve, deny or reopen an expense review
- 04Ask a person for more information on an expense
- 05Remind a person to submit their expenses for a period
- 06Mark an expense report processed, or cancel it
- 07Add a list tag to a transaction
- 08Set a transaction's expense category (replaces the one there)
- 09Create a group
- 10Update a group's name, reference, note or type
- 11Add a tag to an expense list
- 12Create an expense category
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Soldo, choosing the same kinds; the tab shows Soldo's own steps. Each event can start a job, with the event as its input. Soldo signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A card was created
- 02A card was activated
- 03A card changed status
- 04A card was reported lost
- 05A card was reported stolen
- 06A card was destroyed
- 07A card payment authorisation was requested
- 08A card transaction was settled or reversed
- 09A transaction was modified
- 10A transaction was deleted
- 11Money was loaded onto the company wallet
- 12Money was unloaded from the company wallet
- 13An inbound Faster Payment arrived
- 14Money moved between wallets of the same currency
- 15An attachment (a receipt) was uploaded to a transaction
- 16A transaction's expense review was updated
- 17A transaction import finished
- 18A wallet was created
- 19A wallet was deleted
- 20A user was created
- 21A user's status changed
- 22A user was deleted
- 23A group was created
- 24A group was deleted
- 25A payee contact was created
In practice
Ask it like you would a colleague
Once Soldo is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Soldo + MemtroHow much is left in the Marketing team's wallet?
Which cards are marked lost or expired?
Which expense reports are still to be processed, and how much is to reimburse?
What spending requests are pending approval?
Approve Priya Nair's £400 travel request from the Events wallet
Signing off a request
Laura Bennett, finance lead at Northwind, asks Memtro to approve Priya Nair's £400 train fares request. Memtro reads it back with the amount, then approves it from the Events wallet, which releases the money to Priya's card, and Soldo may notify her.
Teams
Where it fits
The teams that lean on Soldo most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Soldo is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesSoldo with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesSoldo with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesSoldo with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportSoldo with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportSoldo with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportSoldo with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatSoldo with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatSoldo with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatSoldo with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Spendesk- Firefly III
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withClient ID and Client secret
- 1
In the Soldo web app open Integrations → Business API → Create application, paste the public key of a 2048-bit RSA pair and tick the View scopes for Company, Wallets, Cards, Users, Groups, Expense report, Requests, Expense review, Expense categories and Tags
- 2
Tick Edit scopes only for what Memtro may act on: Requests, Expense review, Expense report, Transactions, Groups, Tags or Expense categories. Then complete strong customer authentication
- 3
Copy the Client ID and Client secret from the popup into Connections → Soldo in Memtro and connect. Memtro never asks for the private key or Fingerprint token, so keep those to yourself
- 4
Ask how much is left in the Marketing wallet
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Soldo tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Soldo?+
Only when you ask, and only what it has been granted: approve a spending request for funds or goods and services (releases company money); decline a spending request with a note; approve, partially approve, deny or reopen an expense review; ask a person for more information on an expense; remind a person to submit their expenses for a period; mark an expense report processed, or cancel it; add a list tag to a transaction; set a transaction's expense category (replaces the one there); create a group; update a group's name, reference, note or type; add a tag to an expense list; create an expense category. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Soldo connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Soldo data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Soldo?+
Client ID and Client secret. In the Soldo web app open Integrations → Business API → Create application, paste the public key of a 2048-bit RSA pair and tick the View scopes for Company, Wallets, Cards, Users, Groups, Expense report, Requests, Expense review, Expense categories and Tags.
Can Soldo start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, then add the address it shows as a webhook in Soldo, choosing the same kinds; the tab shows Soldo's own steps. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Soldo in a few minutes
Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.