Calitem vs Soldo: supplier invoices or cards
Soldo organizes cards, limits and employee expenses. Calitem automates the supplier invoice and its accounting controls.
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Short answer
Choose Calitem to automate business processes with custom workflows, including purchase checks, line-level allocations and your own approval rules. It adapts to the rules of companies and accounting firms and generates journal entries for their ERP.
Consider Soldo if you want to provide payment methods to your teams with limits, budgets and approvals before spending, and collect their receipts afterwards.
What is Soldo and how does it work?
Soldo is a business expense management platform with cards and transfers. Allows you to assign resources to teams, apply limits and approval requests, and relate transactions to receipts. Connect expense information with accounting systems.
This is how the work is organized:
- Assign resources and rules.Finance defines limits and conditions for each team's spending.
- Buy and justify.Users carry out operations and provide receipts from the application.
- Review and connect.The team tracks the expense and delivers the information to accounting.
Soldo organizes the team's spending capacity and payment methods. Calitem automates accounts payable verifications, allocations and approvals down to posting on the ERP.
When Soldo fits
- Decentralized spending.Several teams need to make purchases using company funds.
- Preventive limits.You want to control spending before it happens.
- Cards and receipts.You need to connect payment methods with the team documentation.
What is Calitem?
Calitem is the AI accounting system that automates accounts payable, from receiving documents to posting journal entries in your ERP.
It is designed for companies where each invoice can require several checks: finding the purchase order, checking what was received, allocating the expense and obtaining the right approval. Calitem connects this work with your accounting rules and business systems.
Where Soldo has the advantage
Control before spending
Soldo allows you to set limits and rules before the team makes a purchase. It fits when finance wants to authorize spending capacity and avoid depending solely on a subsequent review of the receipt.
Physical and virtual cards
The offer provides cards and payment methods for employees and teams. It is relevant when the project includes facilitating business purchases with allocated resources, in addition to processing their documents.
Resource requests
Flows allow areas to request a budget and obtain approval. They help organize decentralized spending when several teams buy with different criteria and people responsible.
Receipts along with transactions
The mobile application collects receipts and relates them to spending activity. It fits when the closing work requires gathering receipts for many purchases made by employees.
Where Calitem has the advantage
Documents from your team channels
Calitem receives invoices and documents from email, WhatsApp, Teams and shared repositories. A person in a store or warehouse can send a photo without installing another app. The documentation enters the same accounting process, although it arrives through different channels.
Extraction tailored to your documents
The AI extracts general data, lines and specific fields of your operation. Calitem processes up to 250 documents every five minutes, to absorb large volumes without transcribing invoices one by one. Fields with low confidence are reviewed.
Duplicate invoices under control
Calitem detects duplicate documents automatically. When the same invoice arrives through different channels, your team can identify repetition before it turns into more accounting work.
Matching invoices, purchase orders and delivery notes
Calitem matches the three documents line by line and checks references, quantities, prices and taxes. If more units are invoiced than received, or a price changes, it flags the difference for your team to review before posting.
Accounts and cost centers by line
One invoice can include expenses from several stores, departments or projects. Calitem assigns categories, subaccounts and cost centres to each line using your chart of accounts and the team’s previous classifications.
Approvals that follow your rules
Define who must approve based on the amount, legal entity, cost centre or supplier. Calitem routes each document through the appropriate workflow and can automatically approve transactions that meet your limits.
AI-generated accounting entries
Calitem uses your chart of accounts and previous accounting decisions to generate journal entries and send them to your ERP. Allocations are included, so the team does not have to re-enter information that has already been processed.
Integrations that connect the entire operation
Calitem connects the ERP to stock systems, POS and internal tools using native integrations and an open API. Specific connections adapt to the flow and data your operation needs, to reduce manual transfers between systems.
Several companies, well-organized accounting
Calitem supports multiple legal entities and cost centres. Classifications and approval routes follow your operational structure, whether you are a group of companies or an accounting firm managing clients’ accounts.
Analysis of accounting information
Calitem allows you to analyze the accounting and accounts payable information it processes. Your team can use that data to track the operation and understand expenses, as well as complete the work on each invoice.
Learn more: Document receptionInvoice, purchase order and delivery note matchingApproval workflowsAutomated accounting
Choose Soldo if…
- Several teams need to make purchases using company funds.
- You want to control spending before it happens.
- You need to connect payment methods with the team documentation.
Choose Calitem if…
- You manage a high volume of invoices or processes that require several checks before posting.
- You need to cross invoices, orders and delivery notes by line and detect differences in quantities or prices.
- You distribute the expense of the same invoice between different accounts and cost centers.
- You want to configure approvals by company code, cost center, amount, or supplier.
- You are looking to automate the generation of entries with your chart of accounts and previous classifications.
- You need to connect the ERP with stock systems, POS or other tools in your operation.
Frequently asked questions about Soldo and Calitem
When to choose Soldo and when to choose Calitem?
Soldo is suitable if you want to provide payment methods to your teams with limits, budgets and approvals before spending, and collect their receipts afterwards. Calitem is designed to automate a high volume of documents and accounts payable processes with purchase reconciliation, allocations by line and approvals adapted to the company or accounting firm, up to the entry in the ERP.
What programs does Calitem integrate with?
Calitem integrates with most ERP available on the market, such as A3, Sage, SAP, NetSuite, QuickBooks, Holded and more than 20 others. Available dimensions vary by connector: channels in a3innuva, projects in Sage, and tags in Holded.
How does Calitem manage cost centers?
Calitem uses projects, channels or other dimensions depending on your accounting software. It can assign them automatically using addresses, descriptions, suppliers or products.
How does Calitem match invoices, delivery notes and purchase orders?
Calitem’s document management system matches invoices, purchase orders and delivery notes and compares their products. It checks references, quantities, prices and taxes line by line and flags differences for review.
How does duplicate detection work in Calitem?
Calitem identifies duplicates based on the digital ID of each document and crossing data such as amounts, document number and supplier to flag duplicates to the user.
How does the workflow builder in Calitem work?
In Calitem you can configure routes by company code, cost center, amount or supplier, with automatic approval for operations that comply with your rules.