Features
Everything a sole trader needs, nothing they do not
Tools that work together, from first quote to final invoice, and now you can just say it or snap it. Core covers invoices and expenses. Plus adds the rest.
Invoices that get you paid
Build an invoice in a minute, preview it exactly as your client will see it, and send it without leaving the app.
- Your logo and business details on every invoice
- GST calculated automatically if you are registered
- Your bank details or PayID on every invoice, with an optional card payment button
- Email it straight to your client, with a copy to yourself if you like
- Status updates itself: Draft, Sent, then Paid
- Download a PDF, or attach a file to an invoice
Expenses without the shoebox
Record what you spend as you go so nothing is forgotten at tax time.
- GST on each expense worked out for you
- Attach a photo of the receipt, kept with the expense
- Link an expense to a client or a project
- Add notes so future you remembers why
- Search and filter your list in seconds
Snap a receipt, and it fills itself in
Take a photo of the receipt with your phone and Soleil OS reads it for you. Every plan can attach receipt photos. Plus reads them.
- Supplier, date, amount and GST filled in from the photo
- Tick to confirm GST was charged, so your BAS is right
- Check it, change anything you like, then save
- The photo stays attached to the expense for tax time
Just say it: voice entry
Finish the job, say the invoice, get back to your day. Tap the microphone and talk like you would to a mate.
- “Invoice Sam Taylor $450 for the deck repair” gives you a draft invoice
- “Spent $86 on fuel at Ampol” fills in the expense
- GST worked out for you if you are registered
- A floating button on every screen, so a draft is saved in seconds
- Nothing is sent until you have checked it
- Works in Chrome, Edge and Safari, on your phone or computer
Your quarterly BAS, at a glance
Soleil OS adds up the GST you collected and the GST you paid for the quarter, so you are not hunting through records the night before it is due.
- GST collected and GST paid, by quarter
- Laid out so you can copy figures into your BAS
- Export to PDF for you or your accountant
- Soleil OS does not lodge for you, and does not give tax advice
Clients, all in one place
Know who is a lead, who is active and who needs a nudge.
- Contact details, status and follow up dates
- Their invoices, quotes and notes on one screen
- Spot who is overdue for a call at a glance
Quotes your client can accept online
Win the work, then bill it without retyping a thing.
- Preview and email a quote with your contract or terms attached as a PDF
- Your client reads it and accepts from a secure link. No account needed
- You are told the moment it is accepted
- Create a job, a deposit invoice or a full invoice in one tap
- Expiry dates so offers do not hang around
Projects or jobs, in your words
One place for each piece of work, so it is not all in your head.
- Call it Projects, Jobs or your own word
- Dates, address, quoted amount and a next step on every one
- A board from Enquiry to Complete, with progress and what is ready to bill
- Tasks, extra charges, time and expenses inside each job
Bill straight from the work
Finished tasks, charges, billable expenses and time flow into invoices, and nothing is billed twice.
- Tick finished work on a job and create the invoice
- Or use Add from inside any invoice
- Items are stamped as billed, so there are no double ups
- Deposits are credited automatically on the final invoice
A calendar that knows your business
Jobs, appointments, follow ups, invoice due dates and quote expiry in one place.
- Agenda, week and month views
- Add a task or appointment right from a day
- A private feed into Google, Apple or Outlook calendar
- A Today panel on your Dashboard shows what needs you now
Tasks and notes
A simple board for what is on, and a place for everything you want to remember.
- A To do, Doing and Done board for tasks, with optional times and prices
- Notes with titles, colours and tags
- Pin the important ones to the top
- Search across every title and note, and link notes to a client
See it in action
The 1 minute demo
Invoices, getting paid, jobs, the calendar and BAS, start to finish.
And the small things that save you time
Big, easy buttons
The dashboard puts the things you do most one tap away, on your phone or your computer.
Reminders in the app
Notifications flag overdue invoices and follow ups so they do not slip.
An activity log
A running record of what changed and when across your account.
Built in help
Step by step help for every feature inside the app, and a Feedback button on every page to tell us what to improve.
An app on your phone
Add Soleil OS to your home screen and it opens like any other app, with the main screens in a tab bar at the bottom. It works on tablets and computers too.
Your data stays yours
Each account is separated from every other, and you can export or delete your data.
Be first in line for Soleil OS
We are launching soon. Join the waiting list and we will email you the day it opens.
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