SoleApp

What Is Sole App?

Sole App is a cloud-based accounting, business, and financial management platform designed for sole traders, freelancers, consultants, and small service-based businesses. It combines core business functions such as invoicing, expense tracking, timesheets, client bookings, bank transaction matching, and financial document management within a single system. The platform also uses automation to handle tasks like recurring invoices, asset depreciation tracking, and account-related actions that users can review and approve. By bringing operational and financial activities together in one workspace, Sole App helps businesses manage client work, monitor finances, and reduce reliance on disconnected tools.

What Is Sole App Best For?

Sole App stands out for its automated GST tracking and BAS readiness features that simplify financial management for sole traders and small businesses. The platform automatically categorizes income and expenses, integrates and matches bank transactions, and calculates GST in the background, ensuring financial records stay organized and accurate. By preparing data continuously as transactions occur, Sole helps users keep their BAS information ready and reduces manual bookkeeping work.

How Much Does Sole App Cost?

Sole App pricing starts at $14.99/month with the Business plan. The vendor also features a Free plan at $0 for personal use. It offers three other paid plans that scale depending on the number of users and the required features. These are:

• Compliance Bundle: $24.99/month
• Advanced: $44.99/month
• Pro: $59.99/month

A 30-days free trial is also available along with add-ons starting at $4.99/month.

In addition, businesses should keep the following potential costs in mind based on the industry benchmarks:

• Implementation: $0–$300 for self-service setup and $300–$1,500 for guided onboarding
• Data Migration: $100–$2,000, based on historical financial records and business data volume
• Admin And User Training: $0–$1,000 for small teams and onboarding support
• API Integrations: $100–$3,000, depending on the number and complexity of integrations
• Advanced Automation And Financial Analytics: $5–$50/month for premium features

Disclaimer: The pricing is subject to change.

Sole App Integrations

Sole App integrates with the many third-party software, such as:

• Stripe
• Google Workspace software
• Databox
• Shift Finance
• GoHighLevel
• Accountants Direct

How Does Sole App Work?

Log in to Sole App and set up your business profile to access accounting, invoicing, tax, and financial management tools built for sole traders and small businesses. Continue with the steps below to use its core features:

• Connect your bank accounts to enable live bank feeds and automatically match and reconcile transactions in real time
• Create professional invoices and quotes with customizable templates, recurring schedules, deposits, reminders, and instant payment options
• Capture expenses by uploading receipts or taking photos directly within the app, allowing Sole to store and categorize records automatically
• Track GST, estimated tax, super contributions, and BAS information as Sole continuously calculates and organizes financial data in the background
• Manage bookings, projects, jobs, timesheets, and kilometer tracking from a unified workspace that keeps business activities organized
• Use the built-in AI assistant to create invoices, log expenses, generate reports, ask business questions, and receive personalized insights based on your financial data
• Share records securely with accountants or bookkeepers so they can access financial information without relying on spreadsheets or email chains
• Monitor business performance through dashboards, financial summaries, project tracking, and real-time insights that update automatically as new activity occurs

Who Is Sole App For?

Sole App software serves a wide range of industries and sectors, including:

• Sole traders
• Freelancers
• Contractors
• Small businesses
• Creative teams
• Tradespeople
• Consultants

Sole App Use Cases

Based on our analysis of Sole App’s features and product positioning, we have identified key scenarios where the platform is commonly used by sole traders, independent professionals, and service-based businesses for financial management, invoicing, tax preparation, and business administration:

Sole Traders Managing Tax Compliance And Daily Financial Tasks

Sole traders often juggle multiple responsibilities at once, including client work, invoicing, expense tracking, and tax preparation, while operating without dedicated finance support. Managing these tasks manually can create disorganized records and increase the risk of errors during tax periods. Sole App supports this workflow by automatically tracking GST, matching bank transactions, and organizing financial records continuously in the background. By keeping information updated throughout the year, it helps sole traders reduce administrative effort and maintain accurate BAS reporting readiness.

Freelancers Handling Irregular Payments And Project Expenses

Freelancers frequently work with multiple clients across short-term projects, creating inconsistent payment schedules and varying business expenses that can be difficult to monitor manually. Tracking invoices, following up on payments, and understanding profitability across projects can quickly become time-consuming. Sole App addresses these challenges through invoice creation, expense tracking, payment reminders, and centralized financial monitoring tools. This allows freelancers to maintain visibility over earnings and manage cash flow more efficiently across different engagements.

Consultants Organizing Client Billing And Service-Based Workflows

Consultants often bill clients based on hourly work, retainers, or project milestones, requiring accurate time management and structured invoicing processes. Administrative work surrounding quotes, payments, and client-related expenses can reduce time available for delivering services. Sole App helps consultants streamline these activities by supporting invoicing workflows, project tracking, and organized financial record management within a single system. This creates a clearer process for managing client engagements while reducing manual administrative work.

Creative Teams Coordinating Projects And Business Operations

Creative teams commonly balance multiple campaigns, client revisions, and production schedules while also managing invoices, operational expenses, and project budgets. Financial information and project details often become scattered across separate tools, making it difficult to maintain visibility into business performance. Sole App centralizes these functions through project organization tools, expense tracking, invoicing capabilities, and real-time financial insights. This helps creative teams maintain better oversight across both operational workflows and financial activities while keeping business information connected in one place.

Is Sole App Right For You?

Sole App is an ideal choice for sole traders, freelancers, consultants, and small service-based businesses that need to manage financial administration without relying on multiple disconnected tools. It is particularly suited for users handling invoicing, expense tracking, tax obligations, and day-to-day business operations while balancing client work and administrative responsibilities.

By bringing together financial management, project organization, transaction tracking, and tax preparation tools within a single platform, Sole App helps businesses reduce manual work and keep operational processes more organized. The platform also prioritizes account and data protection by offering security measures such as two-step authentication, along with technical, physical, and administrative safeguards designed to protect user information and account access.

Still not sure if Sole App is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.