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What is Solo?

Solo is the exclusive application designed to calculate your tax returns and clarify your current responsibilities regarding income tax, GST, and ACC. It allows for hassle-free monitoring of your income and expenses by directly syncing with your bank transactions. In addition, Solo provides insights into eligible expenses for claiming and completes all necessary calculations, enabling you to unwind and reap the rewards of your savings. This application is distinguished as the only accounting solution that not only computes your income tax return but also supplies all essential information for seamless online submission. You can effortlessly create professional invoices by uploading your logo, organizing customer details, and tracking outstanding payments. Solo empowers you to manage invoicing like a pro. Keep tabs on your financial status with clear reports that enhance your ability to evaluate your business performance efficiently. Furthermore, with its intuitive design, Solo ensures that anyone can navigate their financial management without requiring extensive accounting expertise, making it accessible for all users. This combination of features makes Solo an indispensable tool for both individuals and small businesses.

What is Ascend?

Ascend integrates five crucial workflows that agencies typically utilize on a weekly basis—forms, databases, pages, time tracking, and invoicing—into one cohesive workspace. Instead of juggling various tools like Notion, Tally, Calendly, Toggl, and FreshBooks, you can oversee the entire client journey within a single streamlined system that ensures data consistency across all functions. When a client submits an intake form, their details are automatically integrated into your database. Each entry can be viewed as a detailed page that includes notes, files, sub-tasks, and a built-in timer for tracking hours. The time logged is instantly reflected in an invoice generated from that same entry, removing the need for cumbersome CSV exports or the repetitive task of copying and pasting between different software. This innovative platform is designed specifically for independent consultants and small agency studios that operate on an hourly billing or retainer basis. You can start with a free tier, then opt for the Solo plan priced at $19 per month or the Studio plan at $49 monthly, both of which come without extra user fees. There is also a 30-day free trial for the paid plans, which does not require a credit card to sign up, providing an excellent opportunity to test the platform's capabilities without any financial commitment. The ease of consolidating these workflows can significantly streamline your business operations, allowing you to focus more on serving your clients effectively.

Media

Media

Integrations Supported

Airbnb
Gmail
Microsoft SMTP Service
Notion

Integrations Supported

Airbnb
Gmail
Microsoft SMTP Service
Notion

API Availability

Has API

API Availability

Has API

Pricing Information

$8.64 per month
Free Trial Offered?
Free Version

Pricing Information

$19/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Solo

Date Founded

2019

Company Location

New Zealand

Company Website

www.soloapp.nz/

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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