Daily books and documents
Prepare invoices and bills, record transactions, review expenses and purchasing, and reconcile imported bank records.
SOVO FINANCE BUSINESS
Clear books.
Connected work.
Bring financial records, documents, approvals, and reporting into an organisation-controlled workspace. Choose the edition that fits the work your team needs to do.
01 / PRACTICAL FINANCIAL OPERATIONSLess chasing.
01 02 03
Less chasing.
More context.
Move from separate records to a reviewable workflow.
Review and responsibility
Follow draft, review, approval, and posting workflows. Use access assignments and audit records appropriate to the edition.
Reporting and planning
Review financial statements, budgets, cash timing, source-linked analysis, and edition-specific management reports.
02 / BUSINESS EDITIONSStart with your team.
Start with your team.
Choose your scope.
| Capability | Small Business | Medium Business | Corporate |
|---|---|---|---|
| Named active users | Up to 5 | Up to 50 | Up to 250 initially |
| Daily financial work | Books, invoices, bills, expenses, reconciliation, budgets, assets, and approvals | Small capabilities plus firm and department workflows | Medium capabilities plus group-level financial workflows |
| Source and analysis | Core accounting records and basic investment records | Financial PDF/Excel analysis, source review, engagements, time/WIP, and investment workflows | Management consolidation, treasury, financial models, and scoped integrations |
| Record storage | Customer host · SQLite | Customer host · PostgreSQL | Customer host · PostgreSQL |
| Availability | Contact us about a reviewed release | Contact us about a reviewed release | Controlled preview |
03 / AN ORGANISATION-CONTROLLED WORKSPACEYour organisation
Your organisation
hosts the records.
Employee devices connect to the customer’s authoritative host over HTTPS. Records are not uploaded to SOVO by default.
Employee device→Customer HTTPS host→Company database and documents
Administrators manage employee access, retention, and backup destinations. Optional identity providers and external integrations require separate customer configuration and disclosure. Recorded payments and settlements are bookkeeping records; the software does not move funds.
BUILT AROUND YOUR CONTROLYour records.
Your records.
Your chosen workspace.
Personal keeps records on your device. Business keeps them on your organisation’s host. SOVO does not receive those financial records under the default configuration.