Using Soluta

One step to set up, then the six things customers do most, in order. Each guide has a Claude and a ChatGPT version: a question to copy, a picture of each step and a short narrated video.

1. Before you start · 21 sBefore you start: one project per companyCreate a separate project for each company so conversations about one set of books never mix with another.
2. Guide 1 · 29 sConnect and ask your first questionConnect Soluta to Claude, then ask your books a question.
3. Guide 2 · 23 sLoad e-invoices, approve and edit on the cardBring purchase invoices into the books: Soluta drafts the entries, you approve.
4. Guide 3 · 14 sReconcile a bank statementCompare the statement with the books and find missing or mismatched items.
5. Guide 4 · 15 sBuild a report, export to Excel or PDFPull a report from the books and download a printable file.
6. Guide 5 · 16 sPrepare the VAT return (01/GTGT)Soluta prepares the return from the books; you check it and file it yourself.
7. Guide 6 · 26 sLook up the law, ask about taxAsk a tax question and get an answer citing regulations in force.

Pictures and videos use sample books with illustrative figures.