Question 1

What is Solo?

Accepted Answer

Solo is an AI-powered business management platform built for independent professionals, solopreneurs, and solo founders. It brings together project management, client tracking, invoicing, contracts, calendar integration, notes, and intelligent AI workflows into one calm, professional system.

Question 2

What is the AI Soul?

Accepted Answer

The AI Soul is your personalized AI personality. During onboarding, you name your AI assistant and choose its personality style — Professional, Friendly, or Companion. It learns your communication style and adapts to match how you work, making every interaction feel natural.

Question 3

What makes Solo's AI different from ChatGPT?

Accepted Answer

Solo's AI has been learning your business. It knows your clients' names, your preferred rates, and how you like to write. ChatGPT starts from zero every time you open it. Solo starts from where you left off — because it remembers.

Question 4

How does trust-based autonomy work?

Accepted Answer

Solo's AI earns the right to act on your behalf through demonstrated reliability. It starts by suggesting actions and asking for approval. As you confirm its suggestions and it proves accurate, it earns trust scores for specific action types — eventually handling routine tasks autonomously while always asking before sensitive actions.

Question 5

What workflows does Solo support?

Accepted Answer

Solo supports three categories of AI workflows: Planning (proposal generation, project scoping, AI-assisted contracts, timeline estimation), Operations (task suggestions, deadline reminders, revenue forecasting, rate analysis), and Communication (email drafts, follow-ups, project updates). Each workflow has a fixed credit cost so there are no surprises.

Question 6

Can my clients view their invoices and contracts online?

Accepted Answer

Yes! Solo includes a branded client portal where your clients can view project status, invoices, and contracts in one place. They can pay invoices directly through Stripe Checkout and sign contracts with type-to-sign e-signatures — all without needing a Solo account.

Question 7

Does Solo support multiple currencies?

Accepted Answer

Yes. You can invoice in 17 currencies including USD, EUR, GBP, CAD, AUD, JPY, and more. Solo uses live exchange rates at invoice time, and Revenue Intelligence automatically normalizes everything to your default currency for accurate reporting.

Question 8

Is the Starter plan really free forever?

Accepted Answer

Yes! The Starter plan includes unlimited projects, clients, invoicing, Notes, basic integrations, and calendar integration at no cost. You only pay if you want to unlock AI workflows and intelligent features with our Solopreneur or Studio plans.

Question 9

Does Solo work offline?

Accepted Answer

Yes! Solo is built as a Progressive Web App (PWA), which means you can install it on your device and continue working even without an internet connection. Your changes will sync automatically when you reconnect.

Question 10

How does billing work?

Accepted Answer

We offer monthly subscriptions with no long-term commitments. You can upgrade, downgrade, or cancel anytime. Your billing cycle starts when you subscribe to a paid plan, and you can manage everything from your account settings.

Question 11

Is my data secure?

Accepted Answer

Absolutely. We use industry-standard SSL encryption for all data in transit, and your data is stored on secure cloud infrastructure with daily backups. We are GDPR compliant and never sell your data to third parties. AI actions always require your approval for sensitive operations.

Question 12

What integrations does Solo support?

Accepted Answer

Solo integrates with Stripe for payments, Google Calendar for scheduling, QuickBooks for accounting, and Calendly for appointment booking. Etsy integration is available on a waitlist, and Notion support is coming soon. All integrations are included on every plan.

Question 13

What is Notes?

Accepted Answer

Notes is Solo's built-in rich-text notes workspace. Create meeting notes, project plans, and ideas with full formatting support. Organize with folders and pinning, search instantly across all notes, and let AI surface related notes as you write.

Question 14

What is Lead Scout?

Accepted Answer

Lead Scout is Solo's AI-powered lead discovery tool. It researches markets, finds potential clients who match your skills and services, and helps you craft personalized outreach emails — all from within Solo. Available on Solopreneur and Studio plans.

Question 15

Can I buy more AI credits?

Accepted Answer

Yes. Credit packs are available from your account settings. They're added to your current balance immediately and can be purchased at any time during your billing cycle.

Question 16

How do contracts and e-signatures work?

Accepted Answer

Solo lets you create contracts and proposals using AI-assisted drafting or from scratch. Once sent, your client receives a link to the branded client portal where they can review and sign using a type-to-sign e-signature. You'll be notified when it's signed, and the full lifecycle is tracked automatically.

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