Now that you, as an accountant/bookkeeper, have identified clients for Mimo, it’s time to introduce them to the platform. Start by letting them know they’ll receive an invitation to join Mimo as soon as you’ve added them. The onboarding process is explained in detail below, and you can decide how much information to share prior to activation, tailoring the introduction to meet each client’s needs and preferences. Below, you’ll find resources to help you present Mimo effectively and clarify its benefits for your clients.

Mimo is an all-in-one financial platform designed to simplify business financial processes, such as managing accounts payable, payroll, and—soon—accounts receivable. By centralising these tasks, Mimo helps businesses save time, reduce administrative costs, and gain better control over their cash flow. You’ll handle most of the work on the platform, allowing the client to focus on running their business, with only occasional approvals or reviews needed from them.

With Mimo, all payments are consolidated in one place for easy management. You oversee accounts payable with one-click payments, approval flows, and access to market-leading foreign exchange (FX) rates, potentially saving clients up to 2.5% in fees. Clients won’t need to worry about daily payment tasks; they simply select a payment method—such as a bank account (via open banking), Mimo Balance, or credit via Mimo Flex—and review payments through approval workflows.

Mimo makes payroll management seamless. Using Mimo’s drag-and-drop functionality, you can upload payroll files and handle all payouts. Payroll is processed alongside other payments, reducing complexity for the client. For clients, this means they don’t need to worry about payroll—it’s all managed by you.

Mimo now offers businesses a powerful way to accelerate cash flow by automating accounts receivable. The platform tracks customer behaviour, sends automated payment reminders, and provides tools to streamline collections. You remain in control, with clients only needing to take action when absolutely necessary.

You manage the 6-step onboarding process on behalf of your client. Once invited, the client will receive an email from Mimo, and all they need to do is accept the invitation. You can monitor the onboarding status for all clients on your accountant dashboard. When the status shows as active, the account is approved and nearly ready for payments, just complete these two quick steps to be fully set up!

Request the client to complete a £1 transfer from their bank to the Mimo wallet to activate open banking connectivity. This will ensure smooth bank account payments.

Set up account mapping under Settings -> Integrations to enable seamless auto-reconciliation with Xero for efficient transaction tracking.

When you receive the email confirming the client’s account is active and ready for use, we recommend scheduling a brief introductory meeting to walk through the platform and discuss ways of working with the client.