Collect documents from clients in Mimo
Save time on month-end close by automating document collection. Mimo helps you request missing documents and recurring files from clients, track responses, and automatically match them to bank transactions.
How it works
1) Identify missing documents automatically
Missing Documents shows you all unreconciled bank lines from your clients' bank feeds in Xero that still need underlying documentation. Mimo filters out lines where documents aren't required (like internal transfers or transactions already green matched in Xero), so you only chase what actually matters.
2) Set up recurring document requests
Recurring Requests lets you request documents that aren't tied to specific bank lines, such as monthly bank statements. By default, Mimo sets up a recurring request per bank feed in Xero. You can add, edit, or delete requests and choose when to send them (monthly, quarterly, or yearly).
3) Customise your requests
Under Request Settings, you can:
Decide who should receive client communication
Add custom messaging
Set up automated request emails
4) Assign and send to clients
Assign document requests to one or multiple team members. Each person receives one email with all their assigned requests. As you use Mimo, our AI learns from previous assignments and suggests who should handle each request.
5) Clients respond easily
Clients can respond in multiple ways:
Reply to the email and attach documents
Click a link in the request to upload directly
Sign in to Mimo (if they're a user) to access the Client Experience portal
Track responses and auto-match documents
As clients respond, requests move from Open to Received. You can see exactly what documents they've uploaded. Mimo automatically scans uploaded invoices and matches them to the correct bank statement line based on date, reference, and amount.
Your outstanding document list updates in real time. When a client uploads a document or you reconcile a transaction in Xero, the list refreshes automatically, so you always know what's still outstanding.