Invite a new client to Mimo Associate
Invite a new client from your practice dashboard, connect Xero, and complete the setup to start using the Mimo Associate service. Both practice admins and contributors can invite and manage clients.
Step 1: Add client from the Practice Overview
Go to Clients in your practice overview and click Add new client. Enter the company name, then choose which service to enable: Mimo Associate (AI-powered accounting) or Mimo Pay (automate client payments).
If you’d like the client to use both services, you can enable the second service later from Client details after setup. Next, assign the practice team members who should have access to the client account, then click Add client to continue.
Step 2: Connect Xero and add accounting details
To use Mimo Associate, you’ll need to connect the client’s Xero account. This allows Mimo to sync accounting data and power the Associate workflows.
Once connected, choose which Associate service(s) you want to use for the client. You can start with Bookkeeping, Review & Adjust, or enable Full service for a complete month-end workflow. You can change this later (e.g., start with Bookkeeping and upgrade to Full service at a later stage.)
Finally, add the client’s accounting details:
Financial year start
Bookkeeping cadence
VAT reporting cadence
Prepayment account (in Xero)
Accrual account (in Xero)
Once saved, your practice team will have access to the client account and the selected associate services.
Step 3: Invite the client to the account
When you’re ready to involve the client, go to Settings → Members in the client account and invite them by email. Then choose the access level that matches how they’ll collaborate.
Client Admin: can view all document requests across the organisation.
Client Contributor: can only view requests assigned to them and upload documents.