Whether you’re an SME setting up your account or an accountant/bookkeeper establishing Mimo accounts for your clients, our onboarding process is designed to be clear and efficient. After clicking the “Getting Started” button to sign up, you’ll be redirected to complete your application.
Below is an overview of the steps and the information we’ll need from you.
The 6-Step Onboarding Process
1. Connect Your Accounting Software: The first step is to link your accounting software to Mimo. This is essential, as Mimo reads your unpaid invoices directly from the software and displays them within the Mimo platform.
2. Provide Company Details: Next, enter your business information, including the company name, address, and contact details. This helps us tailor our services to your specific needs and ensures that your account is set up efficiently.
3. Enter Director and Owner Information: To comply with regulatory requirements, you’ll need to provide details about your company’s directors and owners.
4. Submit Applicant Details: You will then provide personal details for the primary account holder or the designated applicant. If you are an SME or a client of an accountant or bookkeeper, the person completing this application must be a listed and active director of the business.
5. Apply for Mimo Flex (Optional): If you’re interested in our flexible payment solution, Mimo Flex, you can apply for it directly during the onboarding process or choose to do so at a later stage. This feature offers flexibility in managing your payments according to your business needs.
6. Review and Submit: Finally, review all the information you’ve entered to ensure everything is accurate. Once you’re satisfied, submit your application, and your account will be set up.
If you have any questions or need assistance during the onboarding process, we’re here to help. Contact us at [email protected].