Whether you’re an SME setting up your own account, or an accountant or bookkeeper creating accounts on behalf of clients, our onboarding process is designed to be simple, clear, and efficient.
After clicking the Getting Started button to sign up, you’ll be redirected to complete your application. Below is a step-by-step overview of what to expect and the information you’ll need to provide.
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—e.g. company name, address, business website, and similar details. This helps us tailor the experience to your needs and ensures your account is set up accurately and efficiently.
3. Enter director and owner information: To meet regulatory requirements, you’ll need to provide details about your company’s directors, beneficial owners, and ownership structure.
4. Submit applicant details: Provide personal details for the primary account holder or designated applicant. If you’re an SME or applying through an accountant or bookkeeper, the person completing the application must be a listed and active director of the business.
5. Apply for Mimo Flex (optional): Interested in flexible payment terms? You can apply for Mimo Flex during onboarding or choose to do so later. This feature gives you more control over how and when payments are made—ideal for managing cash flow.
6. Review and submit: Check that all the information you’ve entered is accurate. Once confirmed, submit your application to complete the setup.
If you’re an accountant or bookkeeper applying on behalf of a client, you’ll review the application and submit it for approval. The application will then be sent to the business director for final sign-off via email. Once approved, the application will be submitted.
When will I receive an update?
Once your application is submitted, it will be reviewed through standard KYB checks by our banking partner. Activation times can vary—some accounts are approved instantly, while others may take up to 48 hours.
If we need any additional information to complete the setup, we’ll reach out to you directly. In the meantime, sit back and relax—you’ve done your part, and we’ll take it from here. We’ll be in touch if anything else is needed.