Overview
From first enquiry to final payment, OnboardMe connects engagements, onboarding, compliance and debtor management while syncing clients, jobs, invoices and payments with Xero.
Engagements and onboarding
Send branded engagements and ethical letters, collect signatures, and onboard the client in the same flow. Intake forms, eForms and document uploads sit with the engagement. When onboarding is complete, new clients and jobs can be created in Xero Practice Manager.
Debtor management and payments
OnboardMe also runs the billing after the engagement is signed.
Take payment on acceptance, on the due date, or on a payment plan Card or bank debit, including splits and upfront billing Build your own debtor workflow: email and SMS reminders, statements, and follow-up assigned to your team Recover invoices that are already overdue Bring unpaid Xero invoices into OnboardMe when the contact is linked, then push invoices and payments back to Xero Ledger Payments are collected through Pinch and reconciled to Xero.
Identity, AML and risk
Verify identity in the engagement or onboarding, with a document check and a live photo match, or through Annature. Run AML screening, including PEP, sanctions and adverse media. Complete customer due diligence in the same place: beneficial owners, source of funds and source of wealth, an initial and final risk rating, internal approval, and a record of who did what. Checks can go out with the engagement, or as their own case, and due AML checks can be rerun from the client's risk rating.
Works with Xero
Sync clients and jobs with Xero Practice Manager Create an invoice when an engagement is accepted, and push invoices and payments to Xero Ledger Import unpaid Xero invoices and follow them up in OnboardMe Payments reconcile in Xero OnboardMe also connects with other practice tools, including MYOB, GreatSoft, QuickBooks Online and FYI.
Your brand
Clients see your logo, colours, terms and messaging on engagements, onboarding and payment emails. Your team can sign in with SSO or an authenticator app. Clients can use SMS two-factor authentication.
Plans
Every plan includes unlimited users and clients, onshore hosting, custom branding, internal checklists, and Microsoft or Google login. Annual subscriptions include one month free. Prices below are Australia, monthly, and exclude tax.
Starter: 30 requests a month, AUD 59 Pro: 70 requests a month, AUD 99 Expert: 120 requests a month, AUD 149 Ultimate: 300 requests a month, AUD 299 Enterprise: 700 requests a month, AUD 599 A request is counted like this:
Engagement: 1 request per engagement, with unlimited signatories Onboarding: 1 request per recipient eForm: 1 request per form Ethical letter: 1 request per letter Standard AML screening: 1 request per check Extensive AML screening: 2 requests per check Identity verification is A$8 per check. AML is not a separate fee. It uses requests from the plan.
A 30-day free trial is available.
OnboardMe + Xero
Xero Ledger
Contacts, bills, payments and reconciliations stay aligned with Xero Ledger.
Contacts:
Xero contacts are imported and matched to OnboardMe clients. Client details updated in OnboardMe are written back to the Xero contact. Bills:
Bills raised in OnboardMe are created in Xero Ledger, and later changes to those bills are updated there. Unpaid Xero invoices are imported into OnboardMe when the Xero contact is linked to a client, and those bills are refreshed from Xero. Xero branding themes control which bills are collected automatically and which send payment reminders. Payments:
Payments taken in OnboardMe, including card, bank debit and payment plan instalments, are applied to the Xero invoice. Payments recorded in Xero are brought back onto the OnboardMe bill. If a payment is removed in Xero, it is removed in OnboardMe. Reconciliation:
Pinch settlements are posted into Xero. The payment is recorded against a clearing account, processing fees are recorded, and the net amount is transferred to the bank account you choose so it reconciles in Xero. Dishonours and refunds are written back to Xero as well.
Xero Practice Manager
OnboardMe and Xero Practice Manager keep jobs in sync in both directions. Clients are linked first: existing XPM clients are matched in OnboardMe, and a new client is created in XPM when onboarding is complete.
From OnboardMe to XPM:
When an engagement is accepted, OnboardMe creates the jobs in XPM. For a new client, the jobs are created once onboarding is finished and the client exists in XPM. Each job includes the name, description, start and due dates, budget, job template, category and reference. Partner, manager and staff are assigned on the job. Tasks and job costs are added to the XPM job. From XPM to OnboardMe:
Current jobs are brought back for each linked client, including job number, name, state, start, due and completed dates, client, manager, partner and assigned staff. Job templates, tasks and categories are downloaded, so engagements map to the jobs the practice already uses in XPM.
Pricing plans
This app includes a free 30 day trial
Free Debtor Management
- Free Debtor management
- Create and Send Bills
- Customise debtor workflow and reminders
- Offer Payment Plans
- Take Payment
- Send Statements
Getting started
Getting started
Connect from the Xero App Store or book a demo first if you would rather see it with someone from OnboardMe. A 30-day free trial is included either way. Book a demo at our website.
Setup checklist
Click Get this app in the Xero App Store and connect OnboardMe to your Xero organisation.
Set up your branding: logo, colours and terms. Connect Xero Practice Manager if you want clients and jobs in sync, and Xero Ledger if you want contacts, bills, payments and reconciliations in sync.
Set up engagements and onboarding: templates, intake forms and eForms. Turn on SMS two-factor authentication for clients if you want it.
Turn on identity, AML and customer due diligence if you need them.
Setup Payments. Choose card or bank debit, and how you bill: on acceptance, on the due date, upfront, splits or a payment plan.
Set up debtor management: reminder steps, statements, and which Xero branding themes are collected automatically.
Send a test engagement, complete a short onboarding, take a test payment, and check the invoice, payment and reconciliation in Xero.
Then go live. Send engagements, onboard clients, and collect and follow up invoices from OnboardMe.
Need a hand?
In-app guidance walks you through each step or you can contact support for help.
Reviews & ratings
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AFCreated a more time effecient process and payment options
SBSolved Our Onboarding Puzzle
RG