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Onboarding to Outmin

What to expect, what to provide, and how Outmin helps you get started fast

Getting started with Outmin is an exciting and important step towards simpler, smarter financial management for your business.

Getting started with a new platform can feel like a lot, but our goal is to make your onboarding experience as smooth, quick, and helpful as possible. This comprehensive guide will walk you through every stage—so you always know what’s coming next and exactly how we’ll support you along the way.

What Happens During Onboarding?

Think of the onboarding process as building a solid foundation for your business finances. Here’s how it works:

  1. Platform Onboarding:
    This is where we set up your Outmin account and connect all your financial systems, including your bank accounts and accounting software. We’ll ask you to securely share your current financial data and any information from your previous accountant. Don’t worry if you hit a bump—our team will guide you through each step and answer any questions you might have.

  2. Data Clean-Up (If Needed):
    Sometimes, we uncover errors or gaps in your historic data. If this happens, we’ll always keep you informed. You’ll receive clear options, whether it’s a one-off Outmin quote to fix the data or collaborating with your previous accountant to resolve it. The sooner any issues are addressed, the faster you’ll move to full Outmin benefits.

Why Active Involvement Matters

Your active participation truly speeds things up! The more engaged you are with our team during onboarding, the sooner you’ll be fully set up. While traditional onboarding in the financial sector often drags on for months, most Outmin customers are up and running in about two weeks.

What You Get at the Finish Line

Once everything is set up, we’ll deliver a customised playbook for your business. This handy resource will cover your preferences, key financial details, and guidelines for easy reference as you go forward—helping ensure you’re always on track for compliance and operational success.

Need Help? We’re Here for You

We know you might have questions along the way. Our Customer Success team is just an email away at hello@outmin.io. Whether you’re missing information, need advice, or want an update on your onboarding progress, we’re here to help.