Map the business
Meet face to face or by video call. The first session reviews transaction volume, bank workflows, compliance needs and what the founder wants to see in the dashboard.
Getting started
Start with an AI-ready finance workspace
The onboarding flow is swift and practical: understand the business, prepare the documents, activate Xero, and shape the dashboard around the questions founders actually ask.
Start here
Activate software and secure services
After the confidentiality and service agreement, the onboarding process starts with the deposit, Xero setup, user access and training.
Prepare AI-ready evidence
Gather invoices, bank statements, payroll records, GST materials, receipts and supplier documents so the workflow can classify, reconcile and flag gaps cleanly.
Onboarding outcome
The goal is not just a software login. The goal is a repeatable finance workflow where documents, bank records and reporting all move through one clear process.
Step 1
Upload documents
Centralize the monthly evidence before the accountant starts review.
Step 2
Review status
Track what is complete, missing and waiting for clarification.
Step 3
Discuss insight
Use reports and trends to support better founder decisions.
Ready to change the way you work?
Ninja Accountant's onboarding approach focuses on clarity: founders should understand what is happening as the system is built.
- Simple first call
- Clear deposit and payment terms
- Xero setup and training
- AI-ready document checklist
