For accountants & bookkeepers
Never chase a client for a receipt again.
Mylo pulls every receipt and invoice from your clients’ inboxes and matches them to their bank and card feeds automatically, so your books close faster, nothing’s missed, and you keep a margin reselling it.
See it on your own clients. Book a 20-minute demo.
Why firms switch to Mylo
Less chasing. Cleaner books. New revenue.
Nothing gets missed
Mylo pulls receipts and invoices straight from your clients’ inboxes and auto-matches them to missing bank and card transactions. No more chasing clients for a photo of a receipt.
Close the books faster
Every document arrives categorized, matched and ready. Month-end stops being a scramble and reconciliation is done before you sit down to it.
Keep a margin
Wholesale pricing means you resell Mylo to your clients and keep the margin. It becomes a new recurring revenue line, not just another tool you pay for.
How it works
Receipts fetched and matched, automatically.
Mylo is the best tool for pulling receipts and invoices out of the inbox, where they actually live, and reconciling them against the feed.
- 1
Connect the client
Set your client up in minutes, or let us do it for you. Mylo connects their inbox, accounts and card feeds.
- 2
Mylo fetches & matches
Receipts and invoices are pulled from the inbox and matched to the exact transactions that paid for them. Missing ones are flagged automatically.
- 3
Clean books, synced
Approved, categorized expenses sync straight to QuickBooks with receipts attached. Your books stay clean on their own.
Clean-up engagements
Taking on messy books? Mylo does the digging.
New clients rarely arrive with clean books. Mylo’s clean-up tool backscans years of inbox, bank and card history, reconciles everything that doesn’t need a human answer, and leaves you a short exception list. Clean-up engagements become something you can quote with confidence and run at high margin.
Multi-year backscan
Mylo sweeps years of inbox, bank and card history and pulls out every receipt and invoice it finds. An email carrying five invoice PDFs becomes five ledger entries, not one.
Deduped and reconciled
Forwarded copies and system notifications of the same bill collapse into one entry, and payments are matched to the cent under strict rules, so every match is one you can stand behind.
A short exception list
Only the items that genuinely need the client are left: missing documents, unmatched payments, personal-or-business calls. One short list instead of months of back and forth.
Built for firms
One workspace for every client.
Approve on the go, act as any client who has shared their books, and set each client's rules from one place.
Wholesale pricing
Resell Mylo. Keep the margin.
Most tools bill your firm per client with nothing left over. Mylo gives you a true wholesale rate, so Mylo becomes a recurring revenue line for your practice, not just another subscription.
- Resell Mylo to your clients at your own price and keep the margin.
- One simple per-client wholesale rate. No credit math, no per-scan surprises.
- Unlimited team members and storage across every client account.
- No client minimum. Bring one client or two hundred.
We set up your clients
Hand us the list and we create and configure each client account for you. Done-for-you onboarding, not a stack of setup tasks.
Bank-grade security
Connections run through Plaid with bank-level encryption. Your clients’ data is read-only and never sold.
One place for every client
See every client’s status from a single firm view: documents pending, unmatched transactions, close progress.
FAQ
Questions from firms, answered.
How does the wholesale pricing work?
You pay a wholesale per-client rate and set your own price to your clients, keeping the difference as margin. It becomes a recurring revenue line for your firm rather than a cost. Book a demo and we’ll share current wholesale rates.
Can you set up my clients for me?
Yes. Our team can create and configure each client account for you as part of onboarding, so you’re not stuck with a setup checklist. You stay in control and can adjust anything after.
What makes Mylo different from Dext or Hubdoc?
Mylo’s core strength is fetching receipts and invoices directly from clients’ email inboxes and matching them to missing bank and card transactions, so nothing is missed. Hubdoc retired its auto-fetch in 2022, and most tools still rely on clients manually forwarding every receipt.
Can Mylo clean up a client who is years behind?
Yes. The clean-up tool backscans years of history across the client’s connected inboxes, bank accounts and cards, rebuilds the document trail, removes duplicates, and reconciles everything that doesn’t need a human decision. You’re left with a short exception list for the client instead of a months-long project, which makes clean-up engagements fast to deliver and high margin.
Does it sync with QuickBooks?
Yes. Approved expenses post to QuickBooks already categorized, with the right tax applied and the receipt attached to each entry. More accounting integrations are on the way.
Is there a minimum number of clients?
No. There’s no client minimum. Solo bookkeepers and large firms are both welcome.
Who owns the client data?
Your client does. Mylo connects with read-only access, data is never sold, and clients can disconnect at any time.
See Mylo on your own clients.
Book a 20-minute demo. We’ll show you the receipt-fetching in action and walk through wholesale pricing for your firm.
Book a demo