Welcome! This guide will walk you through the simple process of creating your Melio account. Whether you're a business owner or an accountant, we make it easy to get started.
You can sign up for Melio using one of four options:
- An email and a password
- Your Google account
- Your Xero account
- Your Intuit credentials
Once your account is created, you can select your subscription plan to get the most out of Melio. Learn more about different plans and their benefits in this article.
This article contains the following sections:
Step 1: Choose your sign-up method
1 - Go to the Melio registration page.
2 - Choose your sign-up method from the options provided:
- Email & Password: Enter your business email and create a password that is at least eight characters long. A verification code will be sent to your email.
- Google Account: You'll be prompted to sign in to your Google account and follow Google's instructions.
- Xero: You will be redirected to Xero. Fill in your Xero credentials and select Allow access to give Melio permission to use your Xero profile information.
- Intuit: You will be redirected to Intuit. Fill in your Intuit credentials, then select Authorize to allow Melio to access your profile information. Finally, select the Connect button to confirm the connection.
When you sign up with Xero or Intuit, your new Melio account will be automatically connected to your Xero or QuickBooks Online account. You will need to use these credentials to sign in to Melio in the future.
Step 2: Set up your account details
After selecting your sign-up method, you will be prompted to choose your account type, which will determine the rest of your registration process.
Select Your Account Type:
- Business: a standard Melio account.
- Accounting firm: for accountants and accounting firms who manage clients.
Business flow
If you selected Business, follow these steps to complete your account setup:
1 - Enter Personal Details: Provide your first and last name and other personal details. An acceptable age range is between 18 and 120 years old.
2 - Provide Business Information: Enter your business name, select your industry, and provide your online presence (e.g., website or social media).
3 - Enter Business Details: Select your business type (e.g., LLC, Corporation, Sole Proprietorship), provide your legal business name, and enter your business address. P.O. boxes are not accepted.
4 - Add Owner Details: Depending on the business type you select, you may be asked to provide additional details about the business owner(s).
Accounting firm flow
If you selected an Accounting firm, follow these steps to complete your account setup:
1 - Enter Firm Information: Provide your firm's name, the number of clients you serve, and the number of accountants or bookkeepers in your firm.
2 - Provide Your Address: Enter your firm's physical operating address and legal address (if different).
3 - Enter Personal Details: Provide your first and last name and other personal details.
What's next?
That’s it! You have successfully registered an account with Melio. You can now select a subscription plan to get started. If you do not select a plan, you will automatically be assigned to the free Go plan, which you can change at any time.
Next steps: Get started with Melio
Now that your account is set up, you can begin managing your business payments. Check out our Accounts Payable or Accounts Receivable help center sections for more helpful guides.