From the MSP console
- Open Tenants → New tenant.
- Enter the client's business name, primary contact email, and their preferred plan.
- We send a co-branded welcome email signed by your business.
- The client follows the standard onboarding (verify email → connect M365/Xero → first AI action).
Bulk onboarding
For 10+ clients at once, drop a CSV (business name, contact email, plan) into Tenants → Bulk invite. Each row produces a tenant + welcome email atomically — partial uploads are rolled back if any row is invalid.
Billing
Every invoice goes to your payment method (the MSP). You bill your clients directly on your own paper.