About strively

    strively is client onboarding software for UK accountancy firms. It takes the admin out of winning new clients, from the first enquiry to a signed engagement letter.

    Plans from £110 a month.

    Why we built strively

    We built strively for our own firm first

    Where it started

    strively started inside striveX, our accounting firm. Like most practices, we spent a lot of time on the first part of the client journey: answering enquiries, arranging calls, writing proposals and chasing everything needed to get a new client set up.

    The gap we saw

    That first stage was almost entirely manual, and we could see it didn't need to be. We wanted two things: a smoother start for every new client, and a lot less admin for our team.

    What we built

    So we built it. strively screens enquiries against your rules, books meetings into the right person's calendar, sends web proposals instead of PDFs and onboards new clients with e-signed engagement letters, AML checks and direct debit set-up.

    Who it's for

    We built strively for practices like ours: accountants, bookkeepers, payroll bureaux and tax advisers who want new clients to have a better first experience, without the admin that usually comes with it.

    See how much admin strively can take off your team

    A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.

    Book a demo