In short
- strively is client onboarding software built inside striveX, a UK accounting firm.
- It screens enquiries, books calls, sends web proposals and onboards clients with engagement letters, AML checks and direct debit set-up.
- At striveX it saves around 45 hours of onboarding admin a month.
- Plans start at £55 a month, excluding VAT.
November 2026 – strively.io, a new client onboarding software for UK accountants, takes the admin out of winning new clients. It screens enquiries, books discovery calls, sends web proposals and onboards new clients with e-signed engagement letters, AML checks and direct debit set-up. It was built inside striveX, a UK accounting firm, where it now saves the team around 45 hours of onboarding admin every month.
Built by accountants, for their own firm first
Like most practices, striveX spent a lot of time on the first part of the client journey. Every new client meant answering enquiries (including ones that were never a good fit), arranging calls by email, writing proposals, chasing replies and chasing everything needed to get set up. That stage was almost entirely manual, so the team automated it. The result became strively.
The results at striveX
striveX receives around 25 enquiries a month and takes on about 10 new clients, at an average fee of £8,000. Since moving onboarding into strively:
striveX with strively
25 enquiries and 10 new clients a month · £8,000 average fee
- 45 hours
- of onboarding admin saved every month
- 20%
- of enquiries screened out automatically, before anyone reads them
- £12,483
- of sales time saved a year, about 31% of a salesperson's year
Worked out with the free onboarding cost calculator
The figures come from strively's free onboarding cost calculator, using striveX's own enquiry numbers.
How it works
strively follows the client journey from enquiry to signed engagement letter:
- Enquiry forms and screening: enquiries are accepted or rejected against the firm's own rules, and a waitlist keeps good-fit leads warm in busy periods such as January
- Meeting booking: qualified prospects book calls straight into the right person's Google Calendar or Outlook
- Web proposals and e-signatures: fully customisable web proposals replace PDFs, and can go out at the end of the discovery call
- Automated chasers: follow-ups run themselves until the prospect replies or signs
- Engagement letters and document collection: e-signed letters, forms and documents gathered in one place
- AML checks and direct debit: UK firms can run AML checks through AML HQ and add new clients to their Adfin direct debit mandate
- Pipeline reporting: conversion and team performance reports on the Report and Team plans
What they said
"We built strively inside our own accounting firm to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally. Now we want other practices to have the same thing."
"I've increased my win rate, because I can and do send the proposal at the end of the call, not 4 days later. And I've been able to make it personal, both to the client and Heights. Would 10/10 recommend using strively for your proposals and lead pipeline."
Pricing and availability
strively is available now for accountants, bookkeepers, payroll bureaux and tax advisers. It has three fixed monthly plans, all excluding VAT: Automate at £55, Report at £135 and Team at £220. Full automation is included on every plan, and firms can change or cancel at any time. AML HQ is charged separately. Practices can book a 30-minute demo or see the full pricing.