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    The onboarding software built for bookkeeping practices

    Turn away businesses you'd never take on, agree monthly scope in a proposal clients can't misread, and onboard new clients with their monthly fee set up on direct debit.

    Book a demo See how it works

    Plans from £110 a month. Made by accountants who run a UK practice.

    An example strively web proposal from striveX. It opens with the heading Award-Winning Accountants for Growing UK Businesses beside a photo of the firm's office, a sidebar of sections from Introduction to Next steps, a contact card for Jaya Meadows in Business Development with a Message Jaya button, and a personal introduction to the proposal.

    What is client onboarding software for bookkeepers?

    Client onboarding software helps a bookkeeping practice take on new clients without the manual admin. strively screens enquiries against your rules, lets the right businesses book a call, sends web proposals rather than PDFs, and onboards new clients with an e-signed engagement letter, AML checks and their monthly fee set up on direct debit through Adfin.

    Built around how bookkeeping practices take on clients

    We run an accountancy practice too. Do these sound familiar?

    We'd already quoted before finding out they're in an industry we don't work with.

    Decline businesses in industries you don't service before anyone spends time quoting.Enquiry forms

    Scope creep started because the client never actually read the PDF proposal.

    Web proposals show which sections each client has read, so monthly scope is clear from day one.Web proposals

    At quarter-end, new enquiries wait days for a reply while we file VAT returns.

    Turn on the waitlist. Enquiries are still screened, prospects get your custom message, and they're saved to a list to contact.Waitlist

    How strively works for bookkeepers

    One automated journey from first enquiry to a signed monthly client.

    1. Screen enquiries

      Decline businesses in industries you don't service, and ask how they keep their books today.

      Enquiry forms →

    2. Book a discovery call

      Accepted businesses book a call straight into your calendar, with reminders sent for you.

      Meeting booking →

    3. Agree monthly scope

      Set out monthly bookkeeping, VAT returns and payroll in one web proposal clients can't misread.

      Web proposals →

    4. Onboard automatically

      Engagement letter e-signed, AML checks run and the monthly fee set up on direct debit through Adfin.

      Direct debit mandates →

    Enquiry rules written for bookkeepers

    Decide which businesses suit your practice, and strively applies your rules to every enquiry.

    • Decline clients in industries you don't service
    • Ask how they keep their books today
    • Accept the monthly clients you want

    Your rules

    IfIndustry is one you don't serviceDecline
    IfNeeds monthly bookkeepingAccept
    IfUses cloud accounting softwareAccept
    Applied to every new enquiry

    Every strively feature, set up for bookkeepers

    From the first enquiry to a fully onboarded client.

    Enquiry formsDecline businesses in industries you don't service. WaitlistKeep enquiries warm through quarter-end, with your own message. Meeting bookingBusinesses book discovery calls straight into your calendar. Automated chasersReminders and follow-ups sent while you get on with client work. Web proposalsMonthly scope set out clearly, in a proposal that isn't a PDF. E-signaturesProposals and engagement letters signed online. Pipeline reportingKnow how many enquiries you need to hit your growth target. Engagement lettersUK-format letters that set out exactly what's included. Document collectionBank statements and VAT details in before the first month's books. AML checksChecks for every new client, kept together in AML HQ. Direct debit mandatesMonthly fees set up through your Adfin mandate.

    Why bookkeepers choose strively

    The things that save the most admin, compared with the tools UK practices use most.

    FeaturestrivelyIgnitionCompare →GoProposalCompare →FigsFlowCompare →SocketCompare →Better ProposalsCompare →PandaDocCompare →
    Automatic enquiry screening✓––––––
    Waitlist for busy periods✓––––––
    Built-in meeting booking✓–––~~–
    Web proposals, not PDFs✓✓–✓✓✓✓
    UK engagement letters✓✓~✓✓~~
    ✓ Yes~ Partly, add-on or through another tool– No or not foundChecked October 2026. See each comparison for details.

    "We built strively inside our own accounting firm, striveX, to automate the first stage of the client journey. Onboarding got smoother for our clients, and we saved a lot of time internally."

    James, Brad and Rachel · Founders, strively
    Read our story →

    Simple pricing for bookkeepers

    Three fixed monthly plans, excluding VAT. AML HQ has its own monthly charge.

    Automate£110Report£135Team£220
    See pricing

    Frequently asked questions

    What is client onboarding software for bookkeepers?

    Client onboarding software helps a bookkeeping practice take on new clients without the manual admin. strively screens enquiries, books discovery calls, sends web proposals and onboards new clients with an e-signed engagement letter, AML checks and direct debit set-up through Adfin.

    Can strively turn away businesses in industries I don't work with?

    Yes. You set rules for what a good-fit client looks like, such as declining industries you don't service, and strively applies them to every enquiry.

    Does strively do the bookkeeping itself?

    No. strively focuses on winning and onboarding new clients. It doesn't do bookkeeping, practice management, invoicing or recurring billing, so you keep your existing software for that.

    Can new clients pay their monthly fee by direct debit?

    Yes. strively integrates with Adfin and adds new clients to your direct debit mandate as part of onboarding. strively doesn't create invoices, so you keep invoicing as you do today.

    What happens to enquiries at busy times like quarter-end?

    Turn on strively's waitlist. Enquiries are still screened against your rules, prospects receive your custom message letting them know you'll be in touch, and they're added to a separate list to contact when you're ready.

    How much does strively cost for a bookkeeping practice?

    strively has three plans: Automate at £110 a month, Report at £135 and Team at £220, all excluding VAT. AML checks run in AML HQ, which has its own monthly charge.

    How long does it take to get started?

    You set strively up yourself: add your services and fees, then your enquiry form, proposal templates and engagement letter. From then on, strively runs each step automatically, whichever plan you're on.

    See how much onboarding admin strively can take off your bookkeeping practice

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

    Book a demo